JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

168 hedge funds and large institutions have $662M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
168
Holders Change
+41
Holders Change %
+32.28%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
58
Increased
80
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Homrich & Berg
Georgia
$68.5M
2
TC
2
TownSquare Capital
Utah
$50.9M
3
OCM
3
One Capital Management
California
$16.2M
4
TWM
4
TMD Wealth Management
Arizona
$13.3M
5
BTWM
5
Baker Tilly Wealth Management
Wisconsin
$12.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.3M
2
RCM
2
Requisite Capital Management
Texas
$6.52M
3
COF
3
Capital One Financial
Virginia
$0
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$1.38M
5
LNC
5
Lincoln National Corp
Pennsylvania
$671K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
26
Requisite Capital Management
Texas
$6.52M 127,599 -80,137 -39%
CM
27
Capital Management
Virginia
$5.83M 114,289 +40,977 +56%
MWM
28
Mission Wealth Management
California
$5.24M 102,640 +87,479 +577%
CG
29
CFO4Life Group
Texas
$5.11M 100,080 +78,372 +361%
TIM
30
Tortoise Investment Management
New York
$5.05M 98,985 +10,000 +11%
SFG
31
Sage Financial Group
Pennsylvania
$4.99M 97,778 +83,526 +586%
AAS
32
Annex Advisory Services
Wisconsin
$4.88M 95,666 +41,884 +78%
BWM
33
BCGM Wealth Management
Indiana
$4.87M 95,368 +95,368 New
SIM
34
Stratos Investment Management
Ohio
$4.82M 94,397 +6,513 +7%
IIC
35
Ironwood Investment Counsel
Arizona
$4.75M 93,003 +32,585 +54%
CI
36
CX Institutional
Indiana
$4.7M 92,032 +23,443 +34%
HIM
37
Harbour Investment Management
Washington
$4.67M 91,455 +21,525 +31%
BCI
38
Brinker Capital Investments
Pennsylvania
$4.51M 88,350 +78,057 +758%
MA
39
MJP Associates
Connecticut
$4.22M 82,589 +82,589 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$4.06M 79,471 +40,182 +102%
AWA
41
Arete Wealth Advisors
Illinois
$4.01M 78,559 +78,559 New
PWP
42
Principle Wealth Partners
Connecticut
$3.9M 76,415 +76,415 New
BA
43
Bristlecone Advisors
Washington
$3.82M 74,775 -10,015 -12%
WAM
44
Wakefield Asset Management
Colorado
$3.61M 70,765 +70,765 New
IWC
45
Integrated Wealth Concepts
Massachusetts
$3.61M 70,739 +70,739 New
MML Investors Services
46
MML Investors Services
Massachusetts
$3.32M 64,973 +8,398 +15%
MPW
47
Monterey Private Wealth
California
$3.3M 64,602 +15,511 +32%
IAA
48
Ironsides Asset Advisors
North Carolina
$3M 58,705 – –
CC
49
Callan Capital
California
$2.93M 57,321 +13,533 +31%
GGS
50
Galvin Gaustad & Stein
Arizona
$2.92M 57,128 +57,128 New
1
2
3 4 5