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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 %
CG
301
CFO4Life Group
Texas
$306K +$1.93K +38 +0.6%
HG
302
Harbor Group
New Hampshire
$301K – – –
SFS
303
Sowell Financial Services
Arkansas
$298K +$298K +5,874 New
BFEC
304
Benjamin F. Edwards & Company
Missouri
$285K +$7.72K +152 +3%
LPT
305
Legacy Private Trust
Wisconsin
$280K +$280K +5,520 New
DWP
306
Daymark Wealth Partners
Ohio
$279K +$279K +5,500 New
CCP
307
Clarkston Capital Partners
Michigan
$275K -$178K -3,500 -39%
SWP
308
Semus Wealth Partners
Florida
$273K -$18.5K -364 -6%
JF
309
JSF Financial
California
$272K -$80.9K -1,593 -23%
JWCA
310
J.W. Cole Advisors
Florida
$271K -$137K -2,702 -34%
AAS
311
Avantax Advisory Services
Texas
$270K -$27.2K -535 -9%
SSB
312
Sandy Spring Bank
Maryland
$269K -$40.6K -800 -13%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$262K -$678K -13,347 -72%
DC
314
Davenport & Co
Virginia
$260K +$260K +5,127 New
MWM
315
Mission Wealth Management
California
$260K -$843K -16,597 -76%
DI
316
DFPG Investments
Utah
$259K – – –
AWA
317
Aletheian Wealth Advisors
Washington
$256K +$256K +5,031 New
NA
318
Nottingham Advisors
New York
$251K -$175K -3,455 -41%
BFIM
319
Beese Fulmer Investment Management
Ohio
$251K – – –
PA
320
PFG Advisors
Arizona
$251K +$251K +4,942 New
JMFC
321
J.M. Forbes & Co
Massachusetts
$244K -$1.02K -20 -0.4%
EWP
322
Elevation Wealth Partners
California
$242K +$242K +4,770 New
WFA
323
WMG Financial Advisors
Tennessee
$241K -$36.2K -713 -13%
BCMO
324
Buckingham Capital Management (Ohio)
Ohio
$236K +$236K +4,655 New
EIA
325
Eldridge Investment Advisors
New Hampshire
$233K – – –
11 12
13
14 15