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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 %
UB
351
UMB Bank
Missouri
$7.24K -$5.36M -105,792 -100%
FA
352
Fiduciary Alliance
South Carolina
$6.7K -$1.44M -28,285 -100%
PB
353
Pinnacle Bancorp
Nebraska
$3.95K – – –
RIA
354
Realta Investment Advisors
Delaware
$3.63K +$3.63K +72 New
CSPIA
355
Cary Street Partners Investment Advisory
Virginia
$2.74K -$203K -4,000 -99%
FTUS
356
Flow Traders U.S.
New York
– -$10.8M -213,052 Closed
VF
357
Vista Finance
Missouri
– -$7.15M -140,713 Closed
ICP
358
Interchange Capital Partners
Pennsylvania
– -$4.82M -94,890 Closed
CL
359
COWA LLC
Oklahoma
– -$1.48K -80,134 Closed
AI
360
Atria Investments
North Carolina
– -$3.19M -62,774 Closed
NW
361
NewEdge Wealth
Pennsylvania
– -$1.2M -23,695 Closed
GCM
362
G2 Capital Management
Ohio
– -$1.15M -22,665 Closed
SWM
363
Silverlake Wealth Management
Vermont
– -$1.07M -20,969 Closed
Citadel Advisors
364
Citadel Advisors
Florida
– -$1.05M -20,709 Closed
RWP
365
Revolve Wealth Partners
New Jersey
– -$962K -18,948 Closed
Wealth Enhancement Advisory Services
366
Wealth Enhancement Advisory Services
Minnesota
– -$867K -17,067 Closed
SWM
367
Seed Wealth Management
Illinois
– -$851K -16,750 Closed
LAS
368
LWM Advisory Services
Florida
– -$807K -15,883 Closed
FPAS
369
Focus Partners Advisor Solutions
Missouri
– -$680K -13,386 Closed
Northern Trust
370
Northern Trust
Illinois
– -$583K -11,470 Closed
S
371
SignatureFD
Georgia
– -$495K -9,739 Closed
SPC
372
Sigma Planning Corp
Michigan
– -$471K -9,264 Closed
GAG
373
Goodman Advisory Group
Massachusetts
– -$448K -8,815 Closed
GSIAS
374
Garden State Investment Advisory Services
New Jersey
– -$428K -8,423 Closed
MFP
375
Meridian Financial Partners
Virginia
– -$404K -7,960 Closed
12 13 14
15
16