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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 %
SAG
276
SageView Advisory Group
California
$412K – – –
MFP
277
Meridian Financial Partners
Virginia
$404K -$358K -7,060 -47%
BFA
278
Beaumont Financial Advisors
Massachusetts
$402K -$201K -3,960 -33%
PWP
279
Principle Wealth Partners
Connecticut
$401K – – –
PCP
280
Proficio Capital Partners
Massachusetts
$396K – – –
TIM
281
Tortoise Investment Management
New York
$393K -$1.53M -30,189 -80%
WB
282
Webster Bank
Connecticut
$392K – – –
TI
283
Trexquant Investment
Connecticut
$392K +$392K +7,712 New
MWM
284
Meridian Wealth Management
Kentucky
$385K +$80.5K +1,585 +26%
SAM
285
Secure Asset Management
Michigan
$380K +$23.5K +462 +7%
VWA
286
Visionary Wealth Advisors
Illinois
$379K +$379K +7,464 New
WCM
287
Windsor Capital Management
Arizona
$378K +$55.5K +1,093 +17%
ICM
288
IMS Capital Management
Oregon
$376K – – –
HSA
289
HBK Sorce Advisory
Pennsylvania
$362K -$362K -7,134 -50%
CAWM
290
Capital Advisors Wealth Management
Washington
$360K -$198K -3,905 -36%
JJBC
291
James J. Burns & Company
New York
$360K +$139K +2,734 +63%
BIA
292
BHK Investment Advisors
Alabama
$356K +$356K +7,000 New
BCP
293
Blue Chip Partners
Michigan
$352K -$32.6K -641 -8%
OFP
294
OLIO Financial Planning
Virginia
$343K -$9.24K -182 -3%
GC
295
Gratus Capital
Georgia
$340K -$5.38K -106 -2%
EBWM
296
Eagle Bluffs Wealth Management
Missouri
$331K +$2.54K +50 +0.8%
BW
297
Bison Wealth
Georgia
$330K -$76.7K -1,515 -19%
VA
298
Valmark Advisers
Ohio
$325K -$48.1K -947 -13%
EH
299
Equitable Holdings
New York
$311K +$311K +6,120 New
Bessemer Group
300
Bessemer Group
New Jersey
$308K +$227K +4,475 +280%
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