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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 %
CAM
301
Caprin Asset Management
Virginia
$4K +$4K +76 New
Fidelity Investments
302
Fidelity Investments
Massachusetts
$1K +$1K +18 New
LWMNY
303
Landmark Wealth Management (New York)
New York
$328 +$328 +328 New
CAM
304
Cresset Asset Management
Illinois
– -$5.5M -107,700 Closed
OWA
305
Opal Wealth Advisors
New York
– -$2.96M -57,939 Closed
PCMC
306
Private Capital Management (Colorado)
Colorado
– -$1.21M -23,773 Closed
HIC
307
Holderness Investments Company
North Carolina
– -$1.1M -21,557 Closed
TJHA
308
Thomas J. Herzfeld Advisors
Florida
– -$1.09M -21,358 Closed
MA
309
Mosaic Advisors
Texas
– -$802K -15,709 Closed
CWM
310
Congress Wealth Management
Massachusetts
– -$763K -14,935 Closed
Wealth Enhancement Advisory Services
311
Wealth Enhancement Advisory Services
Minnesota
– -$457K -9,000 Closed
BAAM
312
Baker Avenue Asset Management
California
– -$455K -8,909 Closed
RAM
313
Redmond Asset Management
Virginia
– -$444K -8,700 Closed
NA
314
NewEdge Advisors
Louisiana
– -$429K -8,399 Closed
NEWAS
315
N.E.W. Advisory Services
Wisconsin
– -$388K -7,600 Closed
SPA
316
Sentinel Pension Advisors
Massachusetts
– -$366K -7,176 Closed
SAM
317
Secure Asset Management
Michigan
– -$311K -6,094 Closed
OC
318
Oppenheimer & Co
New York
– -$306K -6,000 Closed
CWA
319
Core Wealth Advisors
Florida
– -$300K -5,873 Closed
OA
320
Oxbow Advisors
Texas
– -$257K -5,025 Closed
CTFG
321
Capstone Triton Financial Group
Oklahoma
– -$243K -4,758 Closed
GF
322
Gries Financial
Ohio
– -$236K -4,620 Closed
PIA
323
Perennial Investment Advisors
California
– -$225K -4,385 Closed
CA
324
Cambridge Advisors
Nebraska
– -$208K -4,071 Closed
CA
325
Continuum Advisory
Idaho
– -$206K -4,034 Closed
10 11 12
13
14