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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.

New
Increased
Maintained
Reduced
Closed
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
Cambridge Investment Research Advisors
Iowa
$20.1M
2
LPL Financial
LPL Financial
California
$89.2M
3
RCA
Resonant Capital Advisors
Wisconsin
$45.3M
4
NA
NewEdge Advisors
Louisiana
$10.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$184M
2
OCM
One Capital Management
California
$4.55M
3
BA
Bridgewater Advisors
New York
$22.7M
4
MWA
Mills Wealth Advisors
Texas
$15.3M
5
SC
Slow Capital
California
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
151
Bristlecone Advisors
Washington
$2.02M -$87.6K -1,727 -4%
CAM
152
Clarity Asset Management
Iowa
$1.97M +$46.2K +911 +2%
RSWA
153
Robinson Smith Wealth Advisors
Maine
$1.97M +$98.4K +1,939 +5%
CFO
154
Collective Family Office
Pennsylvania
$1.96M -$1.7M -33,464 -46%
KA
155
Klingman & Associates
New York
$1.93M -$577K -11,379 -23%
LWP
156
Laurel Wealth Planning
Minnesota
$1.93M +$512K +10,085 +36%
IIC
157
Ironwood Investment Counsel
Arizona
$1.92M +$251K +4,945 +15%
KCM
158
KM Capital Management
Texas
$1.9M -$206K -4,057 -10%
VWM
159
Venturi Wealth Management
Texas
$1.85M +$6.34K +125 +0.3%
CIA
160
Concurrent Investment Advisors
Florida
$1.82M +$1.4M +27,596 +331%
CFGF
161
Compass Financial Group (Florida)
Florida
$1.77M -$1.32K -26 -0.1%
FIM
162
Freedom Investment Management
Connecticut
$1.76M -$502K -9,892 -22%
SWP
163
Stratos Wealth Partners
Ohio
$1.75M +$4.26K +84 +0.2%
EFS
164
Essex Financial Services
Connecticut
$1.75M +$741K +14,592 +73%
CPA
165
Clear Point Advisors
New York
$1.75M -$163K -3,212 -9%
SW
166
StrongBox Wealth
Missouri
$1.74M +$167K +3,295 +11%
EFL
167
ERn Financial LLC
Wisconsin
$1.73M +$232K +4,575 +15%
KA
168
Kooman & Associates
Pennsylvania
$1.71M +$97.3K +1,918 +6%
1WM
169
1900 Wealth Management
Texas
$1.69M -$543K -10,699 -24%
AI
170
Atria Investments
North Carolina
$1.66M +$14.4K +283 +0.9%
PHWM
171
Pine Harbor Wealth Management
Maryland
$1.63M – – –
KL
172
KWMG LLC
Kansas
$1.62M +$21.6K +425 +1%
DPI
173
Diversified Portfolios Inc
Michigan
$1.58M +$1.58M +31,187 New
DWP
174
Daymark Wealth Partners
Ohio
$1.57M +$357K +7,031 +29%
NF
175
NavPoint Financial
Minnesota
$1.52M -$1.08M -21,254 -42%
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