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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 %
SOS
251
Silver Oak Securities
Tennessee
$547K -$245K -4,818 -31%
RWA
252
Rainsberger Wealth Advisors
Colorado
$513K +$1.32K +26 +0.3%
TI
253
Tidal Investments
Wisconsin
$508K – – –
Creative Planning
254
Creative Planning
Kansas
$503K +$1.12K +22 +0.2%
FWM
255
Forza Wealth Management
Florida
$498K – – –
ESB
256
Essex Savings Bank
Connecticut
$496K – – –
S
257
SignatureFD
Georgia
$495K – – –
PCIA
258
Prime Capital Investment Advisors
Kansas
$491K -$399K -7,849 -45%
IA
259
Insight Advisors
Pennsylvania
$483K -$79.2K -1,560 -14%
OWM
260
Opes Wealth Management
California
$480K – – –
AUB
261
Atlantic Union Bankshares
Virginia
$472K -$18.4K -362 -4%
SPC
262
Sigma Planning Corp
Michigan
$471K -$474K -9,337 -50%
SWP
263
Stratos Wealth Partners
Ohio
$469K -$3.23M -63,577 -87%
HAS
264
HBW Advisory Services
California
$464K +$131K +2,579 +39%
LL
265
LPWM LLC
Minnesota
$462K +$462K +9,100 New
AF
266
Allworth Financial
California
$461K -$106K -2,081 -19%
RHP
267
Royal Harbor Partners
Texas
$451K -$1M -19,696 -69%
CMBA
268
C.M. Bidwell & Associates
Hawaii
$450K – – –
GWM
269
Gray Wealth Management
Maine
$449K – – –
USCWA
270
U.S. Capital Wealth Advisors
Texas
$448K – – –
GAG
271
Goodman Advisory Group
Massachusetts
$448K +$448K +8,815 New
MC
272
Middleton & Co
Massachusetts
$442K +$442K +8,700 New
ACS
273
Archford Capital Strategies
Illinois
$441K -$83.2K -1,642 -16%
GSIAS
274
Garden State Investment Advisory Services
New Jersey
$428K +$81K +1,594 +23%
WAM
275
WNY Asset Management
New York
$420K +$40.1K +790 +11%
9 10
11
12 13