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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

358 hedge funds and large institutions have $1.94B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.71%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
34
Increased
105
Reduced
178
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Slow Capital
California
$28.3M
2
LPL Financial
LPL Financial
California
$78.8M
3
BIG
Boothe Investment Group
Delaware
$14.2M
4
Jane Street
Jane Street
New York
$24.5M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.4M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$80.7M
2
MWA
Mills Wealth Advisors
Texas
$21.8M
3
Bank of America
Bank of America
North Carolina
$175M
4
TC
Trust Company
Kansas
$13.9M
5
DT
Daniels + Tansey
Delaware
$466K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
351
US Bancorp
Minnesota
$19.7K – – –
CIA
352
Choate Investment Advisors
Massachusetts
$14.9K +$14.9K +296 New
AssetMark Inc
353
AssetMark Inc
California
$12.8K -$605 -12 -5%
HCP
354
Hexagon Capital Partners
Arkansas
$9.84K – – –
UB
355
UMB Bank
Missouri
$7.21K – – –
PCM
356
Penserra Capital Management
California
$7K -$11.8K -247 -63%
PB
357
Pinnacle Bancorp
Nebraska
$3.94K – – –
RIA
358
Realta Investment Advisors
Delaware
$3.63K – – –
CCMG
359
Clark Capital Management Group
Pennsylvania
– -$2.54M -50,223 Closed
AWA
360
Arete Wealth Advisors
Illinois
– -$1.85M -36,557 Closed
LA
361
LexAurum Advisors
Kansas
– -$907K -17,914 Closed
Susquehanna International Group
362
Susquehanna International Group
Pennsylvania
– -$814K -16,068 Closed
PAS
363
Park Avenue Securities
New York
– -$773K -15,254 Closed
SOS
364
Silver Oak Securities
Tennessee
– -$643K -12,702 Closed
CW
365
CreativeOne Wealth
Kansas
– -$575K -11,356 Closed
TI
366
Tidal Investments
Wisconsin
– -$507K -10,000 Closed
SWM
367
SFG Wealth Management
Maryland
– -$500K -9,862 Closed
Prudential Financial
368
Prudential Financial
New Jersey
– -$455K -8,988 Closed
BFA
369
Beaumont Financial Advisors
Massachusetts
– -$402K -7,910 Closed
PNC Financial Services Group
370
PNC Financial Services Group
Pennsylvania
– -$388K -7,670 Closed
BNP Paribas Financial Markets
371
BNP Paribas Financial Markets
France
– -$367K -7,252 Closed
BIA
372
BHK Investment Advisors
Alabama
– -$355K -7,000 Closed
HG
373
Harbor Group
New Hampshire
– -$300K -5,923 Closed
FA
374
FDx Advisors
Illinois
– -$276K -5,458 Closed
JF
375
JSF Financial
California
– -$271K -5,357 Closed
12 13 14
15
16