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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 %
AA
176
Ancora Advisors
Ohio
$1.35M +$59.1K +1,165 +5%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$1.34M +$194K +3,831 +17%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$1.31M -$305K -6,014 -19%
PSCM
179
Per Stirling Capital Management
Texas
$1.28M – – –
BCG
180
BayBridge Capital Group
California
$1.24M +$9.07K +179 +0.7%
DWP
181
Daymark Wealth Partners
Ohio
$1.21M +$377K +7,422 +45%
PFS
182
Prospera Financial Services
Texas
$1.18M +$1.18M +23,234 New
PIA
183
Perennial Investment Advisors
California
$1.16M +$41.8K +824 +4%
Brown Advisory
184
Brown Advisory
Maryland
$1.16M -$48.4K -954 -4%
TAM
185
Titleist Asset Management
Texas
$1.14M -$51.6K -1,017 -4%
CG
186
Cynosure Group
Utah
$1.11M – – –
FCA
187
FinTrust Capital Advisors
South Carolina
$1.1M +$111K +2,180 +11%
SFS
188
Security Financial Services
Indiana
$1.1M -$78.9K -1,555 -7%
IPW
189
Intergy Private Wealth
Colorado
$1.1M -$8.68K -171 -0.8%
PWH
190
Priebe Wealth Holdings
Minnesota
$1.08M -$672K -13,250 -38%
SRWM
191
Shira Ridge Wealth Management
California
$1.04M -$48.4K -953 -4%
RDFA
192
Ritter Daniher Financial Advisory
Ohio
$1.04M -$497K -9,794 -32%
TP
193
Tranquility Partners
Tennessee
$1.02M – – –
EFS
194
Essex Financial Services
Connecticut
$1.01M +$65.2K +1,285 +7%
NA
195
Nottingham Advisors
New York
$984K +$794K +20,795 +416%
FMP
196
Financial Management Professionals
Texas
$980K +$980K +19,307 New
CCMG
197
Clark Capital Management Group
Pennsylvania
$967K -$13.3K -262 -1%
Morgan Stanley
198
Morgan Stanley
New York
$954K -$1.59M -31,270 -62%
FCFC
199
First Citizens Financial Corp
Iowa
$941K -$132K -2,599 -12%
CFS
200
Commonwealth Financial Services
West Virginia
$933K – – –
6 7
8
9 10