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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 %
AP
51
Appleton Partners
Massachusetts
$4.01M +$4.01M +78,635 New
JWBC
52
John W. Brooker & Co
California
$4M +$1.6M +31,285 +67%
PWP
53
Principle Wealth Partners
Connecticut
$3.94M +$36.9K +722 +0.9%
AA
54
Ancora Advisors
Ohio
$3.89M +$1.02M +19,964 +36%
IWC
55
Integrated Wealth Concepts
Massachusetts
$3.56M -$51.9K -1,017 -1%
TIM
56
Tortoise Investment Management
New York
$3.51M -$1.54M -30,250 -31%
WAM
57
Wakefield Asset Management
Colorado
$3.49M -$118K -2,306 -3%
BA
58
Bridgewater Advisors
New York
$3.47M +$3.47M +68,046 New
SC
59
Slow Capital
California
$3.45M +$1.03M +20,120 +42%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$3.42M +$1.47M +28,865 +76%
PGFC
61
Peapack-Gladstone Financial Corp
New Jersey
$3.22M +$2.5M +48,950 +344%
IA
62
IFP Advisors
Florida
$3.22M +$2M +39,159 +164%
MAA
63
Matrix Asset Advisors
New York
$3.18M +$1.3M +25,386 +69%
BL
64
BFSG LLC
California
$3.15M +$450K +8,820 +17%
FAG
65
Financial Advisory Group
Texas
$3.14M +$1.48M +28,955 +89%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.09M +$686K +13,436 +29%
AA
67
Auxano Advisors
Washington
$3.09M +$2.88M +56,428 +1,387%
SIM
68
Stratos Investment Management
Ohio
$3M -$1.82M -35,706 -38%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$2.96M +$2.96M +58,079 New
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$2.86M -$1.2M -23,535 -30%
DAS
71
Dynamic Advisor Solutions
Arizona
$2.76M +$290K +5,691 +12%
JF
72
JSF Financial
California
$2.71M +$565K +11,065 +26%
EWA
73
Encompass Wealth Advisors
Oregon
$2.62M +$320K +6,267 +14%
HWAM
74
Hennion & Walsh Asset Management
New Jersey
$2.6M +$2.6M +51,027 New
SFM
75
Signet Financial Management
New Jersey
$2.56M +$125K +2,440 +5%
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3
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