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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.

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
1
Jane Street
New York
$37M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14.7M
3
SW
3
SVB Wealth
Massachusetts
$11.6M
4
GVAG
4
Great Valley Advisor Group
Delaware
$12.5M
5
SWM
5
SigFig Wealth Management
California
$9.15M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$214M
2
HWM
2
HB Wealth Management
Georgia
$12M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$102M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$8.28M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
376
AlphaStar Capital Management
North Carolina
– – -30,397 Closed
USGIU
377
U.S. Global Investors (USGI)
Texas
– – -22,500 Closed
SAF
378
Smith Anglin Financial
Texas
– – -21,054 Closed
MGIA
379
Moneta Group Investment Advisors
Missouri
– – -20,129 Closed
BWG
380
Beta Wealth Group
California
– – -11,963 Closed
RAG
381
RIA Advisory Group
Iowa
– – -10,000 Closed
SCP
382
Shorepoint Capital Partners
Massachusetts
– – -7,934 Closed
OWA
383
Opal Wealth Advisors
New York
– – -5,850 Closed
SC
384
Scotia Capital
Ontario, Canada
– – -4,895 Closed
AWA
385
Amplius Wealth Advisors
Pennsylvania
– – -4,881 Closed
LPAM
386
Lodestar Private Asset Management
California
– – -4,830 Closed
SIAP
387
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– – -4,500 Closed
FMWA
388
Forvis Mazars Wealth Advisors
Missouri
– – -4,432 Closed
BPA
389
Beacon Pointe Advisors
California
– – -4,258 Closed
PNC Financial Services Group
390
PNC Financial Services Group
Pennsylvania
– – -671 Closed
GA
391
GoalVest Advisory
New York
– – -198 Closed
SCA
392
Stonebridge Capital Advisors
Minnesota
– – -160 Closed
EE
393
EWG Elevate
California
– – -107 Closed
RIA
394
Realta Investment Advisors
Delaware
– – -71 Closed
BTI
395
Blue Trust Inc
Georgia
– – -6 Closed
CFGS
396
Concourse Financial Group Securities
Alabama
– – – –
12 13 14 15
16