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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

291 hedge funds and large institutions have $1.42B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+36
Holders Change %
+14.12%
% of All Funds
4.49%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.29%
New
54
Increased
107
Reduced
76
Closed
14
Calls
$1.79M
Puts
–
Net Calls
+$1.79M
Net Calls Change
+$1.76M

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$134M
2
CP
2
Corbenic Partners
Pennsylvania
$121M
3
BA
3
Bridgewater Advisors
New York
$26.2M
4
PP
4
Palladium Partners
Virginia
$56.2M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$9.05M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$36M
2
AA
2
Auxano Advisors
Washington
$6.24M
3
BTWM
3
Baker Tilly Wealth Management
Wisconsin
$0
4
Jane Street
4
Jane Street
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
KSWA
126
Kathleen S. Wright Associates
Pennsylvania
$1.68M +$1.68M +32,983 New
TFM
127
TFC Financial Management
Massachusetts
$1.61M -$271K -5,300 -14%
DT
128
Daniels + Tansey
Delaware
$1.57M – – –
NA
129
Nottingham Advisors
New York
$1.54M +$263K +5,150 +21%
YWS
130
Yarger Wealth Strategies
Ohio
$1.51M +$1.51M +29,571 New
PCM
131
Pennsylvania Capital Management
Pennsylvania
$1.51M -$231K -4,525 -13%
OPS
132
Orion Portfolio Solutions
Nebraska
$1.49M +$180K +3,516 +14%
BCMO
133
Buckingham Capital Management (Ohio)
Ohio
$1.45M +$1.45M +28,355 New
CW
134
CreativeOne Wealth
Kansas
$1.41M +$101K +1,969 +8%
MML Investors Services
135
MML Investors Services
Massachusetts
$1.34M -$773K -15,148 -37%
PCIA
136
Prime Capital Investment Advisors
Kansas
$1.33M +$442K +8,664 +50%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$1.32M +$1.32M +25,820 New
UB
138
UMB Bank
Missouri
$1.31M +$1.31M +25,721 New
GCA
139
Gradient Capital Advisors
California
$1.29M +$642K +12,581 +100%
SW
140
StrongBox Wealth
Missouri
$1.28M +$158K +3,100 +14%
CG
141
Colony Group
Massachusetts
$1.28M – – –
UCFA
142
United Capital Financial Advisors
Texas
$1.25M +$239K +4,676 +24%
JWCA
143
J.W. Cole Advisors
Florida
$1.25M -$12.3M -241,255 -91%
GSWM
144
Golden State Wealth Management
California
$1.23M +$152K +2,980 +14%
OIA
145
OneDigital Investment Advisors
Kansas
$1.22M -$57K -1,117 -4%
PCMC
146
Private Capital Management (Colorado)
Colorado
$1.21M -$15.3K -300 -1%
BCP
147
Blue Chip Partners
Michigan
$1.19M -$534K -10,466 -31%
PSIWM
148
Paradigm Strategies in Wealth Management
Minnesota
$1.19M +$8.98K +176 +0.8%
IA
149
IFG Advisory
Georgia
$1.15M -$111K -2,169 -9%
HIC
150
Holderness Investments Company
North Carolina
$1.1M – – –
4 5
6
7 8