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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

304 hedge funds and large institutions have $2.79B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 116 reducing their positions, and 27 closing their positions.

Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.81%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
41
Increased
112
Reduced
116
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.39B
2
SFA
2
Sequoia Financial Advisors
Ohio
$22.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
4
TWM
4
TMD Wealth Management
Arizona
$14.7M
5
William Blair & Company
5
William Blair & Company
Illinois
$14.7M

Top Sellers

1
CP
1
Corbenic Partners
Pennsylvania
$51M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$92.7M
3
PP
3
Palladium Partners
Virginia
$22.7M
4
B
4
Bailard
California
$7.84M
5
HWM
5
HB Wealth Management
Georgia
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
76
Roberts Wealth Advisors
California
$4.9M -$309K -6,100 -6%
RCM
77
Requisite Capital Management
Texas
$4.9M +$450K +8,879 +10%
CC
78
Callan Capital
California
$4.9M -$2.55M -50,363 -34%
GGS
79
Galvin Gaustad & Stein
Arizona
$4.74M -$628K -12,399 -12%
RWP
80
Revolve Wealth Partners
New Jersey
$4.72M -$1.36M -26,875 -22%
DSA
81
Droms Strauss Advisors
Missouri
$4.67M +$4.67M +92,197 New
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$4.59M +$2.33M +45,923 +103%
CG
83
Colony Group
Massachusetts
$4.58M +$3.31M +65,406 +262%
SFS
84
Security Financial Services
Indiana
$4.57M +$2.06M +40,718 +82%
BEAM
85
Baker Ellis Asset Management
Washington
$4.51M -$171K -3,375 -4%
CTC
86
Central Trust Company
Missouri
$4.36M +$942K +18,593 +28%
SW
87
SkyOak Wealth
Michigan
$4.32M -$78.1K -1,543 -2%
MWM
88
Mission Wealth Management
California
$4.3M -$1.1M -21,639 -20%
AOWM
89
Alpha Omega Wealth Management
Virginia
$4.29M +$453K +8,955 +12%
YIA
90
YHB Investment Advisors
Connecticut
$4.06M +$1.36M +26,910 +51%
WAM
91
Wakefield Asset Management
Colorado
$4.05M +$160K +3,160 +4%
SF
92
Synovus Financial
Georgia
$3.94M -$1.46M -28,865 -27%
JF
93
JSF Financial
California
$3.92M +$904K +17,847 +30%
WFA
94
Websterrogers Financial Advisors
South Carolina
$3.9M +$3.9M +76,978 New
DAS
95
Dynamic Advisor Solutions
Arizona
$3.88M +$481K +9,494 +14%
PCG
96
Prosperity Consulting Group
Maryland
$3.87M -$28.6K -565 -0.7%
EWA
97
Encompass Wealth Advisors
Oregon
$3.53M -$77.1K -1,523 -2%
PGFC
98
Peapack-Gladstone Financial Corp
New Jersey
$3.46M – – –
EWM
99
Elmwood Wealth Management
California
$3.43M +$198K +3,900 +6%
PP
100
PDS Planning
Ohio
$3.41M +$3.41M +67,237 New
2 3
4
5 6