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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 %
CFGF
151
Compass Financial Group (Florida)
Florida
$1.77M +$1.02K +20 +0.1%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$1.75M +$1.75M +34,559 New
SWP
153
Stratos Wealth Partners
Ohio
$1.75M -$63.8K -1,258 -4%
CA
154
Cetera Advisors
Colorado
$1.72M +$588K +11,589 +52%
PAG
155
Paladin Advisory Group
Iowa
$1.69M +$149K +2,951 +10%
SIA
156
Soltis Investment Advisors
Utah
$1.68M -$111K -2,179 -6%
IIC
157
Ironwood Investment Counsel
Arizona
$1.66M -$1.13M -22,213 -40%
AI
158
Atria Investments
North Carolina
$1.65M +$1.65M +32,523 New
PHWM
159
Pine Harbor Wealth Management
Maryland
$1.63M +$1.63M +32,129 New
KA
160
Kooman & Associates
Pennsylvania
$1.61M +$88.9K +1,753 +6%
KL
161
KWMG LLC
Kansas
$1.59M +$62.3K +1,227 +4%
AWM
162
Able Wealth Management
New Jersey
$1.58M +$211K +4,160 +15%
SW
163
StrongBox Wealth
Missouri
$1.57M +$338K +6,670 +27%
AAS
164
Ameritas Advisory Services
Nebraska
$1.57M +$1.57M +30,851 New
NC
165
NewSquare Capital
Pennsylvania
$1.54M -$38.8K -765 -2%
TWM
166
Tradition Wealth Management
Minnesota
$1.53M -$563K -11,100 -27%
JWBC
167
John W. Brooker & Co
California
$1.53M +$329K +6,476 +27%
EFL
168
ERn Financial LLC
Wisconsin
$1.5M +$297K +5,847 +25%
SWM
169
SigFig Wealth Management
California
$1.49M -$717K -14,130 -32%
NCM
170
New Capital Management
Texas
$1.45M -$246K -4,847 -14%
SOS
171
Silver Oak Securities
Tennessee
$1.44M -$131K -2,577 -8%
LWP
172
Laurel Wealth Planning
Minnesota
$1.42M +$158K +3,105 +12%
EWS
173
Evergreen Wealth Solutions
Pennsylvania
$1.4M -$855K -16,849 -38%
AF
174
Advisornet Financial
Minnesota
$1.39M +$942K +18,560 +209%
BWA
175
Boulder Wealth Advisors
Colorado
$1.38M +$1.38M +27,156 New
5 6
7
8 9