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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

353 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.7%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
71
Increased
115
Reduced
135
Closed
34
Calls
$2.48M
Puts
–
Net Calls
+$2.48M
Net Calls Change
+$593K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$126M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.8M
3
LPL Financial
3
LPL Financial
California
$60.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$273M
2
Jane Street
2
Jane Street
New York
$7.77M
3
TC
3
TownSquare Capital
Utah
$658K
4
DOA
4
D'Orazio & Associates
Virginia
$5.66M
5
SW
5
SVB Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Summit Wealth Partners
Florida
$721K -$29.7K -588 -4%
HSA
227
HBK Sorce Advisory
Pennsylvania
$721K +$721K +14,268 New
AWM
228
Axxcess Wealth Management
California
$701K -$505K -9,990 -42%
CAL
229
Capital Advisors Ltd
Ohio
$700K – – –
IPW
230
Intergy Private Wealth
Colorado
$684K +$459K +9,091 +205%
PSCM
231
Per Stirling Capital Management
Texas
$670K +$670K +13,260 New
WCM
232
WealthBridge Capital Management
Ohio
$659K -$10K -198 -1%
TC
233
TownSquare Capital
Utah
$658K -$38.1M -753,220 -98%
AWS
234
Atria Wealth Solutions
New York
$655K +$655K +12,944 New
TDC
235
Thompson Davis & Co
Virginia
$651K +$404K +8,000 +164%
FPAS
236
Focus Partners Advisor Solutions
Missouri
$633K +$633K +12,524 New
HIP
237
HUB Investment Partners
Texas
$632K -$881K -17,440 -58%
UWM
238
USAdvisors Wealth Management
Minnesota
$623K +$295K +5,828 +90%
BWG
239
Beta Wealth Group
California
$605K – – –
RWA
240
Ropes Wealth Advisors
Massachusetts
$602K +$34.6K +685 +6%
BFA
241
Beaumont Financial Advisors
Massachusetts
$600K +$600K +11,870 New
AHC
242
Adell Harriman & Carpenter
Texas
$594K – – –
CW
243
CreativeOne Wealth
Kansas
$573K -$42.8K -847 -7%
CWM
244
Connecticut Wealth Management
Connecticut
$569K – – –
IWC
245
Integrated Wealth Concepts
Massachusetts
$566K -$4.74M -93,685 -89%
AF
246
Allworth Financial
California
$564K +$321K +6,360 +133%
IA
247
Insight Advisors
Pennsylvania
$559K +$40.9K +810 +8%
SPI
248
Sutton Place Investors
New York
$556K – – –
TNBTD
249
Trustmark National Bank Trust Department
Mississippi
$556K +$556K +11,000 New
CAWM
250
Capital Advisors Wealth Management
Washington
$556K +$45.6K +903 +9%
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10
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