JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

291 hedge funds and large institutions have $1.42B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+36
Holders Change %
+14.12%
% of All Funds
4.49%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.29%
New
54
Increased
107
Reduced
76
Closed
14
Calls
$1.79M
Puts
–
Net Calls
+$1.79M
Net Calls Change
+$1.76M

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$134M
2
CP
2
Corbenic Partners
Pennsylvania
$121M
3
BA
3
Bridgewater Advisors
New York
$26.2M
4
PP
4
Palladium Partners
Virginia
$56.2M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$9.05M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$36M
2
AA
2
Auxano Advisors
Washington
$6.24M
3
BTWM
3
Baker Tilly Wealth Management
Wisconsin
$0
4
Jane Street
4
Jane Street
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
226
Stratos Investment Management
Ohio
$351K +$9.72K +190 +3%
MA
227
Mutual Advisors
Nebraska
$344K – – –
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$343K -$114K -2,231 -25%
VIM
229
Vista Investment Management
Pennsylvania
$342K +$342K +6,707 New
SIAP
230
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$332K -$347K -6,800 -51%
SAF
231
Smith Anglin Financial
Texas
$329K +$329K +6,447 New
Morgan Stanley
232
Morgan Stanley
New York
$328K +$249K +4,876 +315%
WP
233
WealthSource Partners
California
$328K +$328K +6,420 New
LSPW
234
Lake Street Private Wealth
Illinois
$326K -$2.35K -46 -0.7%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$321K +$174K +3,403 +118%
TDC
236
Thompson Davis & Co
Virginia
$317K +$317K +6,200 New
SAM
237
Secure Asset Management
Michigan
$311K +$19.4K +380 +7%
TI
238
Tidal Investments
Wisconsin
$306K – – –
BIA
239
BHK Investment Advisors
Alabama
$306K – – –
OC
240
Oppenheimer & Co
New York
$306K – – –
William Blair & Company
241
William Blair & Company
Illinois
$306K – – –
HG
242
Harbor Group
New Hampshire
$302K – – –
FT
243
Fiduciary Trust
Massachusetts
$300K – – –
CWA
244
Core Wealth Advisors
Florida
$300K – – –
IA
245
Insight Advisors
Pennsylvania
$296K – – –
FPOC
246
Financial Planners of Cleveland
Ohio
$291K +$291K +5,706 New
CIAS
247
CFS Investment Advisory Services
New Jersey
$280K -$5.69M -111,681 -95%
SI
248
Stephens Inc
Arkansas
$279K – – –
HFS
249
Howard Financial Services
Texas
$278K +$278K +5,438 New
FA
250
FDx Advisors
Illinois
$273K -$9.09K -178 -3%
8 9
10
11 12