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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 %
AA
51
Ancora Advisors
Ohio
$2.87M 56,155 +15,819 +39%
SCA
52
Snowden Capital Advisors
New York
$2.76M 54,166 +22,782 +73%
BL
53
BFSG LLC
California
$2.7M 52,885 +4,590 +10%
ACM
54
Avalon Capital Management
California
$2.55M 50,000 – –
SW
55
SkyOak Wealth
Michigan
$2.5M 49,057 +7,367 +18%
DAS
56
Dynamic Advisor Solutions
Arizona
$2.46M 48,285 +27,906 +137%
SFM
57
Signet Financial Management
New Jersey
$2.44M 47,736 +16,630 +53%
OIA
58
OneDigital Investment Advisors
Kansas
$2.43M 47,630 +34,204 +255%
SC
59
Slow Capital
California
$2.43M 47,503 +6,015 +14%
CTC
60
Central Trust Company
Missouri
$2.42M 47,404 +1,304 +3%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$2.4M 47,106 -8,484 -15%
JWBC
62
John W. Brooker & Co
California
$2.4M 47,014 +10,471 +29%
CFG
63
Cooper Financial Group
California
$2.32M 45,474 +6,052 +15%
EWA
64
Encompass Wealth Advisors
Oregon
$2.3M 45,116 +45,116 New
DT
65
Daniels + Tansey
Delaware
$2.25M 44,109 -13,579 -24%
CFO
66
Collective Family Office
Pennsylvania
$2.22M 43,464 +43,464 New
BEAM
67
Baker Ellis Asset Management
Washington
$2.16M 42,380 +5,225 +14%
JF
68
JSF Financial
California
$2.15M 42,102 +7,828 +23%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$2.05M 40,230 -5,790 -13%
SFP
70
Sandbox Financial Partners
Maryland
$2M 39,149 +39,149 New
FCA
71
FinTrust Capital Advisors
South Carolina
$1.99M 39,000 -14,000 -26%
PI
72
PFS Investments
Georgia
$1.98M 38,844 +38,844 New
GC
73
Gratus Capital
Georgia
$1.95M 38,124 +5,534 +17%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$1.95M 38,134 +20,390 +115%
ACP
75
Arcus Capital Partners
Georgia
$1.94M 37,961 +18,289 +93%
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