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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

404 hedge funds and large institutions have $1.96B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 142 increasing their positions, 152 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+16
Holders Change %
+4.12%
% of All Funds
5.86%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
49
Increased
142
Reduced
152
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GPWA
1
Great Point Wealth Advisors
Massachusetts
$7.99M
2
SL
2
Salomon & Ludwin
Virginia
$7.35M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$23.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$11M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.02M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$149M
2
AC
2
Asio Capital
Kentucky
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$30.3M
4
AC
4
AlphaCore Capital
California
$0
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
101
Collective Family Office
Pennsylvania
$3.66M -$2.83M -55,833 -44%
FWA
102
FSM Wealth Advisors
Ohio
$3.66M +$213K +4,202 +6%
GLLW
103
Graves Light Lenhart Wealth
Virginia
$3.61M -$242K -4,766 -6%
SMG
104
Smart Money Group
Texas
$3.57M -$3.5K -69 -0.1%
PA
105
Perennial Advisors
New York
$3.51M +$527K +10,387 +18%
PSIWM
106
Paradigm Strategies in Wealth Management
Minnesota
$3.41M +$726K +14,318 +27%
FFN
107
Focus Financial Network
Minnesota
$3.33M +$46.3K +913 +1%
VF
108
Vawter Financial
Ohio
$3.27M -$824K -16,231 -20%
CAN
109
Cetera Advisor Networks
California
$3.19M -$117K -2,302 -4%
SW
110
SkyOak Wealth
Michigan
$3.16M +$870K +17,146 +38%
SF
111
Synovus Financial
Georgia
$3.11M -$217K -4,272 -7%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$3.05M +$230K +4,530 +8%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$3.04M -$2.74M -54,022 -47%
AFG
114
Albion Financial Group
Utah
$3.03M +$116K +2,280 +4%
VPP
115
Vertex Planning Partners
Illinois
$3M +$96.3K +1,897 +3%
NFP
116
Narus Financial Partners
Utah
$2.91M +$192K +3,777 +7%
EWA
117
Encompass Wealth Advisors
Oregon
$2.9M -$478K -9,422 -14%
LPT
118
Legacy Private Trust
Wisconsin
$2.89M -$450K -8,875 -13%
FCIM
119
Fairview Capital Investment Management
California
$2.83M -$353K -6,950 -11%
RCM
120
Requisite Capital Management
Texas
$2.82M -$280K -5,519 -9%
GRP
121
Global Retirement Partners
California
$2.77M -$2.23M -43,867 -45%
CWA
122
Core Wealth Advisors
Florida
$2.66M +$173K +3,406 +7%
MA
123
Mutual Advisors
Nebraska
$2.65M +$261K +5,142 +11%
IAN
124
Integrated Advisors Network
Texas
$2.62M -$85.2K -1,679 -3%
NF
125
NavPoint Financial
Minnesota
$2.6M -$540K -10,652 -17%
3 4
5
6 7