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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
EWS
201
Evergreen Wealth Solutions
Pennsylvania
$1.02M -$382K -7,534 -27%
BAWC
202
Boyce & Associates Wealth Consulting
Texas
$991K +$546K +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 -$92K -1,816 -9%
FCFC
208
First Citizens Financial Corp
Iowa
$942K
RDFA
209
Ritter Daniher Financial Advisory
Ohio
$941K -$96.2K -1,900 -9%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$940K -$400K -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 +$894K +17,641 New
HIM
214
Harbour Investment Management
Washington
$881K
UAG
215
United Advisor Group
Ohio
$876K +$660K +13,029 +307%
AOWM
216
Alpha Omega Wealth Management
Virginia
$875K +$811 +16 +0.1%
ACG
217
Allen Capital Group
Nebraska
$870K +$61.2K +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 +$777K +15,336 +1,148%
FWP
221
FAS Wealth Partners
Kansas
$833K -$35.9K -708 -4%
EBWM
222
Eagle Bluffs Wealth Management
Missouri
$815K +$22.9K +453 +3%
WIC
223
Woodmont Investment Counsel
Tennessee
$812K +$383K +7,570 +90%
AC
224
Apella Capital
Connecticut
$800K +$6.89K +136 +0.9%
WA
225
Wealthstar Advisors
Texas
$793K +$792K +15,627 New

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.