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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 %
GI
351
Gradient Investments
Minnesota
$59.7K +$813 +16 +1%
TLA
352
Tanglewood Legacy Advisors
Texas
$50.8K +$50.8K +1,000 New
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$50.5K – – –
CFO
354
CVA Family Office
Colorado
$50K +$50K +985 New
CAL
355
Capital Analysts LLC
Pennsylvania
$44K -$486K -9,619 -92%
ASN
356
Advisory Services Network
Georgia
$43.4K +$12.7K +250 +41%
WP
357
WealthPLAN Partners
Nebraska
$37.6K +$37.6K +740 New
US Bancorp
358
US Bancorp
Minnesota
$19.8K – – –
Commonwealth Equity Services
359
Commonwealth Equity Services
Massachusetts
$17.5K +$1.16K +22,735 +7%
AssetMark Inc
360
AssetMark Inc
California
$12.1K +$4.27K +84 +54%
HCP
361
Hexagon Capital Partners
Arkansas
$9.9K +$9.9K +195 New
PB
362
Pinnacle Bancorp
Nebraska
$3.96K +$3.96K +78 New
SIM
363
Studio Investment Management
Illinois
$3.4K -$2.79K -55 -45%
WWP
364
WR Wealth Planners
Missouri
$1.73K +$1.73K +34 New
CL
365
COWA LLC
Oklahoma
$1.48K +$1.48K +80,134 New
Fidelity Investments
366
Fidelity Investments
Massachusetts
$51 +$51 +1 New
AWM
367
Avior Wealth Management
Nebraska
$3 -$3 – –
WF
368
Williams Financial
Vermont
– -$6.24M -123,502 Closed
BCI
369
Brinker Capital Investments
Pennsylvania
– -$5.96M -117,864 Closed
DOA
370
D'Orazio & Associates
Virginia
– -$5.66M -112,019 Closed
BEAM
371
Baker Ellis Asset Management
Washington
– -$5.11M -101,060 Closed
CI
372
Ceera Investments
Texas
– -$3.38M -66,926 Closed
SCA
373
Snowden Capital Advisors
New York
– -$3.25M -64,384 Closed
B
374
Bailard
California
– -$2.72M -53,866 Closed
OPS
375
Orion Portfolio Solutions
Nebraska
– -$2.54M -50,237 Closed
12 13 14
15
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