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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 %
TC
276
Titleist Capital
Texas
$396K +$93.6K +1,852 +31%
PCP
277
Proficio Capital Partners
Massachusetts
$394K – – –
WB
278
Webster Bank
Connecticut
$390K – – –
BCP
279
Blue Chip Partners
Michigan
$383K +$1.16K +23 +0.3%
WAM
280
WNY Asset Management
New York
$378K +$378K +7,475 New
ICM
281
IMS Capital Management
Oregon
$374K +$50.5K +1,000 +16%
VA
282
Valmark Advisers
Ohio
$371K -$610K -12,065 -62%
SAM
283
Secure Asset Management
Michigan
$354K +$354K +7,014 New
JF
284
JSF Financial
California
$351K -$2.56M -50,588 -88%
SS
285
Simplicity Solutions
Minnesota
$345K -$184K -3,642 -35%
GSIAS
286
Garden State Investment Advisory Services
New Jersey
$345K +$345K +6,829 New
GC
287
Gratus Capital
Georgia
$344K -$254K -5,017 -42%
GRP
288
Global Retirement Partners
California
$341K +$310K +6,136 +1,008%
OFP
289
OLIO Financial Planning
Virginia
$340K +$126K +2,570 +59%
HAS
290
HBW Advisory Services
California
$331K +$89.6K +1,776 +37%
EBWM
291
Eagle Bluffs Wealth Management
Missouri
$327K – – –
WCM
292
Windsor Capital Management
Arizona
$321K -$10.3K -203 -3%
CAG
293
Curtis Advisory Group
California
$314K -$201K -3,977 -39%
SSB
294
Sandy Spring Bank
Maryland
$308K -$45.5K -900 -13%
MWM
295
Meridian Wealth Management
Kentucky
$303K +$303K +5,990 New
CG
296
CFO4Life Group
Texas
$302K -$125K -2,470 -29%
C
297
CFO4Life
Texas
$302K +$302K +5,981 New
HG
298
Harbor Group
New Hampshire
$299K – – –
AAS
299
Avantax Advisory Services
Texas
$296K +$296K +5,859 New
OWA
300
Opal Wealth Advisors
New York
$296K +$296K +5,850 New
10 11
12
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