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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 %
BFG
76
Barber Financial Group
Kansas
$4.92M 97,088 +97,088 New
YIA
77
YHB Investment Advisors
Connecticut
$4.86M 95,983 +15,883 +20%
RCA
78
Resonant Capital Advisors
Wisconsin
$4.77M 94,206 +77,053 +449%
B
79
Bailard
California
$4.77M 94,195 -60,602 -39%
GGS
80
Galvin Gaustad & Stein
Arizona
$4.74M 93,630 +116 +0.1%
HIM
81
Harbour Investment Management
Washington
$4.57M 90,215 -10,615 -11%
PAG
82
Private Advisor Group
New Jersey
$4.52M 89,187 +27,219 +44%
SCA
83
Snowden Capital Advisors
New York
$4.39M 86,582 -18,469 -18%
SF
84
Synovus Financial
Georgia
$4.33M 85,338 +7,584 +10%
AOWM
85
Alpha Omega Wealth Management
Virginia
$4.18M 82,492 -2,122 -3%
CG
86
Colony Group
Massachusetts
$4.17M 82,321 -8,085 -9%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$4.14M 81,763 -16,605 -17%
RWA
88
Roberts Wealth Advisors
California
$4.12M 81,363 -15,515 -16%
DSA
89
Droms Strauss Advisors
Missouri
$4.09M 80,750 -11,447 -12%
RWA
90
Redhawk Wealth Advisors
Minnesota
$4.07M 80,429 +80,429 New
JFA
91
JNBA Financial Advisors
Minnesota
$4.04M 79,804 +26,946 +51%
BCI
92
Brinker Capital Investments
Pennsylvania
$3.99M 78,836 -53,636 -40%
CI
93
CX Institutional
Indiana
$3.97M 78,286 -53,783 -41%
PCG
94
Prosperity Consulting Group
Maryland
$3.91M 77,134 +722 +0.9%
CTC
95
Central Trust Company
Missouri
$3.79M 74,874 -11,256 -13%
PCM
96
Pennsylvania Capital Management
Pennsylvania
$3.71M 73,175 -34,811 -32%
SIA
97
Soltis Investment Advisors
Utah
$3.67M 72,411 +38,308 +112%
EWM
98
Elmwood Wealth Management
California
$3.52M 69,570 +1,800 +3%
JF
99
JSF Financial
California
$3.48M 68,637 -8,741 -11%
EWA
100
Encompass Wealth Advisors
Oregon
$3.38M 66,625 -3,093 -4%
2 3
4
5 6