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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

432 hedge funds and large institutions have $2.22B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 191 increasing their positions, 134 reducing their positions, and 37 closing their positions.

Holders
432
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
6.25%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
53
Increased
191
Reduced
134
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Salomon & Ludwin
Virginia
$51.9M
2
FWA
2
FSM Wealth Advisors
Ohio
$30.2M
3
NP
3
NorthRock Partners
Minnesota
$22.6M
4
AAS
4
Annex Advisory Services
Wisconsin
$21.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$47.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$91.5M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$19.8M
3
FT
3
Fiduciary Trust
Massachusetts
$49.8M
4
AAS
4
Avantax Advisory Services
Texas
$2.02M
5
Wells Fargo
5
Wells Fargo
California
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$4M +$73K +1,434 +2%
SA
102
Stewardship Advisors
Pennsylvania
$3.97M +$2.86M +56,082 +257%
Truist Financial
103
Truist Financial
North Carolina
$3.96M -$232K -4,554 -6%
KCM
104
Kathmere Capital Management
Pennsylvania
$3.91M -$874K -17,148 -18%
AFG
105
Albion Financial Group
Utah
$3.88M +$657K +12,890 +20%
HWP
106
Highline Wealth Partners
California
$3.8M -$720K -14,135 -16%
SFM
107
Signet Financial Management
New Jersey
$3.79M -$69.8K -1,370 -2%
MML Investors Services
108
MML Investors Services
Massachusetts
$3.77M -$1.03M -20,232 -21%
CM
109
Capital Management
Virginia
$3.75M -$295K -5,797 -7%
FCIM
110
Fairview Capital Investment Management
California
$3.59M +$713K +14,000 +25%
MWM
111
Modern Wealth Management
Kansas
$3.58M -$147K -2,890 -4%
TBWA
112
Three Bridge Wealth Advisors
California
$3.52M -$1.53M -30,099 -30%
CC
113
Callan Capital
California
$3.47M -$81.6K -1,602 -2%
EFA
114
Evernest Financial Advisors
Indiana
$3.45M +$3.45M +67,774 New
DPI
115
Diversified Portfolios Inc
Michigan
$3.37M +$1.78M +35,019 +112%
SA
116
Sanctuary Advisors
Indiana
$3.29M +$1.25M +24,518 +61%
REMPR
117
Roof Eidam Maycock Peralta (REMP)
California
$3.27M +$2.56M +50,250 +359%
YIA
118
YHB Investment Advisors
Connecticut
$3.21M +$775K +15,206 +32%
NFP
119
Narus Financial Partners
Utah
$3.11M +$20.1K +394 +0.6%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$3.1M -$99.3K -1,950 -3%
LPT
121
Legacy Private Trust
Wisconsin
$3.08M +$271K +5,317 +10%
KCM
122
KM Capital Management
Texas
$2.96M +$1.05M +20,588 +55%
KeyBank National Association
123
KeyBank National Association
Ohio
$2.88M +$2.88M +56,591 New
VF
124
Vawter Financial
Ohio
$2.83M -$308K -6,041 -10%
SA
125
Skyline Advisors
Washington
$2.81M -$40.3K -792 -1%
3 4
5
6 7