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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

432 hedge funds and large institutions have $2.22B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 191 increasing their positions, 134 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
6.25%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
53
Increased
191
Reduced
134
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Salomon & Ludwin
Virginia
$51.9M
2
FWA
FSM Wealth Advisors
Ohio
$30.2M
3
NP
NorthRock Partners
Minnesota
$22.6M
4
AAS
Annex Advisory Services
Wisconsin
$21.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$47.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$91.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$19.8M
3
FT
Fiduciary Trust
Massachusetts
$49.8M
4
AAS
Avantax Advisory Services
Texas
$2.02M
5
Wells Fargo
Wells Fargo
California
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
176
1900 Wealth Management
Texas
$1.66M -$35.4K -694 -2%
HIM
177
Harbour Investment Management
Washington
$1.65M +$769K +15,100 +87%
PAG
178
Paladin Advisory Group
Iowa
$1.65M +$258K +5,070 +19%
PHWM
179
Pine Harbor Wealth Management
Maryland
$1.64M – – –
CPA
180
Clear Point Advisors
New York
$1.61M -$140K -2,755 -8%
WIC
181
Whitegate Investment Counselors
New Hampshire
$1.61M +$1.61M +31,605 New
KA
182
Kooman & Associates
Pennsylvania
$1.6M -$110K -2,161 -6%
CWM
183
CCG Wealth Management
California
$1.56M +$1.56M +30,657 New
WANY
184
Wealthspire Advisors (New York)
New York
$1.56M -$1.68M -33,003 -52%
Prudential Financial
185
Prudential Financial
New Jersey
$1.54M +$1.54M +30,169 New
Jones Financial Companies
186
Jones Financial Companies
Missouri
$1.51M +$661K +12,983 +78%
NCM
187
New Capital Management
Texas
$1.41M +$5.81K +114 +0.4%
PJWM
188
Philip James Wealth Mangement
Georgia
$1.38M +$1.02M +20,056 +282%
JWBC
189
John W. Brooker & Co
California
$1.38M -$28.6K -562 -2%
4WM
190
49 Wealth Management
Texas
$1.37M -$919K -18,038 -40%
PIA
191
Perennial Investment Advisors
California
$1.36M +$30.5K +599 +2%
CFO
192
Collective Family Office
Pennsylvania
$1.31M -$664K -13,031 -34%
CSPIA
193
Cary Street Partners Investment Advisory
Virginia
$1.28M +$1.28M +25,137 New
BCG
194
BayBridge Capital Group
California
$1.26M +$9.17K +180 +0.7%
ST
195
Sentinel Trust
Texas
$1.26M – – –
TWM
196
Tradition Wealth Management
Minnesota
$1.26M -$178K -3,500 -12%
EH
197
Equitable Holdings
New York
$1.26M +$466K +9,145 +59%
AF
198
Advisornet Financial
Minnesota
$1.24M -$810K -15,900 -40%
CTC
199
Central Trust Company
Missouri
$1.23M +$268K +5,253 +28%
ATS
200
Ashton Thomas Securities
New York
$1.23M -$52.9K -1,038 -4%
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