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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 %
MF
326
Meridian Financial
Massachusetts
$231K +$231K +4,547 New
TCWM
327
Total Clarity Wealth Management
Illinois
$227K +$25.4K +500 +13%
NC
328
NovaPoint Capital
Georgia
$224K – – –
AWA
329
Acorn Wealth Advisors
Michigan
$224K +$20.9K +411 +10%
PCM
330
Parsons Capital Management
Rhode Island
$218K -$36.8K -725 -14%
LAM
331
LifePro Asset Management
California
$214K – – –
CAG
332
Curtis Advisory Group
California
$211K -$104K -2,051 -33%
HSWM
333
Hubbell Strickland Wealth Management
Louisiana
$211K – – –
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$206K – – –
FPCP
335
Fort Point Capital Partners
California
$204K – – –
SSWM
336
Sheets Smith Wealth Management
North Carolina
$202K – – –
HI
337
Harbour Investments
Wisconsin
$172K +$43K +847 +33%
KFI
338
Key Financial Inc
Pennsylvania
$171K +$108K +2,133 +173%
TFM
339
TFC Financial Management
Massachusetts
$151K -$36.5K -719 -19%
AAS
340
Ameritas Advisory Services
Nebraska
$136K +$136K +2,686 New
AC
341
Arjuna Capital
North Carolina
$135K +$135K +2,666 New
AF
342
Advisornet Financial
Minnesota
$124K +$64.9K +1,278 +110%
JWM
343
Janiczek Wealth Management
Colorado
$123K -$58.3K -1,150 -32%
PFBT
344
Parkside Financial Bank & Trust
Missouri
$122K – – –
CTA
345
Colonial Trust Advisors
South Carolina
$113K +$711 +14 +0.6%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$111K – – –
EWM
347
EPG Wealth Management
Georgia
$108K +$6.2K +122 +6%
SS
348
Sunbelt Securities
Texas
$105K +$105K +2,070 New
WPA
349
West Paces Advisors
Georgia
$92.9K +$4.83K +95 +5%
PGAM
350
Princeton Global Asset Management
New Jersey
$88.9K – – –
12 13
14
15 16