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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

355 hedge funds and large institutions have $1.97B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-11
Holders Change %
-3.01%
% of All Funds
5.6%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
33
Increased
110
Reduced
167
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$209M
2
BCI
Brinker Capital Investments
Pennsylvania
$14.3M
3
OPS
Orion Portfolio Solutions
Nebraska
$14.3M
4
WWA
WCG Wealth Advisors
Nevada
$11M
5
AC
AlphaCore Capital
California
$9.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$186M
2
AHC
Anderson Hoagland & Co
Missouri
$730K
3
Jane Street
Jane Street
New York
$14.4M
4
FTUS
Flow Traders U.S.
New York
$0
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
326
Fort Point Capital Partners
California
$203K – – –
SSWM
327
Sheets Smith Wealth Management
North Carolina
$202K – – –
TIM
328
Tortoise Investment Management
New York
$189K -$203K -4,000 -52%
BFEC
329
Benjamin F. Edwards & Company
Missouri
$184K -$100K -1,981 -35%
HI
330
Harbour Investments
Wisconsin
$172K +$709 +14 +0.4%
WPA
331
West Paces Advisors
Georgia
$153K +$60K +1,185 +65%
SSB
332
Sandy Spring Bank
Maryland
$152K -$116K -2,300 -43%
CF
333
Centaurus Financial
California
$144K +$144K +2,849 New
JWM
334
Janiczek Wealth Management
Colorado
$123K – – –
TSWM
335
Tyler-Stone Wealth Management
Ohio
$122K +$122K +2,400 New
CTA
336
Colonial Trust Advisors
South Carolina
$114K +$810 +16 +0.7%
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$111K – – –
EWM
338
EPG Wealth Management
Georgia
$108K +$709 +14 +0.7%
KFI
339
Key Financial Inc
Pennsylvania
$100K -$70.2K -1,385 -41%
PGAM
340
Princeton Global Asset Management
New Jersey
$88.6K – – –
AF
341
Advisornet Financial
Minnesota
$72.8K -$50.9K -1,004 -41%
TLA
342
Tanglewood Legacy Advisors
Texas
$50.7K – – –
CFO
343
CVA Family Office
Colorado
$49.9K – – –
CAL
344
Capital Analysts LLC
Pennsylvania
$48K +$4.04K +80 +9%
WP
345
WealthPLAN Partners
Nebraska
$37.5K – – –
US Bancorp
346
US Bancorp
Minnesota
$19.8K – – –
PCM
347
Penserra Capital Management
California
$19K +$19K +393 New
AssetMark Inc
348
AssetMark Inc
California
$13.5K +$1.37K +27 +11%
HCP
349
Hexagon Capital Partners
Arkansas
$9.88K – – –
VAG
350
VisionPoint Advisory Group
Texas
$8.97K +$8.97K +177 New
12 13
14
15 16