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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.

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
1
Great Point Wealth Advisors
Massachusetts
$7.99M
2
SL
2
Salomon & Ludwin
Virginia
$7.35M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$23.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$11M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.02M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$149M
2
AC
2
Asio Capital
Kentucky
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$30.3M
4
AC
4
AlphaCore Capital
California
$0
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$199M 3,919,199 +739 +0%
Bank of America
2
Bank of America
North Carolina
$149M 2,935,542 -391,361 -12%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$85.1M 1,676,477 -108,186 -6%
LPL Financial
4
LPL Financial
California
$80.4M 1,585,485 +24,000 +2%
FT
5
Fiduciary Trust
Massachusetts
$67.8M 1,335,938 -120,345 -8%
Wells Fargo
6
Wells Fargo
California
$48.7M 960,057 -3,486 -0.4%
RCA
7
Resonant Capital Advisors
Wisconsin
$37M 729,135 +50,223 +7%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$36.9M 726,977 +59,051 +9%
UBS Group
9
UBS Group
Switzerland
$35.2M 693,539 -85,311 -11%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$33.1M 653,284 +25,730 +4%
Cerity Partners
11
Cerity Partners
New York
$32.4M 638,113 -26,484 -4%
BA
12
Bridgewater Advisors
New York
$31.1M 613,011 -22,833 -4%
Renaissance Technologies
13
Renaissance Technologies
New York
$30.3M 596,600 -212,139 -26%
WAM
14
Weatherly Asset Management
California
$28.7M 566,112 -5,673 -1%
CAMG
15
CWA Asset Management Group
Florida
$27.7M 546,871 +53,033 +11%
GSIS
16
Global Strategic Investment Solutions
Arizona
$27.5M 542,726 +73,673 +16%
Corient Private Wealth
17
Corient Private Wealth
Florida
$26M 512,191 +17,416 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$23.3M 459,621 +110,643 +32%
MWA
19
Mills Wealth Advisors
Texas
$22.1M 434,735 -28,867 -6%
HighTower Advisors
20
HighTower Advisors
Illinois
$19.8M 389,753 +60,467 +18%
Osaic Holdings
21
Osaic Holdings
Arizona
$19.4M 382,724 -12,898 -3%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.6M 347,035 -154,572 -31%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$17.5M 344,896 -22,617 -6%
PWP
24
Principle Wealth Partners
Connecticut
$16.7M 329,504 -35,093 -10%
AO
25
Advisor OS
Illinois
$16M 315,174 +23,512 +8%
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