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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

302 hedge funds and large institutions have $2.68B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 131 reducing their positions, and 38 closing their positions.

Holders
302
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
5.11%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
40
Increased
104
Reduced
131
Closed
38
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$1.69M

Top Buyers

1
FT
1
Fiduciary Trust
Massachusetts
$40.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$48.3M
3
Cerity Partners
3
Cerity Partners
New York
$18.3M
4
MWC
4
MBM Wealth Consultants
Missouri
$17.7M
5
LPL Financial
5
LPL Financial
California
$32.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.29B
2
CP
2
Corbenic Partners
Pennsylvania
$0
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.7M
4
VWM
4
Venturi Wealth Management
Texas
$1.62M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$816K
Name Market Value Shares Shares
Change 		Shares
Change %
SW
51
SVB Wealth
Massachusetts
$7.85M 155,023 +109,633 +242%
RCM
52
Requisite Capital Management
Texas
$7.75M 153,012 +56,255 +58%
AP
53
Americana Partners
Texas
$7.53M 148,312 +2,225 +2%
PP
54
PDS Planning
Ohio
$7.29M 143,918 +76,681 +114%
AC
55
Abbrea Capital
California
$7.23M 142,685 +9,575 +7%
MA
56
MJP Associates
Connecticut
$6.91M 136,418 -37,547 -22%
KCM
57
Kathmere Capital Management
Pennsylvania
$6.68M 131,885 -234,423 -64%
GCM
58
G2 Capital Management
Ohio
$6.5M 128,313 +265 +0.2%
HFM
59
Hartford Financial Management
Connecticut
$6.41M 126,582 +110,082 +667%
BL
60
BFSG LLC
California
$6.32M 124,710 -5,630 -4%
TWM
61
TMD Wealth Management
Arizona
$6.25M 123,332 -166,276 -57%
JWBC
62
John W. Brooker & Co
California
$6.24M 123,160 -20,838 -14%
CFO
63
Collective Family Office
Pennsylvania
$6.23M 122,914 -24,148 -16%
3LCM
64
3D/L Capital Management
Connecticut
$6.2M 122,394 -2,894 -2%
AWA
65
Arete Wealth Advisors
Illinois
$6.1M 120,387 -37,926 -24%
LWMG
66
Levy Wealth Management Group
Pennsylvania
$5.9M 116,450 +638 +0.6%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$5.73M 113,071 +97,194 +612%
Truist Financial
68
Truist Financial
North Carolina
$5.64M 111,322 +4,023 +4%
BA
69
Bristlecone Advisors
Washington
$5.61M 110,845 -8,722 -7%
CM
70
Capital Management
Virginia
$5.56M 109,734 -74,260 -40%
IWC
71
Integrated Wealth Concepts
Massachusetts
$5.53M 109,223 +9,954 +10%
FAG
72
Financial Advisory Group
Texas
$5.35M 105,680 -3,342 -3%
KWM
73
Kingsview Wealth Management
Oregon
$5.31M 104,850 -5,009 -5%
BIAS
74
Beacon Investment Advisory Services
New Jersey
$5.25M 103,668 -13,525 -12%
BEAM
75
Baker Ellis Asset Management
Washington
$5.09M 100,400 +11,390 +13%
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3
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