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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

225 hedge funds and large institutions have $1.1B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
225
Holders Change
+26
Holders Change %
+13.07%
% of All Funds
3.93%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.3%
New
43
Increased
101
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Auxano Advisors
Washington
$40.8M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$22.9M
3
B
3
Bailard
California
$19.2M
4
FFA
4
First Foundation Advisors
California
$12.6M
5
HB
5
Homrich & Berg
Georgia
$95.7M

Top Sellers

1
CP
1
Corbenic Partners
Pennsylvania
$64.4M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.4M
3
FTUS
3
Flow Traders U.S.
New York
$1.08M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.62M
5
AAS
5
Annex Advisory Services
Wisconsin
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$10.5M 204,777 +31,181 +18%
KCM
27
Kathmere Capital Management
Pennsylvania
$9.45M 185,165 -42,130 -19%
IAN
28
Integrated Advisors Network
Texas
$9.2M 180,158 -45,721 -20%
LDFR
29
Lehman & Derafelo Financial Resources
Pennsylvania
$9.07M 177,700 -50,000 -22%
SC
30
Slow Capital
California
$8.47M 165,823 +98,200 +145%
AP
31
Appleton Partners
Massachusetts
$8.31M 162,826 +84,191 +107%
TCM
32
TD Capital Management
Tennessee
$8.11M 158,782 +25,035 +19%
Osaic Holdings
33
Osaic Holdings
Arizona
$7.88M 154,375 +4,798 +3%
CM
34
Capital Management
Virginia
$6.67M 130,724 +7,789 +6%
3LCM
35
3D/L Capital Management
Connecticut
$6.54M 128,029 +3,609 +3%
BCI
36
Brinker Capital Investments
Pennsylvania
$6.52M 127,674 +7,448 +6%
FAG
37
Financial Advisory Group
Texas
$6.31M 123,520 +62,015 +101%
MA
38
Mosaic Advisors
Texas
$6.24M 122,168 +1,795 +1%
RCM
39
Requisite Capital Management
Texas
$5.55M 108,667 -4,818 -4%
HIM
40
Harbour Investment Management
Washington
$5.53M 108,405 – –
JWBC
41
John W. Brooker & Co
California
$5.4M 105,837 +27,538 +35%
SCA
42
Snowden Capital Advisors
New York
$5.33M 104,366 -16,151 -13%
MA
43
MJP Associates
Connecticut
$5.22M 102,259 +20,568 +25%
BWM
44
BCGM Wealth Management
Indiana
$5.17M 101,153 +13,766 +16%
BA
45
Bridgewater Advisors
New York
$5.13M 100,455 +32,409 +48%
CAM
46
Cresset Asset Management
Illinois
$5.1M 99,857 +99,857 New
IIC
47
Ironwood Investment Counsel
Arizona
$5.09M 99,706 +13,150 +15%
AWA
48
Arete Wealth Advisors
Illinois
$4.91M 96,077 +16,897 +21%
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$4.74M 92,818 – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$4.66M 91,359 +47,025 +106%
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