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JPMorgan Ultra-Short Municipal Income ETF
JMST

127 hedge funds and large institutions have $366M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 8

300% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 16

87% more capital invested

Capital invested by funds: $196M → $366M (+$170M)

32% more funds holding

Funds holding: 96 → 127 (+31)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

7.65% more ownership

Funds ownership: 49.3% → 56.95% (+7.6%)

Holders
127
Holders Change
+31
Holders Change %
+32.29%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
39
Increased
64
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$35.6M
2
PP
Palladium Partners
Virginia
+$16.3M
3
UBS Group
UBS Group
Switzerland
+$10.6M
4
Franklin Resources
Franklin Resources
California
+$9.8M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.62M

Top Sellers

1
NEIRG
New England Investment & Retirement Group
Massachusetts
-$9.02M
2
GSAM
Grant Street Asset Management
Pennsylvania
-$3.03M
3
RCM
Requisite Capital Management
Texas
-$2.47M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.78M
5
AF
Advisornet Financial
Minnesota
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEIRG
126
New England Investment & Retirement Group
Massachusetts
– -$9.02M -176,935 Closed
GSAM
127
Grant Street Asset Management
Pennsylvania
– -$3.03M -59,440 Closed
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
– -$1.78M -34,971 Closed
DI
129
DFPG Investments
Utah
– -$214K -4,207 Closed
NL
130
NWAM LLC
Washington
– -$202K -3,968 Closed
SF
131
Synovus Financial
Georgia
– -$122K -2,381 Closed
OPS
132
Orion Portfolio Solutions
Nebraska
– -$33K -646 Closed
SCA
133
Stonebridge Capital Advisors
Minnesota
– -$11K -222 Closed
MAM
134
Meeder Asset Management
Ohio
– +$255 +5 New
2 3 4 5
6