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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.

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
1
Cambridge Investment Research Advisors
Iowa
$20.1M
2
LPL Financial
2
LPL Financial
California
$89.2M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$45.3M
4
NA
4
NewEdge Advisors
Louisiana
$10.2M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$19M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$184M
2
OCM
2
One Capital Management
California
$4.55M
3
BA
3
Bridgewater Advisors
New York
$22.7M
4
MWA
4
Mills Wealth Advisors
Texas
$15.3M
5
SC
5
Slow Capital
California
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$184M 3,627,379 -291,820 -7%
Bank of America
2
Bank of America
North Carolina
$153M 3,009,109 +73,567 +3%
LPL Financial
3
LPL Financial
California
$89.2M 1,757,832 +172,347 +11%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$88.5M 1,744,345 +67,868 +4%
FT
5
Fiduciary Trust
Massachusetts
$62.5M 1,231,546 -104,392 -8%
Wells Fargo
6
Wells Fargo
California
$53.3M 1,050,386 +90,329 +9%
RCA
7
Resonant Capital Advisors
Wisconsin
$45.3M 892,834 +163,699 +22%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$40.3M 794,119 +140,835 +22%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$35.4M 698,100 -28,877 -4%
UBS Group
10
UBS Group
Switzerland
$32.2M 633,671 -59,868 -9%
Renaissance Technologies
11
Renaissance Technologies
New York
$29.9M 589,200 -7,400 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$29M 570,504 +110,883 +24%
WAM
13
Weatherly Asset Management
California
$28.1M 553,611 -12,501 -2%
Cerity Partners
14
Cerity Partners
New York
$27.9M 550,695 -87,418 -14%
GSIS
15
Global Strategic Investment Solutions
Arizona
$27.2M 536,579 -6,147 -1%
Corient Private Wealth
16
Corient Private Wealth
Florida
$25.8M 509,408 -2,783 -0.5%
BA
17
Bridgewater Advisors
New York
$22.7M 446,916 -166,095 -27%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$20.1M 395,478 +302,492 +325%
HighTower Advisors
19
HighTower Advisors
Illinois
$19.3M 380,438 -9,315 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$19.2M 377,694 -5,030 -1%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$19M 375,221 +158,170 +73%
MA
22
MJP Associates
Connecticut
$18.5M 363,661 +48,487 +15%
AO
23
Advisor OS
Illinois
$18.3M 361,349 +46,175 +15%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.7M 349,498 +2,463 +0.7%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$16.6M 327,151 +143,689 +78%
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