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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

304 hedge funds and large institutions have $2.79B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.81%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
41
Increased
112
Reduced
116
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.39B
2
SFA
Sequoia Financial Advisors
Ohio
$22.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
4
TWM
TMD Wealth Management
Arizona
$14.7M
5
William Blair & Company
William Blair & Company
Illinois
$14.7M

Top Sellers

1
CP
Corbenic Partners
Pennsylvania
$51M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$92.7M
3
PP
Palladium Partners
Virginia
$22.7M
4
B
Bailard
California
$7.84M
5
HWM
HB Wealth Management
Georgia
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
126
Avidian Wealth Enterprises
Texas
$1.94M -$1.11M -22,006 -37%
SFP
127
Sandbox Financial Partners
Maryland
$1.92M +$27.5K +542 +1%
REMPR
128
Roof Eidam Maycock Peralta (REMP)
California
$1.91M +$203K +4,000 +12%
RWA
129
Rainsberger Wealth Advisors
Colorado
$1.88M +$26.3K +519 +1%
ESB
130
Essex Savings Bank
Connecticut
$1.85M +$942K +18,600 +104%
HIP
131
HUB Investment Partners
Texas
$1.78M -$2.42M -47,857 -58%
PAG
132
Paladin Advisory Group
Iowa
$1.75M +$1.75M +34,583 New
KSWA
133
Kathleen S. Wright Associates
Pennsylvania
$1.75M +$76.8K +1,516 +5%
SIM
134
Studio Investment Management
Illinois
$1.73M +$1.73M +34,200 New
SIA
135
Soltis Investment Advisors
Utah
$1.73M +$1.73M +34,103 New
CFGF
136
Compass Financial Group (Florida)
Florida
$1.72M -$7.7K -152 -0.4%
GCA
137
Gradient Capital Advisors
California
$1.7M +$422K +8,330 +33%
WA
138
Winfield Associates
Ohio
$1.7M +$835K +16,500 +97%
CFG
139
Cooper Financial Group
California
$1.66M -$865K -17,073 -34%
FMWA
140
Forvis Mazars Wealth Advisors
Missouri
$1.59M -$159K -3,135 -9%
Jane Street
141
Jane Street
New York
$1.58M +$1.58M +31,138 New
MHR
142
Matthew Hamilton Rosenberg
$1.58M -$292K -5,761 -16%
YWS
143
Yarger Wealth Strategies
Ohio
$1.52M +$23.6K +467 +2%
AA
144
Ancora Advisors
Ohio
$1.5M -$1.34M -26,455 -47%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$1.5M -$227K -4,483 -13%
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$1.5M +$1.5M +29,550 New
OPS
147
Orion Portfolio Solutions
Nebraska
$1.46M -$13.2K -261 -0.9%
SS
148
Simplicity Solutions
Minnesota
$1.45M -$801K -15,818 -36%
APW
149
Acima Private Wealth
Virginia
$1.43M -$799K -15,770 -36%
UB
150
UMB Bank
Missouri
$1.42M +$118K +2,340 +9%
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