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JPMorgan Ultra-Short Municipal Income ETF

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

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 404424 (+20)

1% more capital invested

Capital invested by funds: $1.96B → $1.98B (+$13.5M)

0.35% less ownership

Funds ownership: 74.34%73.99% (-0.35%)

1% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 155

Holders
424
Holders Change
+20
Holders Change %
+4.95%
% of All Funds
6.12%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
56
Increased
153
Reduced
155
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
151
Bristlecone Advisors
Washington
$2.02M -$87.5K -1,727 -4%
CAM
152
Clarity Asset Management
Iowa
$1.97M +$46.1K +911 +2%
RSWA
153
Robinson Smith Wealth Advisors
Maine
$1.97M +$98.2K +1,939 +5%
CFO
154
Collective Family Office
Pennsylvania
$1.96M -$1.7M -33,464 -46%
KA
155
Klingman & Associates
New York
$1.93M -$576K -11,379 -23%
LWP
156
Laurel Wealth Planning
Minnesota
$1.93M +$511K +10,085 +36%
IIC
157
Ironwood Investment Counsel
Arizona
$1.92M +$250K +4,945 +15%
KCM
158
KM Capital Management
Texas
$1.9M -$206K -4,057 -10%
VWM
159
Venturi Wealth Management
Texas
$1.85M +$6.33K +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 -$501K -9,892 -22%
SWP
163
Stratos Wealth Partners
Ohio
$1.75M +$4.25K +84 +0.2%
EFS
164
Essex Financial Services
Connecticut
$1.75M +$739K +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 +$97.2K +1,918 +6%
1WM
169
1900 Wealth Management
Texas
$1.69M -$542K -10,699 -24%
AI
170
Atria Investments
North Carolina
$1.66M +$14.3K +283 +0.9%
PHWM
171
Pine Harbor Wealth Management
Maryland
$1.63M
KL
172
KWMG LLC
Kansas
$1.62M +$21.5K +425 +1%
DPI
173
Diversified Portfolios Inc
Michigan
$1.58M +$1.58M +31,187 New
DWP
174
Daymark Wealth Partners
Ohio
$1.57M +$356K +7,031 +29%
NF
175
NavPoint Financial
Minnesota
$1.52M -$1.08M -21,254 -42%

JMST Hedge Fund Activity: Q2 2024 in Review

424 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q2 2024, worth a combined $1.98B — up 0.69% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new JMST positions and 29 closed out — a net gain of 27 holders — while 153 added to existing stakes and 155 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $15.3M. The largest seller was Fidelity Investments, cutting an estimated $14.8M.

  • 424 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q2 2024, up from 404 in Q1 2024.
  • Funds reported $1.98B of JPMorgan Ultra-Short Municipal Income ETF stock for Q2 2024, up 0.69% quarter-over-quarter.
  • 56 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q2 2024 and 29 closed out, a net change of +27 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $15.3M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q2 2024 was Fidelity Investments, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2024.