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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 %
SW
126
SkyOak Wealth
Michigan
$2.77M -$211K -4,149 -7%
EWA
127
Encompass Wealth Advisors
Oregon
$2.76M -$154K -3,032 -5%
FFN
128
Focus Financial Network
Minnesota
$2.73M -$1.47M -28,877 -35%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$2.71M +$248K +4,866 +10%
GLLW
130
Graves Light Lenhart Wealth
Virginia
$2.68M -$1.28M -25,047 -32%
MWA
131
MFA Wealth Advisors
Pennsylvania
$2.66M -$3.87K -76 -0.1%
MA
132
Mutual Advisors
Nebraska
$2.64M +$105K +2,061 +4%
DAS
133
Dynamic Advisor Solutions
Arizona
$2.63M -$701K -13,757 -21%
CAM
134
Cresset Asset Management
Illinois
$2.61M +$476K +9,351 +22%
GRP
135
Global Retirement Partners
California
$2.61M -$91.7K -1,801 -3%
IAN
136
Integrated Advisors Network
Texas
$2.55M +$4.38K +86 +0.2%
SFP
137
Sandbox Financial Partners
Maryland
$2.54M +$90.8K +1,783 +4%
VPP
138
Vertex Planning Partners
Illinois
$2.54M -$85.5K -1,678 -3%
SCM
139
SOL Capital Management
Maryland
$2.53M +$2.53M +49,600 New
CAAS
140
Capital Asset Advisory Services
Michigan
$2.51M +$2.51M +49,353 New
SW
141
StrongBox Wealth
Missouri
$2.48M +$729K +14,310 +42%
VWM
142
Venturi Wealth Management
Texas
$2.45M +$593K +11,639 +32%
LL
143
LPWM LLC
Minnesota
$2.42M -$305 -6 -0%
HSG
144
Helen Stephens Group
Texas
$2.41M +$1.32M +25,913 +121%
BL
145
BFSG LLC
California
$2.38M +$58.1K +1,140 +2%
CAM
146
Clarity Asset Management
Iowa
$2.38M +$396K +7,776 +20%
AWC
147
Adamsbrown Wealth Consultants
Kansas
$2.36M +$1.82M +35,661 +332%
OCM
148
One Capital Management
California
$2.36M -$2.21M -43,387 -48%
Creative Planning
149
Creative Planning
Kansas
$2.32M -$82.3K -1,615 -3%
RSWA
150
Robinson Smith Wealth Advisors
Maine
$2.32M +$343K +6,734 +17%
4 5
6
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