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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
$20.1M
2
LPL Financial
LPL Financial
California
$89.2M
3
RCA
Resonant Capital Advisors
Wisconsin
$45.3M
4
NA
NewEdge Advisors
Louisiana
$10.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$184M
2
OCM
One Capital Management
California
$4.55M
3
BA
Bridgewater Advisors
New York
$22.7M
4
MWA
Mills Wealth Advisors
Texas
$15.3M
5
SC
Slow Capital
California
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWS
201
Evergreen Wealth Solutions
Pennsylvania
$1.02M -$382K -7,534 -27%
BAWC
202
Boyce & Associates Wealth Consulting
Texas
$991K +$547K +10,787 +123%
SFS
203
Security Financial Services
Indiana
$987K -$112K -2,205 -10%
FMP
204
Financial Management Professionals
Texas
$980K – – –
CTC
205
Central Trust Company
Missouri
$963K +$185K +3,645 +24%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$961K -$351K -6,924 -27%
SRWM
207
Shira Ridge Wealth Management
California
$946K -$92.2K -1,816 -9%
FCFC
208
First Citizens Financial Corp
Iowa
$942K – – –
RDFA
209
Ritter Daniher Financial Advisory
Ohio
$941K -$96.4K -1,900 -9%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$940K -$401K -7,903 -30%
PWH
211
Priebe Wealth Holdings
Minnesota
$928K -$154K -3,035 -14%
WCFA
212
Walkner Condon Financial Advisors
Wisconsin
$927K +$100K +1,974 +12%
FB
213
Fulton Bank
Pennsylvania
$895K +$895K +17,641 New
HIM
214
Harbour Investment Management
Washington
$881K – – –
UAG
215
United Advisor Group
Ohio
$876K +$661K +13,029 +307%
AOWM
216
Alpha Omega Wealth Management
Virginia
$875K +$812 +16 +0.1%
ACG
217
Allen Capital Group
Nebraska
$870K +$61.3K +1,208 +8%
JFA
218
JNBA Financial Advisors
Minnesota
$866K +$1.52K +30 +0.2%
SPIA
219
Steward Partners Investment Advisory
New York
$852K +$249K +4,907 +41%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$846K +$778K +15,336 +1,148%
FWP
221
FAS Wealth Partners
Kansas
$833K -$35.9K -708 -4%
EBWM
222
Eagle Bluffs Wealth Management
Missouri
$815K +$23K +453 +3%
WIC
223
Woodmont Investment Counsel
Tennessee
$812K +$384K +7,570 +90%
AC
224
Apella Capital
Connecticut
$800K +$6.89K +136 +0.9%
WA
225
Wealthstar Advisors
Texas
$793K +$793K +15,627 New
7 8
9
10 11