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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$184M -$14.8M -291,820 -7%
Bank of America
2
Bank of America
North Carolina
$153M +$3.73M +73,567 +3%
LPL Financial
3
LPL Financial
California
$89.2M +$8.73M +172,347 +11%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$88.5M +$3.44M +67,868 +4%
FT
5
Fiduciary Trust
Massachusetts
$62.5M -$5.29M -104,392 -8%
Wells Fargo
6
Wells Fargo
California
$53.3M +$4.58M +90,329 +9%
RCA
7
Resonant Capital Advisors
Wisconsin
$45.3M +$8.29M +163,699 +22%
JP Morgan Chase
8
JP Morgan Chase
New York
$40.3M +$7.13M +140,835 +22%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$35.4M -$1.46M -28,877 -4%
UBS Group
10
UBS Group
Switzerland
$32.2M -$3.03M -59,868 -9%
Renaissance Technologies
11
Renaissance Technologies
New York
$29.9M -$375K -7,400 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$29M +$5.62M +110,883 +24%
WAM
13
Weatherly Asset Management
California
$28.1M -$633K -12,501 -2%
Cerity Partners
14
Cerity Partners
New York
$27.9M -$4.43M -87,418 -14%
GSIS
15
Global Strategic Investment Solutions
Arizona
$27.2M -$311K -6,147 -1%
Corient Private Wealth
16
Corient Private Wealth
Florida
$25.8M -$141K -2,783 -0.5%
BA
17
Bridgewater Advisors
New York
$22.7M -$8.41M -166,095 -27%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$20.1M +$15.3M +302,492 +325%
HighTower Advisors
19
HighTower Advisors
Illinois
$19.3M -$472K -9,315 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$19.2M -$255K -5,030 -1%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$19M +$8.01M +158,170 +73%
MA
22
MJP Associates
Connecticut
$18.5M +$2.46M +48,487 +15%
AO
23
Advisor OS
Illinois
$18.3M +$2.34M +46,175 +15%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.7M +$125K +2,463 +0.7%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$16.6M +$7.28M +143,689 +78%

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.