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JPMorgan Ultra-Short Municipal Income ETF
JMST

45 hedge funds and large institutions have $69.8M invested in JPMorgan Ultra-Short Municipal Income ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

41% more funds holding

Funds holding: 32 → 45 (+13)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

8% more capital invested

Capital invested by funds: $64.5M → $69.8M (+$5.29M)

5.16% less ownership

Funds ownership: 59.46% → 54.29% (-5.2%)

Holders
45
Holders Change
+13
Holders Change %
+40.63%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
13
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$21.4M
2
REMPR
Roof Eidam Maycock Peralta (REMP)
California
+$2.37M
3
AF
Advisornet Financial
Minnesota
+$1.56M
4
UCFA
United Capital Financial Advisors
Texas
+$1.35M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.11M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$25.1M
2
PP
Palladium Partners
Virginia
-$943K
3
AF
Allworth Financial
California
-$900K
4
CPIG
Chicago Partners Investment Group
Illinois
-$827K
5
KA
Klingman & Associates
New York
-$782K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$527K -$177K -3,500 -25%
CA
27
Cetera Advisors
Colorado
$523K +$524K +10,372 New
FA
28
FCG Advisors
New Jersey
$519K +$520K +10,301 New
RAM
29
Redmond Asset Management
Virginia
$454K +$65.7K +1,300 +17%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$391K -$25.3K -500 -6%
IA
31
IFG Advisory
Georgia
$357K -$289K -5,713 -45%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$348K +$65.7K +1,300 +23%
LA
33
LexAurum Advisors
Kansas
$334K +$82.1K +1,625 +33%
AF
34
Allworth Financial
California
$321K -$900K -17,814 -74%
MWP
35
MYCIO Wealth Partners
Pennsylvania
$257K – – –
LNC
36
Lincoln National Corp
Pennsylvania
$240K +$240K +4,752 New
CAN
37
Cetera Advisor Networks
California
$239K +$240K +4,753 New
SF
38
Synovus Financial
Georgia
$184K +$9.9K +196 +6%
MAM
39
Meeder Asset Management
Ohio
$150K +$150K +2,967 New
VFA
40
Valeo Financial Advisors
Indiana
$126K +$126K +2,500 New
CFD
41
Creative Financial Designs
Indiana
$123K +$12.5K +248 +11%
HCA
42
Horan Capital Advisors
Ohio
$66K +$65.7K +1,300 New
AA
43
AlphaMark Advisors
Kentucky
$50K – – –
IA
44
IFP Advisors
Florida
$46K +$45.6K +902 New
FAAS
45
First Allied Advisory Services
California
$19K +$19.3K +383 New
JP Morgan Chase
46
JP Morgan Chase
New York
– -$25.1M -498,000 Closed
PP
47
Palladium Partners
Virginia
– -$943K -18,700 Closed
KA
48
Klingman & Associates
New York
– -$782K -15,500 Closed
FCA
49
FinTrust Capital Advisors
South Carolina
– -$504K -10,000 Closed
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