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JPMorgan Ultra-Short Municipal Income ETF

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.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 404424 (+20)

1% more capital invested

Capital invested by funds: $1.96B → $1.98B (+$13.5M)

0.35% less ownership

Funds ownership: 74.34%73.99% (-0.35%)

1% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 155

Holders
424
Holders Change
+20
Holders Change %
+4.95%
% of All Funds
6.12%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
56
Increased
153
Reduced
155
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$4.78M -$1.51M -29,877 -24%
KCM
77
Kathmere Capital Management
Pennsylvania
$4.77M +$374K +7,379 +9%
CFG
78
Cooper Financial Group
California
$4.75M -$880K -17,369 -16%
BOPW
79
Brandywine Oak Private Wealth
Pennsylvania
$4.74M -$405K -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 -$10M -198,235 -69%
LC
83
Legacy CG
Texas
$4.54M +$4.53M +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 +$65.8K +1,299 +2%
FFN
89
Focus Financial Network
Minnesota
$4.18M +$842K +16,628 +25%
Truist Financial
90
Truist Financial
North Carolina
$4.17M -$441K -8,713 -10%
JWM
91
Jupiter Wealth Management
Colorado
$4.07M
CM
92
Capital Management
Virginia
$4.03M -$531K -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 +$225K +4,444 +6%
SW
98
SVB Wealth
Massachusetts
$3.87M -$1.43M -28,132 -27%
GIM
99
Goelzer Investment Management
Indiana
$3.85M +$3.84M +75,859 New
SFM
100
Signet Financial Management
New Jersey
$3.85M -$38.1K -753 -1%

JMST Hedge Fund Activity: Q2 2024 in Review

424 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q2 2024, worth a combined $1.98B — up 0.69% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new JMST positions and 29 closed out — a net gain of 27 holders — while 153 added to existing stakes and 155 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $15.3M. The largest seller was Fidelity Investments, cutting an estimated $14.8M.

  • 424 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q2 2024, up from 404 in Q1 2024.
  • Funds reported $1.98B of JPMorgan Ultra-Short Municipal Income ETF stock for Q2 2024, up 0.69% quarter-over-quarter.
  • 56 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q2 2024 and 29 closed out, a net change of +27 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $15.3M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q2 2024 was Fidelity Investments, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2024.