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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

255 hedge funds and large institutions have $1.32B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+30
Holders Change %
+13.33%
% of All Funds
4.48%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.4%
New
46
Increased
117
Reduced
61
Closed
13
Calls
$36K
Puts
–
Net Calls
+$36K
Net Calls Change
+$36K

Top Buyers

1
VWM
Venturi Wealth Management
Texas
$37.1M
2
EWA
EP Wealth Advisors
California
$18.7M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59M
4
TC
TownSquare Capital
Utah
$97.4M
5
JWCA
J.W. Cole Advisors
Florida
$13.7M

Top Sellers

1
Jane Street
Jane Street
New York
$13.8M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$4K
3
IC
Inscription Capital
Texas
$0
4
AP
Americana Partners
Texas
$16M
5
Franklin Resources
Franklin Resources
California
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
126
Colony Group
Massachusetts
$1.28M – – –
NA
127
Nottingham Advisors
New York
$1.28M +$718K +14,050 +128%
OIA
128
OneDigital Investment Advisors
Kansas
$1.27M -$152K -2,969 -11%
IA
129
IFG Advisory
Georgia
$1.26M -$245K -4,793 -16%
SMG
130
Spectrum Management Group
Indiana
$1.25M +$1.25M +24,372 New
PCMC
131
Private Capital Management (Colorado)
Colorado
$1.23M -$61.3K -1,200 -5%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$1.2M +$55.2K +1,080 +5%
PSIWM
133
Paradigm Strategies in Wealth Management
Minnesota
$1.18M +$69.9K +1,369 +6%
SW
134
StrongBox Wealth
Missouri
$1.13M +$549K +10,745 +95%
SA
135
SAM Advisors
California
$1.12M +$1.12M +22,180 New
VA
136
Valmark Advisers
Ohio
$1.11M +$902K +17,660 +442%
HIC
137
Holderness Investments Company
North Carolina
$1.1M +$200K +3,907 +22%
CL
138
COWA LLC
Oklahoma
$1.1M -$141K -2,765 -11%
TJHA
139
Thomas J. Herzfeld Advisors
Florida
$1.09M +$1.09M +21,275 New
GSWM
140
Golden State Wealth Management
California
$1.08M -$635K -12,430 -37%
HVP
141
Hudson Value Partners
Florida
$1.07M – – –
AOWM
142
Alpha Omega Wealth Management
Virginia
$1.06M +$267K +5,221 +33%
MPW
143
Monterey Private Wealth
California
$1.05M +$194K +3,802 +23%
OMC
144
Old Mission Capital
Illinois
$1.05M -$1.18M -23,149 -53%
MAM
145
Meeder Asset Management
Ohio
$1.04M – – –
UCFA
146
United Capital Financial Advisors
Texas
$1.01M +$231K +4,518 +30%
SS
147
Simplicity Solutions
Minnesota
$994K +$994K +19,453 New
MA
148
Modus Advisors
Minnesota
$961K – – –
FMWA
149
Forvis Mazars Wealth Advisors
Missouri
$900K +$900K +17,623 New
PCIA
150
Prime Capital Investment Advisors
Kansas
$891K +$19.1K +373 +2%
4 5
6
7 8