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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

432 hedge funds and large institutions have $2.22B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 191 increasing their positions, 134 reducing their positions, and 37 closing their positions.

Holders
432
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
6.25%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
53
Increased
191
Reduced
134
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Salomon & Ludwin
Virginia
$51.9M
2
FWA
2
FSM Wealth Advisors
Ohio
$30.2M
3
NP
3
NorthRock Partners
Minnesota
$22.6M
4
AAS
4
Annex Advisory Services
Wisconsin
$21.7M
5
CAMG
5
CWA Asset Management Group
Florida
$19.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$91.5M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$19.8M
3
FT
3
Fiduciary Trust
Massachusetts
$49.8M
4
AAS
4
Avantax Advisory Services
Texas
$2.02M
5
Wells Fargo
5
Wells Fargo
California
$47.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$152M 2,980,256 -28,853 -1%
LPL Financial
2
LPL Financial
California
$98.1M 1,925,693 +167,861 +10%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$97.6M 1,916,421 +172,076 +10%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$91.5M 1,795,778 -1,831,601 -50%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$85M 323,936 -3,215 -1%
RCA
6
Resonant Capital Advisors
Wisconsin
$58.6M 1,150,249 +257,415 +29%
SL
7
Salomon & Ludwin
Virginia
$51.9M 1,019,611 +830,218 +438%
FT
8
Fiduciary Trust
Massachusetts
$49.8M 977,349 -254,197 -21%
Wells Fargo
9
Wells Fargo
California
$47.9M 940,141 -110,245 -10%
Renaissance Technologies
10
Renaissance Technologies
New York
$47.6M 935,300 +346,100 +59%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$44.1M 864,940 +70,821 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$31.7M 622,012 +51,508 +9%
FWA
13
FSM Wealth Advisors
Ohio
$30.2M 593,698 +517,187 +676%
WAM
14
Weatherly Asset Management
California
$30.1M 590,349 +36,738 +7%
Cerity Partners
15
Cerity Partners
New York
$29.9M 587,673 +36,978 +7%
UBS Group
16
UBS Group
Switzerland
$29.5M 578,503 -55,168 -9%
Corient Private Wealth
17
Corient Private Wealth
Florida
$27.2M 533,997 +24,589 +5%
GSIS
18
Global Strategic Investment Solutions
Arizona
$26.1M 513,277 -23,302 -4%
BA
19
Bridgewater Advisors
New York
$25.4M 500,517 +53,601 +12%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$24.4M 478,831 +83,353 +21%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$23M 451,352 +76,131 +20%
NP
22
NorthRock Partners
Minnesota
$22.6M 443,905 +435,757 +5,348%
AAS
23
Annex Advisory Services
Wisconsin
$21.7M 426,198 +426,198 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$21.2M 416,025 +95,148 +30%
Osaic Holdings
25
Osaic Holdings
Arizona
$20.4M 401,069 +23,375 +6%
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