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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

302 hedge funds and large institutions have $2.68B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 131 reducing their positions, and 38 closing their positions.

Holders
302
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
5.11%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
40
Increased
104
Reduced
131
Closed
38
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$1.69M

Top Buyers

1
FT
1
Fiduciary Trust
Massachusetts
$40.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$48.3M
3
Cerity Partners
3
Cerity Partners
New York
$18.3M
4
MWC
4
MBM Wealth Consultants
Missouri
$17.7M
5
LPL Financial
5
LPL Financial
California
$32.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.29B
2
CP
2
Corbenic Partners
Pennsylvania
$0
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.7M
4
VWM
4
Venturi Wealth Management
Texas
$1.62M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$816K
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
251
Childress Capital Advisors
Texas
$299K 5,900 +1,000 +20%
TDC
252
Thompson Davis & Co
Virginia
$298K 5,875 -225 -4%
MCM
253
Morton Capital Management
California
$298K 5,877 +5,877 New
SIAP
254
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$279K 5,500 -1,000 -15%
SI
255
Stephens Inc
Arkansas
$277K 5,469 – –
WFA
256
WMG Financial Advisors
Tennessee
$275K 5,448 +1 +0%
TFM
257
TFC Financial Management
Massachusetts
$269K 5,313 -5,708 -52%
EIA
258
Eldridge Investment Advisors
New Hampshire
$266K 5,256 +800 +18%
GCP
259
Gill Capital Partners
Colorado
$259K 5,108 – –
HWM
260
Horizon Wealth Management
Illinois
$253K 5,000 +5,000 New
BFIM
261
Beese Fulmer Investment Management
Ohio
$250K 4,945 – –
GG
262
Gofen & Glossberg
Illinois
$250K 4,940 +4,940 New
HAS
263
HBW Advisory Services
California
$249K 4,907 -2,355 -32%
JMFC
264
J.M. Forbes & Co
Massachusetts
$248K 4,905 -946 -16%
SC
265
Scotia Capital
Ontario, Canada
$248K 4,895 -2 -0%
NEWAS
266
N.E.W. Advisory Services
Wisconsin
$247K 4,879 +4,879 New
PTC
267
Private Trust Company
Ohio
$244K 4,815 +4,815 New
AF
268
Allworth Financial
California
$239K 4,718 +4,718 New
AF
269
Advisornet Financial
Minnesota
$227K 4,480 +4,480 New
NC
270
NovaPoint Capital
Georgia
$224K 4,419 -2,553 -37%
MFG
271
Merit Financial Group
Georgia
$224K 4,431 -790 -15%
FA
272
FDx Advisors
Illinois
$222K 4,384 -442 -9%
AO
273
Advisor OS
Illinois
$214K 4,219 -6,188 -59%
LAM
274
LifePro Asset Management
California
$214K 4,231 +4,231 New
WWM
275
Western Wealth Management
Colorado
$212K 4,190 +4,190 New
9 10
11
12 13