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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

304 hedge funds and large institutions have $2.79B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 116 reducing their positions, and 27 closing their positions.

Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.81%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
41
Increased
112
Reduced
116
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.39B
2
SFA
2
Sequoia Financial Advisors
Ohio
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
4
TWM
4
TMD Wealth Management
Arizona
$14.7M
5
William Blair & Company
5
William Blair & Company
Illinois
$14.7M

Top Sellers

1
CP
1
Corbenic Partners
Pennsylvania
$51M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$92.7M
3
PP
3
Palladium Partners
Virginia
$22.7M
4
B
4
Bailard
California
$7.84M
5
HWM
5
HB Wealth Management
Georgia
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$14.7M +$14.4M +284,156 +4,736%
TWM
27
TMD Wealth Management
Arizona
$14.7M +$14.7M +289,608 New
SWM
28
Segment Wealth Management
Texas
$14.6M +$6.16M +121,660 +73%
Principal Financial Group
29
Principal Financial Group
Iowa
$14.6M +$5.59M +110,306 +62%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$13.9M +$9.68M +191,159 +228%
TW
31
Transform Wealth
Colorado
$13.8M -$5.72M -112,883 -29%
GSIS
32
Global Strategic Investment Solutions
Arizona
$12.6M +$12.6M +248,144 New
CI
33
Ceera Investments
Texas
$12.5M +$2.24M +44,293 +22%
TCM
34
TD Capital Management
Tennessee
$11.6M -$899K -17,750 -7%
AP
35
Appleton Partners
Massachusetts
$11.1M -$1.59M -31,409 -12%
FCIM
36
Fairview Capital Investment Management
California
$10.9M +$5.56M +109,862 +104%
Franklin Resources
37
Franklin Resources
California
$10.5M -$745K -14,703 -7%
IAN
38
Integrated Advisors Network
Texas
$10.2M -$8.66K -171 -0.1%
RJA
39
Raymond James & Associates
Florida
$9.9M -$1.82M -35,855 -15%
KTC
40
Kistler-Tiffany Companies
Pennsylvania
$9.87M +$9.87M +194,854 New
BOPW
41
Brandywine Oak Private Wealth
Pennsylvania
$9.85M +$9.85M +193,999 New
CM
42
Capital Management
Virginia
$9.32M -$50K -987 -0.5%
AHC
43
Anderson Hoagland & Co
Missouri
$9.26M +$1.44M +28,399 +18%
MA
44
MJP Associates
Connecticut
$8.81M +$1.1M +21,732 +14%
BFO
45
Boston Family Office
Massachusetts
$8.62M -$810K -15,987 -9%
AWA
46
Arete Wealth Advisors
Illinois
$8.02M +$572K +11,291 +8%
B
47
Bailard
California
$7.84M -$14M -277,405 -64%
SB
48
Sunflower Bank
Texas
$7.63M +$7.63M +150,566 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$7.57M +$2.14M +42,216 +39%
CFO
50
Collective Family Office
Pennsylvania
$7.45M +$3.2M +63,180 +75%
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