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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

199 hedge funds and large institutions have $964M invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
199
Holders Change
+31
Holders Change %
+18.45%
% of All Funds
3.5%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.25%
New
46
Increased
88
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CP
1
Corbenic Partners
Pennsylvania
$102M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$68.9M
3
TC
3
TownSquare Capital
Utah
$78.2M
4
Jane Street
4
Jane Street
New York
$15.9M
5
HB
5
Homrich & Berg
Georgia
$83.4M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.26M
2
LPL Financial
2
LPL Financial
California
$8.86M
3
CG
3
CFO4Life Group
Texas
$778K
4
IAA
4
Ironsides Asset Advisors
North Carolina
$0
5
ACM
5
Avalon Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$8.86M -$5.36M -104,995 -38%
Osaic Holdings
27
Osaic Holdings
Arizona
$7.63M +$972K +19,040 +15%
TCM
28
TD Capital Management
Tennessee
$6.83M -$336K -6,577 -5%
3LCM
29
3D/L Capital Management
Connecticut
$6.35M +$9.24K +181 +0.1%
CM
30
Capital Management
Virginia
$6.28M +$441K +8,646 +8%
SCA
31
Snowden Capital Advisors
New York
$6.15M +$3.39M +66,351 +122%
MA
32
Mosaic Advisors
Texas
$6.14M +$6.14M +120,373 New
BCI
33
Brinker Capital Investments
Pennsylvania
$6.14M +$1.63M +31,876 +36%
SFG
34
Sage Financial Group
Pennsylvania
$5.83M +$835K +16,367 +17%
RCM
35
Requisite Capital Management
Texas
$5.79M -$720K -14,114 -11%
HIM
36
Harbour Investment Management
Washington
$5.53M +$865K +16,950 +19%
EWA
37
EP Wealth Advisors
California
$5.28M +$4.35M +85,312 +470%
TW
38
Transform Wealth
Colorado
$5.16M +$5.16M +101,107 New
MWM
39
Mission Wealth Management
California
$4.94M -$295K -5,774 -6%
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$4.74M +$4.74M +92,818 New
CI
41
CX Institutional
Indiana
$4.7M – – –
AAS
42
Annex Advisory Services
Wisconsin
$4.6M -$285K -5,584 -6%
BEAM
43
Baker Ellis Asset Management
Washington
$4.56M +$2.4M +46,950 +111%
BWM
44
BCGM Wealth Management
Indiana
$4.46M -$408K -7,981 -8%
IIC
45
Ironwood Investment Counsel
Arizona
$4.42M -$329K -6,447 -7%
GGS
46
Galvin Gaustad & Stein
Arizona
$4.26M +$1.34M +26,243 +46%
MA
47
MJP Associates
Connecticut
$4.17M -$45.8K -898 -1%
BA
48
Bristlecone Advisors
Washington
$4.13M +$313K +6,131 +8%
AWA
49
Arete Wealth Advisors
Illinois
$4.04M +$31.7K +621 +0.8%
SCP
50
Shorepoint Capital Partners
Massachusetts
$4.03M +$3.06M +59,950 +316%
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