JMST icon

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.

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 %
OWA
76
Opal Wealth Advisors
New York
$5.57M +$5.57M +110,447 New
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$5.49M +$72.4K +1,434 +1%
PP
78
PDS Planning
Ohio
$5.3M -$56.9K -1,127 -1%
KA
79
Klingman & Associates
New York
$5.28M -$5.3M -105,018 -50%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$5.21M +$5.21M +103,310 New
IIC
81
Ironwood Investment Counsel
Arizona
$5.19M -$2.32M -8,174 -31%
ZIC
82
ZWJ Investment Counsel
Georgia
$5.02M -$525K -10,400 -9%
MWA
83
MFA Wealth Advisors
Pennsylvania
$5.01M +$505K +10,017 +11%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$4.99M -$1.04M -20,578 -17%
NCM
85
New Capital Management
Texas
$4.84M +$4.84M +95,913 New
DLCIG
86
D.L. Carlson Investment Group
New Hampshire
$4.76M -$280K -5,548 -6%
EWA
87
EP Wealth Advisors
California
$4.75M +$1.7M +33,712 +56%
SWM
88
SigFig Wealth Management
California
$4.22M -$4.16M -82,554 -50%
CM
89
Capital Management
Virginia
$4.12M +$2.47K +49 +0.1%
CAM
90
Cresset Asset Management
Illinois
$4.11M +$32.1K +637 +0.8%
SFM
91
Signet Financial Management
New Jersey
$4.11M -$484K -9,588 -11%
VF
92
Vawter Financial
Ohio
$4.05M -$512K -10,150 -11%
JWM
93
Jupiter Wealth Management
Colorado
$4.04M +$4.04M +80,000 New
GLLW
94
Graves Light Lenhart Wealth
Virginia
$3.98M -$7.32M -145,318 -65%
WAAG
95
Wealth Alliance Advisory Group
Kansas
$3.8M -$1.26K -25 -0%
SF
96
Synovus Financial
Georgia
$3.7M -$101K -1,995 -3%
SMG
97
Smart Money Group
Texas
$3.68M -$36.1K -716 -1%
DAS
98
Dynamic Advisor Solutions
Arizona
$3.67M -$69.8K -1,383 -2%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$3.54M -$862K -17,081 -20%
Creative Planning
100
Creative Planning
Kansas
$3.51M +$3.2M +63,404 +1,028%
2 3
4
5 6