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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

353 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 34 closing their positions.

Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.7%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
71
Increased
115
Reduced
135
Closed
34
Calls
$2.48M
Puts
–
Net Calls
+$2.48M
Net Calls Change
+$593K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$126M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.8M
3
LPL Financial
3
LPL Financial
California
$60.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$273M
2
Jane Street
2
Jane Street
New York
$7.77M
3
TC
3
TownSquare Capital
Utah
$658K
4
DOA
4
D'Orazio & Associates
Virginia
$5.66M
5
SW
5
SVB Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
51
Callan Capital
California
$7.53M +$5.19M +102,788 +223%
Franklin Resources
52
Franklin Resources
California
$7.48M -$1.13M -22,425 -13%
UB
53
UMB Bank
Missouri
$7.33M -$501K -9,907 -6%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$7.31M +$5.7M +112,712 +354%
TCM
55
TD Capital Management
Tennessee
$7.14M -$819K -16,215 -10%
BFO
56
Boston Family Office
Massachusetts
$7.09M -$348K -6,877 -5%
MML Investors Services
57
MML Investors Services
Massachusetts
$6.98M +$5.21M +103,034 +294%
SF
58
Synovus Financial
Georgia
$6.88M +$2.16M +42,655 +46%
VF
59
Vawter Financial
Ohio
$6.86M +$6.86M +135,795 New
Stifel Financial
60
Stifel Financial
Missouri
$6.67M +$1.11M +22,004 +20%
TBWA
61
Three Bridge Wealth Advisors
California
$6.65M +$5.18M +102,505 +353%
Truist Financial
62
Truist Financial
North Carolina
$6.59M +$613K +12,125 +10%
RFC
63
Regions Financial Corp
Alabama
$6.49M -$3.19M -63,029 -33%
WF
64
Williams Financial
Vermont
$6.24M +$6.24M +123,502 New
BIAS
65
Beacon Investment Advisory Services
New Jersey
$6.17M +$1.4M +27,684 +29%
PP
66
PDS Planning
Ohio
$6.09M -$1.3M -25,778 -18%
BCI
67
Brinker Capital Investments
Pennsylvania
$5.96M +$577K +11,422 +11%
Mariner
68
Mariner
Kansas
$5.85M +$2.9M +57,432 +98%
DOA
69
D'Orazio & Associates
Virginia
$5.66M -$13.7M -270,406 -71%
CFG
70
Cooper Financial Group
California
$5.24M +$3.37M +66,738 +180%
SIA
71
Soltis Investment Advisors
Utah
$5.18M +$1.76M +34,816 +51%
RDFA
72
Ritter Daniher Financial Advisory
Ohio
$5.13M -$5.39M -106,674 -51%
BEAM
73
Baker Ellis Asset Management
Washington
$5.11M +$82.6K +1,635 +2%
PI
74
PFS Investments
Georgia
$4.91M +$4.91M +97,120 New
KTC
75
Kistler-Tiffany Companies
Pennsylvania
$4.81M -$5.11M -101,103 -52%
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