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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

304 hedge funds and large institutions have $2.79B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.81%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
41
Increased
112
Reduced
116
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.39B
2
SFA
2
Sequoia Financial Advisors
Ohio
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
4
TWM
4
TMD Wealth Management
Arizona
$14.7M
5
William Blair & Company
5
William Blair & Company
Illinois
$14.7M

Top Sellers

1
CP
1
Corbenic Partners
Pennsylvania
$51M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$92.7M
3
PP
3
Palladium Partners
Virginia
$22.7M
4
B
4
Bailard
California
$7.84M
5
HWM
5
HB Wealth Management
Georgia
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
226
Dakota Wealth Management
Florida
$478K +$478K +9,435 New
SWP
227
Summit Wealth Partners
Florida
$476K +$24.9K +491 +6%
Stifel Financial
228
Stifel Financial
Missouri
$465K +$82.4K +1,625 +22%
BRWM
229
B. Riley Wealth Management
Tennessee
$464K +$464K +9,228 New
CG
230
CFO4Life Group
Texas
$426K +$304 +6 +0.1%
LWP
231
Laurel Wealth Planning
Minnesota
$421K -$39.3K -776 -9%
HSA
232
HBK Sorce Advisory
Pennsylvania
$418K – – –
EBWM
233
Eagle Bluffs Wealth Management
Missouri
$405K +$6.03K +119 +2%
CAL
234
Capital Advisors Ltd
Ohio
$400K – – –
SSB
235
Sandy Spring Bank
Maryland
$387K -$427K -8,450 -52%
HAS
236
HBW Advisory Services
California
$368K +$146K +2,876 +66%
PCM
237
Parsons Capital Management
Rhode Island
$360K – – –
NC
238
NovaPoint Capital
Georgia
$353K -$5.06K -100 -1%
RJFSA
239
Raymond James Financial Services Advisors
Florida
$348K -$131K -2,593 -27%
Citadel Advisors
240
Citadel Advisors
Florida
$348K +$348K +6,871 New
MA
241
Mutual Advisors
Nebraska
$343K +$2.23K +44 +0.7%
PIA
242
Pinion Investment Advisors
Kansas
$341K +$127K +2,500 +59%
AAS
243
Annex Advisory Services
Wisconsin
$340K -$131K -2,581 -28%
MML Investors Services
244
MML Investors Services
Massachusetts
$339K -$993K -19,614 -75%
WP
245
WealthSource Partners
California
$330K +$5.21K +103 +2%
SIAP
246
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$329K – – –
ICM
247
IMS Capital Management
Oregon
$324K -$109K -2,150 -25%
SIM
248
Stratos Investment Management
Ohio
$324K -$23.6K -466 -7%
IA
249
Insight Advisors
Pennsylvania
$319K +$25.3K +500 +9%
MA
250
MONECO Advisors
Connecticut
$318K -$101K -2,000 -24%
8 9
10
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