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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 Market Value Shares Shares
Change 		Shares
Change %
BFG
76
Barber Financial Group
Kansas
$4.68M 92,696 -5,550 -6%
EWM
77
Elmwood Wealth Management
California
$4.68M 92,521 +13,201 +17%
GGS
78
Galvin Gaustad & Stein
Arizona
$4.58M 90,597 +925 +1%
JWBC
79
John W. Brooker & Co
California
$4.56M 90,169 -9,634 -10%
FAG
80
Financial Advisory Group
Texas
$4.55M 89,960 -16,380 -15%
3LCM
81
3D/L Capital Management
Connecticut
$4.29M 84,853 -29,773 -26%
HIM
82
Harbour Investment Management
Washington
$4.06M 80,255 -2,760 -3%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$4.05M 80,097 -10,172 -11%
AC
84
Abbrea Capital
California
$4.02M 79,335 -36,700 -32%
CM
85
Capital Management
Virginia
$4M 79,144 -31,530 -28%
WAAG
86
Wealth Alliance Advisory Group
Kansas
$3.88M 76,757 +8,443 +12%
FCA
87
FinTrust Capital Advisors
South Carolina
$3.86M 76,451 +39,577 +107%
MIS
88
Morningstar Investment Services
Illinois
$3.74M 74,010 +9,023 +14%
KAS
89
Kestra Advisory Services
Texas
$3.74M 73,973 +62,093 +523%
SWP
90
Stratos Wealth Partners
Ohio
$3.68M 72,815 +72,815 New
JFA
91
JNBA Financial Advisors
Minnesota
$3.67M 72,594 -2,911 -4%
DAS
92
Dynamic Advisor Solutions
Arizona
$3.62M 71,554 +3,163 +5%
YIA
93
YHB Investment Advisors
Connecticut
$3.6M 71,212 -10,853 -13%
PWM
94
Perigon Wealth Management
California
$3.57M 70,560 +18,929 +37%
CAM
95
Caprin Asset Management
Virginia
$3.56M 70,407 +70,331 +92,541%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$3.56M 70,392 -10,001 -12%
IA
97
IFP Advisors
Florida
$3.48M 69,397 +29,832 +75%
KWM
98
Kingsview Wealth Management
Oregon
$3.44M 68,148 -28,380 -29%
CI
99
Ceera Investments
Texas
$3.38M 66,926 -20,065 -23%
BA
100
Bristlecone Advisors
Washington
$3.35M 66,377 -21,951 -25%
2 3
4
5 6