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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

291 hedge funds and large institutions have $1.42B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+36
Holders Change %
+14.12%
% of All Funds
4.49%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.29%
New
54
Increased
107
Reduced
76
Closed
14
Calls
$1.79M
Puts
–
Net Calls
+$1.79M
Net Calls Change
+$1.76M

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$134M
2
CP
2
Corbenic Partners
Pennsylvania
$121M
3
BA
3
Bridgewater Advisors
New York
$26.2M
4
PP
4
Palladium Partners
Virginia
$56.2M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$9.05M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$36M
2
AA
2
Auxano Advisors
Washington
$6.24M
3
BTWM
3
Baker Tilly Wealth Management
Wisconsin
$0
4
Jane Street
4
Jane Street
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMG
51
Levy Wealth Management Group
Pennsylvania
$5.97M +$1.22M +23,857 +26%
BWM
52
BCGM Wealth Management
Indiana
$5.92M +$166K +3,250 +3%
FAG
53
Financial Advisory Group
Texas
$5.91M -$1.77M -34,750 -23%
HIM
54
Harbour Investment Management
Washington
$5.61M -$66.4K -1,300 -1%
KWM
55
Kingsview Wealth Management
Oregon
$5.59M +$374K +7,325 +7%
IIC
56
Ironwood Investment Counsel
Arizona
$5.59M -$2.79M -54,713 -33%
CAM
57
Cresset Asset Management
Illinois
$5.5M +$401K +7,843 +8%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$5.48M +$524K +10,273 +11%
SF
59
Synovus Financial
Georgia
$5.45M -$857K -16,778 -14%
MWM
60
Mission Wealth Management
California
$5.44M -$3.33M -65,289 -38%
FCIM
61
Fairview Capital Investment Management
California
$5.41M +$1.94M +38,000 +56%
GGS
62
Galvin Gaustad & Stein
Arizona
$5.41M +$459K +8,992 +9%
RWA
63
Roberts Wealth Advisors
California
$5.26M -$385K -7,541 -7%
SCA
64
Snowden Capital Advisors
New York
$5.04M -$430K -8,417 -8%
GCM
65
G2 Capital Management
Ohio
$4.84M +$4.84M +94,700 New
SFG
66
Sage Financial Group
Pennsylvania
$4.82M -$2.6M -50,920 -35%
NEPWA
67
New England Private Wealth Advisors
Massachusetts
$4.74M – – –
BEAM
68
Baker Ellis Asset Management
Washington
$4.72M -$23K -450 -0.5%
BA
69
Bristlecone Advisors
Washington
$4.57M -$61K -1,194 -1%
RCM
70
Requisite Capital Management
Texas
$4.49M -$638K -12,495 -12%
SW
71
SkyOak Wealth
Michigan
$4.44M +$558K +10,925 +14%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$4.29M +$784K +15,354 +22%
CFO
73
Collective Family Office
Pennsylvania
$4.28M +$2.62M +51,301 +157%
HIP
74
HUB Investment Partners
Texas
$4.24M +$743K +14,559 +21%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$4.24M +$760K +14,874 +22%
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3
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