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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

323 hedge funds and large institutions have $2.13B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 115 increasing their positions, 125 reducing their positions, and 25 closing their positions.

Holders
323
Holders Change
+21
Holders Change %
+6.95%
% of All Funds
5.59%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
47
Increased
115
Reduced
125
Closed
25
Calls
$1.89M
Puts
–
Net Calls
+$1.89M
Net Calls Change
+$203K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$70.9M
3
DOA
3
D'Orazio & Associates
Virginia
$19.2M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$21M
5
FT
5
Fiduciary Trust
Massachusetts
$55M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$623M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
HWM
3
HB Wealth Management
Georgia
$58.6M
4
EWA
4
EP Wealth Advisors
California
$4.38M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
TFO
326
Tarbox Family Office
California
– – -47,263 Closed
ASN
327
Advisory Services Network
Georgia
– – -30,597 Closed
Principal Financial Group
328
Principal Financial Group
Iowa
– – -16,105 Closed
PCWA
329
Pacific Capital Wealth Advisors
California
– – -13,883 Closed
PFP
330
Paragon Financial Partners
California
– – -12,252 Closed
NEPWA
331
New England Private Wealth Advisors
Massachusetts
– – -11,750 Closed
EH
332
Equitable Holdings
New York
– – -9,810 Closed
RPWA
333
Regent Peak Wealth Advisors
Georgia
– – -9,780 Closed
BCMO
334
Buckingham Capital Management (Ohio)
Ohio
– – -8,035 Closed
RW
335
REDW Wealth
New Mexico
– – -7,149 Closed
SOS
336
Silver Oak Securities
Tennessee
– – -7,027 Closed
CCA
337
Childress Capital Advisors
Texas
– – -5,900 Closed
MCM
338
Morton Capital Management
California
– – -5,877 Closed
GCP
339
Gill Capital Partners
Colorado
– – -5,108 Closed
HWM
340
Horizon Wealth Management
Illinois
– – -5,000 Closed
NEWAS
341
N.E.W. Advisory Services
Wisconsin
– – -4,879 Closed
PTC
342
Private Trust Company
Ohio
– – -4,815 Closed
AAS
343
Annex Advisory Services
Wisconsin
– – -3,943 Closed
OCM
344
Orion Capital Management
California
– – -1,091 Closed
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
– – -1,068 Closed
SWM
346
SeaCrest Wealth Management
New York
– – -493 Closed
HIA
347
Harbor Investment Advisory
Maryland
– – -396 Closed
CFGS
348
Concourse Financial Group Securities
Alabama
– – – –
AWM
349
Avior Wealth Management
Nebraska
– – – –
PAG
350
Paladin Advisory Group
Iowa
– – – –
11 12 13
14
15