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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

127 hedge funds and large institutions have $366M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
127
Holders Change
+31
Holders Change %
+32.29%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
39
Increased
64
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$35.6M
2
PP
2
Palladium Partners
Virginia
$26.3M
3
UBS Group
3
UBS Group
Switzerland
$18M
4
Franklin Resources
4
Franklin Resources
California
$15.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.3M

Top Sellers

1
NEIRG
1
New England Investment & Retirement Group
Massachusetts
$0
2
GSAM
2
Grant Street Asset Management
Pennsylvania
$0
3
RCM
3
Requisite Capital Management
Texas
$10.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AF
5
Advisornet Financial
Minnesota
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
CI
26
CX Institutional
Indiana
$3.5M 68,589 +68,589 New
FTUS
27
Flow Traders U.S.
New York
$3.1M 60,753 +60,753 New
IIC
28
Ironwood Investment Counsel
Arizona
$3.08M 60,418 +49,888 +474%
IAA
29
Ironsides Asset Advisors
North Carolina
$2.99M 58,705 -5,000 -8%
DT
30
Daniels + Tansey
Delaware
$2.94M 57,688 +57,688 New
MML Investors Services
31
MML Investors Services
Massachusetts
$2.89M 56,575 +46,813 +480%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.84M 55,590 +17,968 +48%
AAS
33
Annex Advisory Services
Wisconsin
$2.74M 53,782 +725 +1%
ACM
34
Avalon Capital Management
California
$2.55M 50,000 +10,000 +25%
MPW
35
Monterey Private Wealth
California
$2.5M 49,091 +17,039 +53%
BL
36
BFSG LLC
California
$2.46M 48,295 +19,765 +69%
REMPR
37
Roof Eidam Maycock Peralta (REMP)
California
$2.4M 47,000 -2,695 -5%
CTC
38
Central Trust Company
Missouri
$2.35M 46,100 +21,125 +85%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$2.35M 46,020 +18,364 +66%
CC
40
Callan Capital
California
$2.23M 43,788 +26,691 +156%
SWM
41
Segment Wealth Management
Texas
$2.2M 43,090 +43,090 New
SW
42
SkyOak Wealth
Michigan
$2.13M 41,690 +18,615 +81%
SC
43
Slow Capital
California
$2.12M 41,488 +35,044 +544%
AA
44
Ancora Advisors
Ohio
$2.06M 40,336 +19,600 +95%
CFG
45
Cooper Financial Group
California
$2.01M 39,422 +16,324 +71%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2M 39,289 +22,034 +128%
BEAM
47
Baker Ellis Asset Management
Washington
$1.9M 37,155 -1,145 -3%
IA
48
IFG Advisory
Georgia
$1.87M 36,718 +511 +1%
JWBC
49
John W. Brooker & Co
California
$1.86M 36,543 +15,557 +74%
PCM
50
Pennsylvania Capital Management
Pennsylvania
$1.84M 36,114 +36,114 New
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