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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
+$5.61M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$5.36M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.99M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$19.9M
2
AC
Asio Capital
Kentucky
-$16.1M
3
Renaissance Technologies
Renaissance Technologies
New York
-$10.8M
4
AC
AlphaCore Capital
California
-$9.34M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$7.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
201
Abbrea Capital
California
$921K – – –
SWM
202
Spire Wealth Management
Virginia
$898K -$84.1K -1,658 -9%
IIA
203
Integral Investment Advisors
California
$888K – – –
HIM
204
Harbour Investment Management
Washington
$881K – – –
AOWM
205
Alpha Omega Wealth Management
Virginia
$874K -$13.9K -274 -2%
FWP
206
FAS Wealth Partners
Kansas
$869K +$41.7K +822 +5%
JFA
207
JNBA Financial Advisors
Minnesota
$865K -$175K -3,458 -17%
SA
208
Stewardship Advisors
Pennsylvania
$857K +$857K +16,890 New
CWM
209
Centurion Wealth Management
Virginia
$852K -$233K -4,585 -21%
HFM
210
Hartford Financial Management
Connecticut
$834K -$815K -16,071 -49%
WCFA
211
Walkner Condon Financial Advisors
Wisconsin
$827K -$147K -2,897 -15%
MAC
212
Mason & Associates (California)
California
$822K -$147K -2,891 -15%
ACG
213
Allen Capital Group
Nebraska
$809K -$148K -2,912 -15%
EBWM
214
Eagle Bluffs Wealth Management
Missouri
$792K +$115K +2,271 +17%
AC
215
Apella Capital
Connecticut
$792K -$44K -869 -5%
SFS
216
Starfox Financial Services
Texas
$787K -$32.6K -644 -4%
CTC
217
Central Trust Company
Missouri
$778K -$39.8K -785 -5%
JBA
218
Johnson Bixby & Associates
Washington
$764K -$243K -4,788 -24%
FWM
219
Forza Wealth Management
Florida
$756K – – –
ST
220
Sentinel Trust
Texas
$754K – – –
GWSG
221
GPS Wealth Strategies Group
Colorado
$748K -$376K -7,420 -33%
BHPW
222
Beverly Hills Private Wealth
California
$742K +$374K +7,368 +102%
MP
223
McDonald Partners
Ohio
$741K – – –
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
$737K +$737K +14,519 +362,975%
MTWM
225
Masso Torrence Wealth Management
New Jersey
$716K -$392K -7,725 -35%
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