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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

168 hedge funds and large institutions have $662M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
168
Holders Change
+41
Holders Change %
+32.28%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
58
Increased
80
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Homrich & Berg
Georgia
$68.5M
2
TC
2
TownSquare Capital
Utah
$50.9M
3
OCM
3
One Capital Management
California
$16.2M
4
TWM
4
TMD Wealth Management
Arizona
$13.3M
5
BTWM
5
Baker Tilly Wealth Management
Wisconsin
$12.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.3M
2
RCM
2
Requisite Capital Management
Texas
$6.52M
3
COF
3
Capital One Financial
Virginia
$0
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$1.38M
5
LNC
5
Lincoln National Corp
Pennsylvania
$671K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFG Advisory
Georgia
$1.93M 37,905 +1,187 +3%
MAA
77
Matrix Asset Advisors
New York
$1.89M 36,976 +36,976 New
YIA
78
YHB Investment Advisors
Connecticut
$1.71M 33,455 +4,745 +17%
FAG
79
Financial Advisory Group
Texas
$1.66M 32,550 +32,550 New
Truist Financial
80
Truist Financial
North Carolina
$1.65M 32,244 +24,972 +343%
GRP
81
Global Retirement Partners
California
$1.64M 32,033 -2,094 -6%
PCWA
82
Pacific Capital Wealth Advisors
California
$1.6M 31,275 +4,353 +16%
APW
83
Acima Private Wealth
Virginia
$1.49M 29,092 +26,956 +1,262%
LWMG
84
Levy Wealth Management Group
Pennsylvania
$1.4M 27,496 +27,496 New
REMPR
85
Roof Eidam Maycock Peralta (REMP)
California
$1.38M 27,000 -20,000 -43%
PCIA
86
Prime Capital Investment Advisors
Kansas
$1.32M 25,867 -2,273 -8%
HIP
87
HUB Investment Partners
Texas
$1.26M 24,798 +24,798 New
IA
88
IFP Advisors
Florida
$1.22M 23,838 +18,984 +391%
PCM
89
Pennsylvania Capital Management
Pennsylvania
$1.19M 23,288 -12,826 -36%
CW
90
CreativeOne Wealth
Kansas
$1.16M 22,662 +18,332 +423%
TP
91
Tranquility Partners
Tennessee
$1.14M 22,411 +22,411 New
DC
92
Derby & Company
Massachusetts
$1.11M 21,780 +9,922 +84%
VWM
93
Venturi Wealth Management
Texas
$1.06M 20,800 +20,800 New
KWM
94
Kingsview Wealth Management
Oregon
$1.06M 20,689 +20,689 New
GBBWRPM
95
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.04M 20,386 +20,386 New
CG
96
Colony Group
Massachusetts
$1.02M 20,000 +20,000 New
AF
97
Allworth Financial
California
$1.01M 19,684 – –
TFM
98
TFC Financial Management
Massachusetts
$1M 19,583 +2,942 +18%
SCP
99
Shorepoint Capital Partners
Massachusetts
$968K 18,975 +4,825 +34%
MSFS
100
Main Street Financial Solutions
Pennsylvania
$958K 18,775 +18,775 New
2 3
4
5 6