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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 %
SWP
301
Semus Wealth Partners
Florida
$290K +$290K +5,731 New
BFEC
302
Benjamin F. Edwards & Company
Missouri
$276K +$84.3K +1,667 +44%
WFA
303
WMG Financial Advisors
Tennessee
$276K +$152 +3 +0.1%
DI
304
DFPG Investments
Utah
$258K -$101K -2,000 -28%
PCM
305
Parsons Capital Management
Rhode Island
$254K -$252K -4,987 -50%
GG
306
Gofen & Glossberg
Illinois
$250K – – –
BFIM
307
Beese Fulmer Investment Management
Ohio
$250K – – –
SC
308
Scotia Capital
Ontario, Canada
$247K – – –
AWA
309
Amplius Wealth Advisors
Pennsylvania
$247K -$83.3K -1,648 -25%
LPAM
310
Lodestar Private Asset Management
California
$244K +$244K +4,830 New
JMFC
311
J.M. Forbes & Co
Massachusetts
$244K -$607 -12 -0.2%
EIA
312
Eldridge Investment Advisors
New Hampshire
$232K -$19K -375 -8%
SIAP
313
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$227K -$50.5K -1,000 -18%
FMWA
314
Forvis Mazars Wealth Advisors
Missouri
$224K -$369K -7,306 -62%
NC
315
NovaPoint Capital
Georgia
$223K – – –
JJBC
316
James J. Burns & Company
New York
$220K +$1.01K +20 +0.5%
BPA
317
Beacon Pointe Advisors
California
$215K -$210K -4,151 -49%
LAM
318
LifePro Asset Management
California
$214K – – –
HSWM
319
Hubbell Strickland Wealth Management
Louisiana
$210K +$210K +4,153 New
CSPIA
320
Cary Street Partners Investment Advisory
Virginia
$205K -$19.4K -383 -9%
FPCP
321
Fort Point Capital Partners
California
$203K – – –
AWA
322
Acorn Wealth Advisors
Michigan
$202K +$202K +4,006 New
SSWM
323
Sheets Smith Wealth Management
North Carolina
$201K – – –
TCWM
324
Total Clarity Wealth Management
Illinois
$201K +$201K +3,969 New
TFM
325
TFC Financial Management
Massachusetts
$186K -$29.7K -587 -14%
11 12
13
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