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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
+$15.4M
2
LPL Financial
LPL Financial
California
+$8.75M
3
RCA
Resonant Capital Advisors
Wisconsin
+$8.31M
4
NA
NewEdge Advisors
Louisiana
+$8.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$8.03M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.8M
2
OCM
One Capital Management
California
-$10.1M
3
BA
Bridgewater Advisors
New York
-$8.44M
4
MWA
Mills Wealth Advisors
Texas
-$6.81M
5
SC
Slow Capital
California
-$6.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
176
Modera Wealth Management
New Jersey
$1.5M +$1.5M +29,575 New
TWM
177
Tradition Wealth Management
Minnesota
$1.43M -$101K -2,000 -7%
NCM
178
New Capital Management
Texas
$1.4M -$49.3K -971 -3%
JWBC
179
John W. Brooker & Co
California
$1.4M -$128K -2,531 -8%
PAG
180
Paladin Advisory Group
Iowa
$1.38M -$311K -6,151 -18%
AA
181
Ancora Advisors
Ohio
$1.35M – – –
AWM
182
Able Wealth Management
New Jersey
$1.33M -$244K -4,805 -15%
PIA
183
Perennial Investment Advisors
California
$1.32M +$164K +3,240 +14%
NC
184
NewSquare Capital
Pennsylvania
$1.29M -$249K -4,900 -16%
ATS
185
Ashton Thomas Securities
New York
$1.27M +$1.27M +25,153 New
ST
186
Sentinel Trust
Texas
$1.26M +$502K +9,890 +67%
BCG
187
BayBridge Capital Group
California
$1.25M +$6.5K +128 +0.5%
PSCM
188
Per Stirling Capital Management
Texas
$1.23M -$50.7K -1,000 -4%
PFS
189
Prospera Financial Services
Texas
$1.18M +$507 +10 +0%
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$1.15M +$674K +13,283 +140%
SA
191
Stewardship Advisors
Pennsylvania
$1.11M +$250K +4,930 +29%
CG
192
Cynosure Group
Utah
$1.11M – – –
HSG
193
Helen Stephens Group
Texas
$1.09M +$562K +11,083 +107%
FCA
194
FinTrust Capital Advisors
South Carolina
$1.07M -$23.9K -470 -2%
TDC
195
Thompson Davis & Co
Virginia
$1.07M +$454K +8,941 +74%
RWA
196
Rooted Wealth Advisors
Illinois
$1.05M +$346K +6,815 +49%
RMF
197
Red Mountain Financial
Colorado
$1.04M +$1.04M +20,546 New
IPW
198
Intergy Private Wealth
Colorado
$1.04M -$59.9K -1,181 -5%
SAI
199
Savvy Advisors Inc
New York
$1.02M +$1.02M +20,121 New
TP
200
Tranquility Partners
Tennessee
$1.02M – – –
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8
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