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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

424 hedge funds and large institutions have $1.98B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 153 increasing their positions, 155 reducing their positions, and 29 closing their positions.

Holders
424
Holders Change
+20
Holders Change %
+4.95%
% of All Funds
6.17%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
56
Increased
153
Reduced
155
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$20.1M
2
LPL Financial
2
LPL Financial
California
$89.2M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$45.3M
4
NA
4
NewEdge Advisors
Louisiana
$10.2M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$19M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$184M
2
OCM
2
One Capital Management
California
$4.55M
3
BA
3
Bridgewater Advisors
New York
$22.7M
4
MWA
4
Mills Wealth Advisors
Texas
$15.3M
5
SC
5
Slow Capital
California
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$4.78M -$1.52M -29,877 -24%
KCM
77
Kathmere Capital Management
Pennsylvania
$4.77M +$374K +7,379 +9%
CFG
78
Cooper Financial Group
California
$4.75M -$881K -17,369 -16%
BOPW
79
Brandywine Oak Private Wealth
Pennsylvania
$4.74M -$406K -7,996 -8%
AWM
80
Axxcess Wealth Management
California
$4.67M +$241K +4,752 +5%
SFG
81
Sunburst Financial Group
Alabama
$4.66M -$2.92M -57,607 -39%
OCM
82
One Capital Management
California
$4.55M -$10.1M -198,235 -69%
LC
83
Legacy CG
Texas
$4.54M +$4.54M +89,461 New
HWP
84
Highline Wealth Partners
California
$4.5M +$230K +4,542 +5%
WAAG
85
Wealth Alliance Advisory Group
Kansas
$4.36M +$151K +2,979 +4%
TW
86
Transform Wealth
Colorado
$4.33M -$2.46M -48,512 -36%
EWA
87
EP Wealth Advisors
California
$4.32M +$141K +2,775 +3%
MIS
88
Morningstar Investment Services
Illinois
$4.19M +$65.9K +1,299 +2%
FFN
89
Focus Financial Network
Minnesota
$4.18M +$845K +16,628 +25%
Truist Financial
90
Truist Financial
North Carolina
$4.17M -$442K -8,713 -10%
JWM
91
Jupiter Wealth Management
Colorado
$4.07M – – –
CM
92
Capital Management
Virginia
$4.03M -$532K -10,475 -12%
EWM
93
Elmwood Wealth Management
California
$4M -$1.92M -37,850 -32%
Morgan Stanley
94
Morgan Stanley
New York
$3.95M +$2.99M +58,995 +314%
GLLW
95
Graves Light Lenhart Wealth
Virginia
$3.93M +$326K +6,444 +9%
PAG
96
Private Advisor Group
New Jersey
$3.91M -$150K -2,960 -4%
FWA
97
FSM Wealth Advisors
Ohio
$3.88M +$226K +4,444 +6%
SW
98
SVB Wealth
Massachusetts
$3.87M -$1.43M -28,132 -27%
GIM
99
Goelzer Investment Management
Indiana
$3.85M +$3.85M +75,859 New
SFM
100
Signet Financial Management
New Jersey
$3.85M -$38.2K -753 -1%
2 3
4
5 6