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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

255 hedge funds and large institutions have $1.32B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
255
Holders Change
+30
Holders Change %
+13.33%
% of All Funds
4.48%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.4%
New
46
Increased
117
Reduced
61
Closed
13
Calls
$36K
Puts
–
Net Calls
+$36K
Net Calls Change
+$36K

Top Buyers

1
VWM
1
Venturi Wealth Management
Texas
$37.1M
2
EWA
2
EP Wealth Advisors
California
$18.7M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59M
4
TC
4
TownSquare Capital
Utah
$97.4M
5
JWCA
5
J.W. Cole Advisors
Florida
$13.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$13.8M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$4K
3
IC
3
Inscription Capital
Texas
$0
4
AP
4
Americana Partners
Texas
$16M
5
Franklin Resources
5
Franklin Resources
California
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
Mosaic Advisors
Texas
$6.31M +$65.9K +1,290 +1%
SF
52
Synovus Financial
Georgia
$6.3M +$3.66M +71,758 +139%
CIAS
53
CFS Investment Advisory Services
New Jersey
$5.99M +$5.99M +117,181 New
BWM
54
BCGM Wealth Management
Indiana
$5.75M +$586K +11,482 +11%
HIM
55
Harbour Investment Management
Washington
$5.68M +$144K +2,825 +3%
RWA
56
Roberts Wealth Advisors
California
$5.65M +$5.65M +110,519 New
SCA
57
Snowden Capital Advisors
New York
$5.47M +$144K +2,814 +3%
KWM
58
Kingsview Wealth Management
Oregon
$5.22M +$1.73M +33,775 +49%
DY
59
Dowling & Yahnke
California
$5.18M +$664K +13,007 +15%
RCM
60
Requisite Capital Management
Texas
$5.13M -$424K -8,294 -8%
CAM
61
Cresset Asset Management
Illinois
$5.1M – – –
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$4.95M +$288K +5,647 +6%
GGS
63
Galvin Gaustad & Stein
Arizona
$4.95M +$325K +6,364 +7%
CC
64
Callan Capital
California
$4.85M +$3.12M +61,142 +181%
LWMG
65
Levy Wealth Management Group
Pennsylvania
$4.76M +$2.29M +44,824 +93%
NEPWA
66
New England Private Wealth Advisors
Massachusetts
$4.74M – – –
BEAM
67
Baker Ellis Asset Management
Washington
$4.74M +$282K +5,520 +6%
BA
68
Bristlecone Advisors
Washington
$4.63M +$379K +7,430 +9%
MA
69
MJP Associates
Connecticut
$4.6M -$620K -12,149 -12%
AWA
70
Arete Wealth Advisors
Illinois
$4.56M -$344K -6,743 -7%
BL
71
BFSG LLC
California
$3.94M -$58.2K -1,140 -1%
AC
72
Abbrea Capital
California
$3.92M +$2.97M +58,075 +312%
CI
73
CX Institutional
Indiana
$3.89M – – –
BFO
74
Boston Family Office
Massachusetts
$3.88M +$149K +2,920 +4%
SW
75
SkyOak Wealth
Michigan
$3.88M +$1.03M +20,099 +36%
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