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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

304 hedge funds and large institutions have $2.79B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.81%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
41
Increased
112
Reduced
116
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.39B
2
SFA
2
Sequoia Financial Advisors
Ohio
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
4
TWM
4
TMD Wealth Management
Arizona
$14.7M
5
William Blair & Company
5
William Blair & Company
Illinois
$14.7M

Top Sellers

1
CP
1
Corbenic Partners
Pennsylvania
$51M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$92.7M
3
PP
3
Palladium Partners
Virginia
$22.7M
4
B
4
Bailard
California
$7.84M
5
HWM
5
HB Wealth Management
Georgia
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
276
Leo Brokerage
Texas
$216K +$216K +4,262 New
LSPW
277
Lake Street Private Wealth
Illinois
$215K -$108K -2,134 -33%
FPCP
278
Fort Point Capital Partners
California
$203K – – –
SSWM
279
Sheets Smith Wealth Management
North Carolina
$202K – – –
CTA
280
Chesley Taft & Associates
Illinois
$202K +$202K +4,000 New
SPA
281
Shore Point Advisors
New Jersey
$200K -$29.9K -592 -13%
TFO
282
Tarbox Family Office
California
$164K +$56K +1,105 +52%
GRP
283
Global Retirement Partners
California
$158K +$25.3K +500 +19%
GI
284
Gradient Investments
Minnesota
$135K -$960 -19 -0.7%
CAL
285
Capital Analysts LLC
Pennsylvania
$88K +$3.53K +70 +4%
HA
286
Herold Advisors
New York
$65.8K +$65.8K +1,300 New
HR
287
Howe & Rusling
New York
$65K – – –
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$57K -$286K -5,599 -83%
OCM
289
Orion Capital Management
California
$56K – – –
PFBT
290
Parkside Financial Bank & Trust
Missouri
$49K +$9.99K +196 +26%
SMG
291
Spectrum Management Group
Indiana
$47K -$958K -18,854 -95%
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$45K +$45K +880 New
KFI
293
Key Financial Inc
Pennsylvania
$34K – – –
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
HIA
295
Harbor Investment Advisory
Maryland
$29K +$29K +565 New
Koshinski Asset Management
296
Koshinski Asset Management
Illinois
$20.2K – – –
US Bancorp
297
US Bancorp
Minnesota
$20K -$18.5K -360 -48%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$18K +$18K +351 New
SCA
299
Stonebridge Capital Advisors
Minnesota
$8K – – –
CIAS
300
CFS Investment Advisory Services
New Jersey
$5K +$4.89K +243,244 +4,423%
10 11
12
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