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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

358 hedge funds and large institutions have $1.94B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.71%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
34
Increased
105
Reduced
178
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Slow Capital
California
$28.3M
2
LPL Financial
2
LPL Financial
California
$78.8M
3
BIG
3
Boothe Investment Group
Delaware
$14.2M
4
Jane Street
4
Jane Street
New York
$24.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.4M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$80.7M
2
MWA
2
Mills Wealth Advisors
Texas
$21.8M
3
Bank of America
3
Bank of America
North Carolina
$175M
4
TC
4
Trust Company
Kansas
$13.9M
5
DT
5
Daniels + Tansey
Delaware
$466K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$7.51M +$94.4K +1,871 +1%
LWMG
52
Levy Wealth Management Group
Pennsylvania
$7.49M -$932K -18,472 -11%
SW
53
SVB Wealth
Massachusetts
$7.27M -$3M -59,464 -29%
WFA
54
Websterrogers Financial Advisors
South Carolina
$7.13M -$190K -3,760 -3%
CFG
55
Cooper Financial Group
California
$7.07M +$17.3K +342 +0.2%
Mariner
56
Mariner
Kansas
$7.07M +$1.97M +39,047 +39%
AWM
57
AE Wealth Management
Kansas
$6.97M +$5.61M +111,165 +412%
CFO
58
Collective Family Office
Pennsylvania
$6.88M +$1.08M +21,392 +19%
IAN
59
Integrated Advisors Network
Texas
$6.76M -$914K -18,121 -12%
FFA
60
First Foundation Advisors
California
$6.74M -$2.54M -50,367 -27%
RFC
61
Regions Financial Corp
Alabama
$6.74M -$219K -4,342 -3%
MML Investors Services
62
MML Investors Services
Massachusetts
$6.74M +$1.47M +29,183 +28%
1WM
63
1900 Wealth Management
Texas
$6.73M +$413K +8,193 +7%
PWM
64
Perigon Wealth Management
California
$6.65M +$2.87M +56,949 +76%
Franklin Resources
65
Franklin Resources
California
$6.64M +$108K +2,145 +2%
TCM
66
TD Capital Management
Tennessee
$6.43M -$348K -6,902 -5%
CC
67
Callan Capital
California
$6.41M -$50.3K -997 -0.8%
BOPW
68
Brandywine Oak Private Wealth
Pennsylvania
$6.41M -$486K -9,643 -7%
FHC
69
First Heartland Consultants
Missouri
$6.13M +$6.13M +121,542 New
OHIS
70
Oak Harvest Investment Services
Texas
$6.13M +$2.17M +43,073 +55%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$6.07M +$220K +4,366 +4%
FFG
72
Frisch Financial Group
New York
$5.93M +$214K +4,234 +4%
Truist Financial
73
Truist Financial
North Carolina
$5.93M -$626K -12,409 -10%
TBWA
74
Three Bridge Wealth Advisors
California
$5.83M -$1.42M -28,148 -20%
EWM
75
Elmwood Wealth Management
California
$5.59M -$300K -5,945 -5%
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3
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