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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 %
SMG
251
Smart Money Group
Texas
$550K +$550K +10,889 New
HL
252
HeadInvest LLC
Maine
$547K -$73.3K -1,450 -12%
CAL
253
Capital Analysts LLC
Pennsylvania
$530K +$492K +9,744 +1,308%
DWM
254
Dakota Wealth Management
Florida
$528K – – –
ACS
255
Archford Capital Strategies
Illinois
$522K +$522K +10,331 New
RWA
256
Rainsberger Wealth Advisors
Colorado
$509K -$867K -17,153 -63%
RAG
257
RIA Advisory Group
Iowa
$505K +$505K +10,000 New
TI
258
Tidal Investments
Wisconsin
$505K – – –
Creative Planning
259
Creative Planning
Kansas
$500K – – –
FWM
260
Forza Wealth Management
Florida
$495K +$495K +9,800 New
ESB
261
Essex Savings Bank
Connecticut
$493K -$1.28M -25,252 -72%
S
262
SignatureFD
Georgia
$492K +$492K +9,739 New
AUB
263
Atlantic Union Bankshares
Virginia
$488K – – –
OWM
264
Opes Wealth Management
California
$477K – – –
CCP
265
Clarkston Capital Partners
Michigan
$450K -$168K -3,320 -27%
CMBA
266
C.M. Bidwell & Associates
Hawaii
$448K – – –
GWM
267
Gray Wealth Management
Maine
$447K +$447K +8,847 New
USCWA
268
U.S. Capital Wealth Advisors
Texas
$446K -$20K -396 -4%
PTC
269
Private Trust Company
Ohio
$440K +$440K +8,708 New
NA
270
Nottingham Advisors
New York
$425K -$303K -6,000 -42%
SAG
271
SageView Advisory Group
California
$410K +$410K +8,113 New
BW
272
Bison Wealth
Georgia
$407K +$407K +8,028 New
JWCA
273
J.W. Cole Advisors
Florida
$406K -$114K -2,255 -22%
SCP
274
Shorepoint Capital Partners
Massachusetts
$401K – – –
PWP
275
Principle Wealth Partners
Connecticut
$399K -$322K -6,369 -45%
9 10
11
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