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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.86%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$37M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14.7M
3
SW
3
SVB Wealth
Massachusetts
$11.6M
4
GVAG
4
Great Valley Advisor Group
Delaware
$12.5M
5
SWM
5
SigFig Wealth Management
California
$9.15M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$214M
2
HWM
2
HB Wealth Management
Georgia
$12M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$102M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$8.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
101
Requisite Capital Management
Texas
$3.3M -$25.9K -509 -0.8%
NL
102
NWAM LLC
Washington
$3.22M -$93K -1,831 -3%
AI
103
Atria Investments
North Carolina
$3.19M +$3.19M +62,774 New
GRP
104
Global Retirement Partners
California
$3.19M +$2.85M +56,264 +834%
HWP
105
Highline Wealth Partners
California
$3.12M +$113K +2,220 +4%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$3.08M +$25.4K +500 +0.8%
DAS
107
Dynamic Advisor Solutions
Arizona
$3.08M -$558K -10,987 -15%
MIS
108
Morningstar Investment Services
Illinois
$3.06M -$698K -13,763 -19%
NCM
109
New Capital Management
Texas
$3.05M +$1.42M +27,951 +87%
BL
110
BFSG LLC
California
$3.02M -$155K -3,050 -5%
AFG
111
Albion Financial Group
Utah
$2.96M -$51K -1,005 -2%
Morgan Stanley
112
Morgan Stanley
New York
$2.9M +$1.86M +36,658 +179%
AC
113
Abbrea Capital
California
$2.89M -$1.14M -22,500 -28%
IA
114
IFP Advisors
Florida
$2.87M -$606K -12,110 -17%
WIP
115
WealthCare Investment Partners
Rhode Island
$2.85M +$44.7K +880 +2%
BIAS
116
Beacon Investment Advisory Services
New Jersey
$2.85M -$3.35M -65,949 -54%
PCG
117
Prosperity Consulting Group
Maryland
$2.79M -$373K -7,335 -12%
JBA
118
Johnson Bixby & Associates
Washington
$2.62M -$42.4K -834 -2%
MPW
119
Monterey Private Wealth
California
$2.61M +$1.6M +31,417 +157%
VWM
120
Venturi Wealth Management
Texas
$2.6M +$5.89K +116 +0.2%
NA
121
NewEdge Advisors
Louisiana
$2.59M +$1.39M +27,394 +116%
BWM
122
Baystate Wealth Management
Massachusetts
$2.57M -$192K -3,786 -7%
SIA
123
Soltis Investment Advisors
Utah
$2.55M -$2.65M -52,261 -51%
FCIM
124
Fairview Capital Investment Management
California
$2.49M -$325K -6,400 -12%
REMPR
125
Roof Eidam Maycock Peralta (REMP)
California
$2.43M – – –
3 4
5
6 7