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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
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 -$49.2K -971 -3%
JWBC
179
John W. Brooker & Co
California
$1.4M -$128K -2,531 -8%
PAG
180
Paladin Advisory Group
Iowa
$1.38M -$312K -6,151 -18%
AA
181
Ancora Advisors
Ohio
$1.35M
AWM
182
Able Wealth Management
New Jersey
$1.33M -$243K -4,805 -15%
PIA
183
Perennial Investment Advisors
California
$1.32M +$164K +3,240 +14%
NC
184
NewSquare Capital
Pennsylvania
$1.29M -$248K -4,900 -16%
ATS
185
Ashton Thomas Securities
New York
$1.27M +$1.27M +25,153 New
ST
186
Sentinel Trust
Texas
$1.26M +$501K +9,890 +67%
BCG
187
BayBridge Capital Group
California
$1.25M +$6.48K +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 +$673K +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 +$561K +11,083 +107%
FCA
194
FinTrust Capital Advisors
South Carolina
$1.07M -$23.8K -470 -2%
TDC
195
Thompson Davis & Co
Virginia
$1.07M +$453K +8,941 +74%
RWA
196
Rooted Wealth Advisors
Illinois
$1.05M +$345K +6,815 +49%
RMF
197
Red Mountain Financial
Colorado
$1.04M +$1.04M +20,546 New
IPW
198
Intergy Private Wealth
Colorado
$1.04M -$59.8K -1,181 -5%
SAI
199
Savvy Advisors Inc
New York
$1.02M +$1.02M +20,121 New
TP
200
Tranquility Partners
Tennessee
$1.02M

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.