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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 %
BIAS
101
Beacon Investment Advisory Services
New Jersey
$3.77M -$1.34M -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 +$3.38M +66,593 +1,535%
CC
105
Callan Capital
California
$3.54M -$415K -8,176 -10%
CTA
106
Chesley Taft & Associates
Illinois
$3.47M +$1.45M +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 -$582K -11,479 -15%
WANY
109
Wealthspire Advisors (New York)
New York
$3.23M +$3.23M +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 +$135K +2,652 +4%
VF
113
Vawter Financial
Ohio
$3.12M -$148K -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 +$913 +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 -$99.2K -1,955 -3%
JJBC
122
James J. Burns & Company
New York
$2.78M +$2.54M +50,028 +1,035%
CWA
123
Core Wealth Advisors
Florida
$2.73M +$72.8K +1,435 +3%
GRP
124
Global Retirement Partners
California
$2.69M -$87.7K -1,728 -3%
MWA
125
MFA Wealth Advisors
Pennsylvania
$2.65M -$2.52M -49,705 -49%
3 4
5
6 7