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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 %
NA
101
NewEdge Advisors
Louisiana
$3.49M +$301K +5,968 +9%
LPT
102
Legacy Private Trust
Wisconsin
$3.48M +$330K +6,547 +10%
FWA
103
FSM Wealth Advisors
Ohio
$3.4M +$531K +10,527 +19%
RCM
104
Requisite Capital Management
Texas
$3.32M -$13.6K -269 -0.4%
HWP
105
Highline Wealth Partners
California
$3.32M +$14.8K +294 +0.4%
EWA
106
Encompass Wealth Advisors
Oregon
$3.32M -$29.2K -578 -0.9%
KCM
107
KM Capital Management
Texas
$3.27M -$1.15M -22,820 -26%
GRP
108
Global Retirement Partners
California
$3.15M -$159K -3,151 -5%
GGS
109
Galvin Gaustad & Stein
Arizona
$3.14M -$222K -4,392 -7%
YIA
110
YHB Investment Advisors
Connecticut
$3.02M -$490K -9,705 -14%
DIA
111
Davidson Investment Advisors
Montana
$2.98M -$148K -2,942 -5%
AAS
112
Avantax Advisory Services
Texas
$2.96M +$1.51M +29,853 +103%
BIAS
113
Beacon Investment Advisory Services
New Jersey
$2.96M +$280K +5,546 +10%
MIS
114
Morningstar Investment Services
Illinois
$2.9M +$280K +5,556 +11%
RDFA
115
Ritter Daniher Financial Advisory
Ohio
$2.83M -$654K -12,971 -19%
JWBC
116
John W. Brooker & Co
California
$2.72M -$608K -12,059 -18%
AWM
117
Axxcess Wealth Management
California
$2.71M +$926K +18,361 +52%
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$2.63M -$394K -7,805 -13%
MA
119
Mutual Advisors
Nebraska
$2.61M +$469K +9,302 +22%
AFG
120
Albion Financial Group
Utah
$2.61M -$51.7K -1,025 -2%
BL
121
BFSG LLC
California
$2.55M -$178K -3,520 -7%
NFP
122
Narus Financial Partners
Utah
$2.51M -$61.5K -1,220 -2%
VPP
123
Vertex Planning Partners
Illinois
$2.49M -$592K -11,732 -19%
WCFA
124
Walkner Condon Financial Advisors
Wisconsin
$2.45M +$560K +11,094 +30%
TW
125
Transform Wealth
Colorado
$2.44M -$1.92M -38,036 -44%
3 4
5
6 7