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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
BIAS
101
Beacon Investment Advisory Services
New Jersey
$3.77M -$1.33M -26,334 -26%
MWM
102
Modern Wealth Management
Kansas
$3.71M -$106K -2,092 -3%
PA
103
Perennial Advisors
New York
$3.63M +$117K +2,305 +3%
ACA
104
Aptus Capital Advisors
Alabama
$3.6M +$3.37M +66,593 +1,535%
CC
105
Callan Capital
California
$3.54M -$414K -8,176 -10%
CTA
106
Chesley Taft & Associates
Illinois
$3.47M +$1.44M +28,500 +72%
PSIWM
107
Paradigm Strategies in Wealth Management
Minnesota
$3.37M -$44.1K -870 -1%
DAS
108
Dynamic Advisor Solutions
Arizona
$3.31M -$581K -11,479 -15%
WANY
109
Wealthspire Advisors (New York)
New York
$3.23M +$3.22M +63,637 New
AFG
110
Albion Financial Group
Utah
$3.21M +$185K +3,645 +6%
AWE
111
Avidian Wealth Enterprises
Texas
$3.19M +$3.19M +62,953 New
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$3.18M +$134K +2,652 +4%
VF
113
Vawter Financial
Ohio
$3.12M -$147K -2,911 -5%
NFP
114
Narus Financial Partners
Utah
$3.08M +$171K +3,372 +6%
SW
115
SkyOak Wealth
Michigan
$2.97M -$188K -3,708 -6%
SF
116
Synovus Financial
Georgia
$2.97M -$140K -2,766 -5%
EWA
117
Encompass Wealth Advisors
Oregon
$2.9M +$912 +18 +0%
FCIM
118
Fairview Capital Investment Management
California
$2.86M +$35.5K +700 +1%
BF
119
BOK Financial
Oklahoma
$2.86M +$2.32M +45,732 +433%
SA
120
Skyline Advisors
Washington
$2.84M +$1.02M +20,041 +56%
LPT
121
Legacy Private Trust
Wisconsin
$2.8M -$99K -1,955 -3%
JJBC
122
James J. Burns & Company
New York
$2.78M +$2.53M +50,028 +1,035%
CWAF
123
Core Wealth Advisors (Florida)
Florida
$2.73M +$72.7K +1,435 +3%
GRP
124
Global Retirement Partners
California
$2.69M -$87.5K -1,728 -3%
MWA
125
MFA Wealth Advisors
Pennsylvania
$2.65M -$2.52M -49,705 -49%

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.