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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.86%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$37M
2
Renaissance Technologies
Renaissance Technologies
New York
$14.7M
3
SW
SVB Wealth
Massachusetts
$11.6M
4
GVAG
Great Valley Advisor Group
Delaware
$12.5M
5
SWM
SigFig Wealth Management
California
$9.15M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$214M
2
HWM
HB Wealth Management
Georgia
$12M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$102M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
226
Vista Investment Management
Pennsylvania
$711K -$224K -4,408 -24%
KW
227
KWB Wealth
California
$709K -$20.4K -404 -3%
FF
228
Financial Futures
New Jersey
$709K -$327K -6,437 -32%
PTC
229
Private Trust Company
Ohio
$706K +$264K +5,200 +60%
CAL
230
Capital Advisors Ltd
Ohio
$703K – – –
FPAS
231
Focus Partners Advisor Solutions
Missouri
$680K +$43.8K +862 +7%
WCM
232
WealthBridge Capital Management
Ohio
$667K +$4.83K +95 +0.7%
SFG
233
Sage Financial Group
Pennsylvania
$664K -$104K -2,039 -13%
TDC
234
Thompson Davis & Co
Virginia
$648K -$6.35K -125 -1%
AWM
235
Axxcess Wealth Management
California
$640K -$64.4K -1,267 -9%
HIP
236
HUB Investment Partners
Texas
$635K -$711 -14 -0.1%
SPIA
237
Steward Partners Investment Advisory
New York
$601K +$601K +11,836 New
AHC
238
Adell Harriman & Carpenter
Texas
$597K – – –
TC
239
TownSquare Capital
Utah
$596K -$65.5K -1,289 -10%
UWM
240
USAdvisors Wealth Management
Minnesota
$596K -$29.4K -580 -5%
Northern Trust
241
Northern Trust
Illinois
$583K +$583K +11,470 New
PSCM
242
Per Stirling Capital Management
Texas
$578K -$95.9K -1,888 -14%
CW
243
CreativeOne Wealth
Kansas
$577K +$203 +4 +0%
RWA
244
Ropes Wealth Advisors
Massachusetts
$574K -$31.1K -613 -5%
CWM
245
Connecticut Wealth Management
Connecticut
$572K – – –
IWC
246
Integrated Wealth Concepts
Massachusetts
$569K +$102 +2 +0%
TNBTD
247
Trustmark National Bank Trust Department
Mississippi
$559K – – –
SPI
248
Sutton Place Investors
New York
$559K – – –
DWM
249
Dakota Wealth Management
Florida
$556K +$25.4K +500 +5%
HL
250
HeadInvest LLC
Maine
$550K – – –
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10
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