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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

388 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 123 increasing their positions, 152 reducing their positions, and 40 closing their positions.

Holders
388
Holders Change
+30
Holders Change %
+8.38%
% of All Funds
5.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
74
Increased
123
Reduced
152
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$41M
2
PWP
2
Principle Wealth Partners
Connecticut
$18.5M
3
AC
3
Asio Capital
Kentucky
$16.1M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$33.9M
5
FT
5
Fiduciary Trust
Massachusetts
$73.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SFA
2
Sequoia Financial Advisors
Ohio
$9.33M
3
SC
3
Slow Capital
California
$7.18M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$5.18M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
26
Asio Capital
Kentucky
$16.1M 316,850 +316,850 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$15.4M 304,187 +174 +0.1%
AA
28
Auxano Advisors
Washington
$14.8M 292,230 +1,425 +0.5%
AO
29
Advisor OS
Illinois
$14.8M 291,662 +62,003 +27%
MA
30
MJP Associates
Connecticut
$14.7M 289,678 +32,358 +13%
BIG
31
Boothe Investment Group
Delaware
$14.2M 280,765 -1,069 -0.4%
OCM
32
One Capital Management
California
$14.1M 278,369 -18,309 -6%
TC
33
Trust Company
Kansas
$12.9M 255,102 -19,659 -7%
FHC
34
First Heartland Consultants
Missouri
$12.9M 245,482 +123,940 +102%
GVAG
35
Great Valley Advisor Group
Delaware
$12.7M 249,723 -66,377 -21%
MWC
36
MBM Wealth Consultants
Missouri
$11.2M 220,667 -9,503 -4%
WWA
37
WCG Wealth Advisors
Nevada
$10.8M 212,604 -25,720 -11%
SFG
38
Sunburst Financial Group
Alabama
$9.69M 190,991 -57,226 -23%
CG
39
CFO4Life Group
Texas
$9.36M 184,539 +184,539 New
AC
40
AlphaCore Capital
California
$9.34M 183,641 -5,469 -3%
SFA
41
Sequoia Financial Advisors
Ohio
$9.33M 183,961 -421,212 -70%
CastleKeep Investment Advisors
42
CastleKeep Investment Advisors
Connecticut
$9.26M 182,536 +182,536 New
AP
43
Appleton Partners
Massachusetts
$9.25M 182,266 -13,606 -7%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$9.19M 181,169 +181,169 New
RJA
45
Raymond James & Associates
Florida
$8.97M 176,881 +6,556 +4%
SB
46
Sunflower Bank
Texas
$8.9M 175,314 -7,747 -4%
MHR
47
Matthew Hamilton Rosenberg
$8.65M 170,457 -16,260 -9%
APWM
48
Atlas Private Wealth Management
New York
$8.22M 162,061 +162,061 New
BCI
49
Brinker Capital Investments
Pennsylvania
$8.1M 159,695 +7,978 +5%
OPS
50
Orion Portfolio Solutions
Nebraska
$8.1M 159,695 +7,978 +5%
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