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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

291 hedge funds and large institutions have $1.42B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 14 closing their positions.

Holders
291
Holders Change
+36
Holders Change %
+14.12%
% of All Funds
4.49%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.29%
New
54
Increased
107
Reduced
76
Closed
14
Calls
$1.79M
Puts
–
Net Calls
+$1.79M
Net Calls Change
+$1.76M

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$134M
2
CP
2
Corbenic Partners
Pennsylvania
$121M
3
BA
3
Bridgewater Advisors
New York
$26.2M
4
PP
4
Palladium Partners
Virginia
$56.2M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$9.05M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$36M
2
AA
2
Auxano Advisors
Washington
$6.24M
3
BTWM
3
Baker Tilly Wealth Management
Wisconsin
$0
4
Jane Street
4
Jane Street
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
101
Cooper Financial Group
California
$2.54M +$174K +3,411 +7%
SFS
102
Security Financial Services
Indiana
$2.53M +$2.53M +49,449 New
VA
103
Valmark Advisers
Ohio
$2.51M +$1.41M +27,535 +127%
PAG
104
Private Advisor Group
New Jersey
$2.45M -$1.24M -24,335 -34%
GLLW
105
Graves Light Lenhart Wealth
Virginia
$2.44M +$2.44M +47,836 New
LDFR
106
Lehman & Derafelo Financial Resources
Pennsylvania
$2.4M -$4.24M -83,000 -64%
OWM
107
Opes Wealth Management
California
$2.38M – – –
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$2.28M -$60.3K -1,180 -3%
BWG
109
Beta Wealth Group
California
$2.28M – – –
SS
110
Simplicity Solutions
Minnesota
$2.27M +$1.28M +25,009 +129%
APW
111
Acima Private Wealth
Virginia
$2.24M +$145K +2,849 +7%
SW
112
SVB Wealth
Massachusetts
$2.11M +$25.5K +500 +1%
LNC
113
Lincoln National Corp
Pennsylvania
$2.07M -$270K -5,292 -12%
AWA
114
Amplius Wealth Advisors
Pennsylvania
$2.01M +$2.01M +39,452 New
SFP
115
Sandbox Financial Partners
Maryland
$1.91M -$361K -7,075 -16%
MHR
116
Matthew Hamilton Rosenberg
$1.88M +$1.88M +36,888 New
MSFS
117
Main Street Financial Solutions
Pennsylvania
$1.87M +$676K +13,246 +57%
RWA
118
Rainsberger Wealth Advisors
Colorado
$1.87M +$1.87M +36,551 New
DBT
119
Dubuque Bank & Trust
Iowa
$1.78M +$913K +17,881 +106%
FMWA
120
Forvis Mazars Wealth Advisors
Missouri
$1.76M +$858K +16,811 +95%
CFGF
121
Compass Financial Group (Florida)
Florida
$1.75M – – –
Bank of New York Mellon
122
Bank of New York Mellon
New York
$1.74M +$1.74M +34,053 New
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$1.74M +$1.74M +34,002 New
REMPR
124
Roof Eidam Maycock Peralta (REMP)
California
$1.72M – – –
FCA
125
FinTrust Capital Advisors
South Carolina
$1.69M -$974K -19,082 -37%
3 4
5
6 7