JMST icon

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 %
MA
101
Mutual Advisors
Nebraska
$949K 18,597 +1,812 +11%
MAM
102
Meeder Asset Management
Ohio
$948K 18,570 +18,565 +371,300%
EWA
103
EP Wealth Advisors
California
$926K 18,150 +3,454 +24%
WCM
104
Windsor Capital Management
Arizona
$831K 16,295 +2,111 +15%
EFL
105
ERn Financial LLC
Wisconsin
$790K 15,480 -356 -2%
AOWM
106
Alpha Omega Wealth Management
Virginia
$777K 15,224 -4,227 -22%
PFO
107
Pathstone Family Office
New Jersey
$766K 15,000 – –
SIAP
108
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$766K 15,000 +4,500 +43%
SWP
109
Summit Wealth Partners
Florida
$747K 14,632 -11,377 -44%
HFM
110
Hartford Financial Management
Connecticut
$741K 14,510 +1,735 +14%
Lido Advisors
111
Lido Advisors
California
$737K 14,451 +14,451 New
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$726K 14,215 +14,215 New
LA
113
LexAurum Advisors
Kansas
$700K 13,715 +6,549 +91%
RCA
114
Resonant Capital Advisors
Wisconsin
$685K 13,426 +13,426 New
OPS
115
Orion Portfolio Solutions
Nebraska
$675K 13,227 +13,227 New
SW
116
StrongBox Wealth
Missouri
$674K 13,200 +13,200 New
LNC
117
Lincoln National Corp
Pennsylvania
$671K 13,149 -15,942 -55%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$656K 12,872 +15 +0.1%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$588K 11,512 +11,512 New
RVPG
120
Relative Value Partners Group
$587K 11,500 +2,500 +28%
CGH
121
Crossmark Global Holdings
Texas
$582K 11,395 +11,395 New
KAS
122
Kestra Advisory Services
Texas
$572K 11,207 +15 +0.1%
PCMC
123
Private Capital Management (Colorado)
Colorado
$560K 10,970 +10,970 New
PIA
124
Perennial Investment Advisors
California
$547K 10,707 -6,321 -37%
DY
125
Dowling & Yahnke
California
$535K 10,480 +1,380 +15%
3 4
5
6 7