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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 %
ACM
351
AlphaStar Capital Management
North Carolina
$1.54K -$1.62K -32,070 -51%
NA
352
NewEdge Advisors
Louisiana
$1.2K +$894 +17,689 +295%
AWM
353
Avior Wealth Management
Nebraska
$3 – – –
SW
354
SVB Wealth
Massachusetts
– -$11.8M -234,951 Closed
AWA
355
Arete Wealth Advisors
Illinois
– -$8.93M -177,483 Closed
SWM
356
Segment Wealth Management
Texas
– -$8.03M -159,725 Closed
TWM
357
TMD Wealth Management
Arizona
– -$5.25M -104,333 Closed
LI
358
LMCG Investments
Massachusetts
– -$3.28M -65,223 Closed
CI
359
CX Institutional
Indiana
– -$2.36M -46,884 Closed
BTWM
360
Baker Tilly Wealth Management
Wisconsin
– -$2.33M -46,370 Closed
AP
361
Americana Partners
Texas
– -$2.33M -46,321 Closed
MA
362
MCF Advisors
Kentucky
– -$2.31M -45,956 Closed
ACG
363
Allen Capital Group
Nebraska
– -$1.34M -26,683 Closed
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
– -$1.11M -22,037 Closed
SA
365
SAM Advisors
California
– -$848K -16,913 Closed
VWA
366
V Wealth Advisors
Kansas
– -$836K -16,622 Closed
LNC
367
Lincoln National Corp
Pennsylvania
– -$772K -15,348 Closed
CFG
368
Citizens Financial Group
Rhode Island
– -$591K -11,750 Closed
MA
369
Modus Advisors
Minnesota
– -$578K -11,497 Closed
PIA
370
Pinion Investment Advisors
Kansas
– -$445K -8,844 Closed
BIA
371
BHK Investment Advisors
Alabama
– -$352K -7,000 Closed
FA
372
FDx Advisors
Illinois
– -$341K -6,785 Closed
OMC
373
Old Mission Capital
Illinois
– -$310K -6,164 Closed
Polen Capital Management
374
Polen Capital Management
Florida
– -$296K -5,875 Closed
SI
375
Stephens Inc
Arkansas
– -$275K -5,469 Closed
12 13 14
15
16