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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 %
UCFA
126
United Capital Financial Advisors
Texas
$510K 9,999 +2,759 +38%
Stifel Financial
127
Stifel Financial
Missouri
$506K 9,920 +6,000 +153%
WB
128
Webster Bank
Connecticut
$504K 9,866 +980 +11%
SI
129
Stephens Inc
Arkansas
$492K 9,634 +9,634 New
SCG
130
Sonata Capital Group
Washington
$448K 8,785 +4,370 +99%
AC
131
Avestar Capital
New York
$408K 8,000 – –
CA
132
Continuum Advisory
Idaho
$404K 7,915 +11 +0.1%
NL
133
NWAM LLC
Washington
$352K 6,889 +6,889 New
SBL
134
Sargent Bickham Lagudis
Colorado
$338K 6,627 +2,697 +69%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$337K 6,607 +6,400 +3,092%
Morgan Stanley
136
Morgan Stanley
New York
$332K 6,498 +823 +15%
MA
137
MONECO Advisors
Connecticut
$321K 6,289 -800 -11%
LSPW
138
Lake Street Private Wealth
Illinois
$319K 6,259 +6,259 New
TI
139
Tidal Investments
Wisconsin
$306K 6,000 – –
OC
140
Oppenheimer & Co
New York
$306K 6,000 +6,000 New
HG
141
Harbor Group
New Hampshire
$302K 5,923 +5,923 New
MA
142
Modus Advisors
Minnesota
$300K 5,880 +5,880 New
CP
143
Corbenic Partners
Pennsylvania
$296K 5,793 +5,793 New
DI
144
DFPG Investments
Utah
$296K 5,806 +5,806 New
ICM
145
IMS Capital Management
Oregon
$281K 5,500 +5,500 New
GVAG
146
Great Valley Advisor Group
Delaware
$280K 5,479 +5,479 New
AP
147
Americana Partners
Texas
$279K 5,470 -293 -5%
PP
148
Professional Planning
California
$252K 4,944 +4,944 New
CTFG
149
Capstone Triton Financial Group
Oklahoma
$243K 4,758 +4,758 New
FA
150
FDx Advisors
Illinois
$242K 4,750 +254 +6%
4 5
6
7 8