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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$149M
2
AC
Asio Capital
Kentucky
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$30.3M
4
AC
AlphaCore Capital
California
$0
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGS
126
Galvin Gaustad & Stein
Arizona
$2.55M -$498K -9,811 -16%
KA
127
Klingman & Associates
New York
$2.51M -$1.38M -27,208 -35%
LL
128
LPWM LLC
Minnesota
$2.45M +$340K +6,732 +16%
SFP
129
Sandbox Financial Partners
Maryland
$2.4M +$44.2K +871 +2%
Creative Planning
130
Creative Planning
Kansas
$2.39M -$764K -15,054 -24%
BL
131
BFSG LLC
California
$2.35M -$101K -1,985 -4%
FFA
132
First Foundation Advisors
California
$2.34M -$2.13M -42,065 -48%
FIM
133
Freedom Investment Management
Connecticut
$2.26M -$728K -14,341 -24%
VCM
134
Virtue Capital Management
Tennessee
$2.23M – – –
1WM
135
1900 Wealth Management
Texas
$2.23M -$1.18M -23,182 -35%
YIA
136
YHB Investment Advisors
Connecticut
$2.14M +$10.5K +206 +0.5%
IA
137
IFP Advisors
Florida
$2.12M +$537K +10,583 +34%
BA
138
Bristlecone Advisors
Washington
$2.11M +$36K +710 +2%
KCM
139
KM Capital Management
Texas
$2.11M -$206K -4,056 -9%
NA
140
NewEdge Advisors
Louisiana
$2.05M -$40.7K -803 -2%
CTA
141
Chesley Taft & Associates
Illinois
$2.02M -$101K -1,990 -5%
CAM
142
Clarity Asset Management
Iowa
$1.93M +$152K +3,000 +9%
CPA
143
Clear Point Advisors
New York
$1.91M -$46.9K -924 -2%
RSWA
144
Robinson Smith Wealth Advisors
Maine
$1.87M +$114K +2,241 +6%
KSWA
145
Kathleen S. Wright Associates
Pennsylvania
$1.86M +$34.6K +682 +2%
VWM
146
Venturi Wealth Management
Texas
$1.85M +$33K +650 +2%
IA
147
Insight Advisors
Pennsylvania
$1.84M +$1.41M +27,728 +322%
PTC
148
Private Trust Company
Ohio
$1.84M -$149K -2,936 -7%
SA
149
Skyline Advisors
Washington
$1.83M -$73.5K -1,448 -4%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$1.81M +$205K +4,037 +13%
4 5
6
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