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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

302 hedge funds and large institutions have $2.68B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 131 reducing their positions, and 38 closing their positions.

Holders
302
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
5.11%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
40
Increased
104
Reduced
131
Closed
38
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$1.69M

Top Buyers

1
FT
1
Fiduciary Trust
Massachusetts
$40.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$48.3M
3
Cerity Partners
3
Cerity Partners
New York
$18.3M
4
MWC
4
MBM Wealth Consultants
Missouri
$17.7M
5
LPL Financial
5
LPL Financial
California
$32.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.29B
2
CP
2
Corbenic Partners
Pennsylvania
$0
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.7M
4
VWM
4
Venturi Wealth Management
Texas
$1.62M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$816K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
126
Mission Wealth Management
California
$2.17M 42,833 -42,122 -50%
TW
127
Transform Wealth
Colorado
$2.14M 42,153 -229,618 -84%
GCA
128
Gradient Capital Advisors
California
$2.12M 41,914 +8,419 +25%
SW
129
SkyOak Wealth
Michigan
$2.12M 41,796 -43,540 -51%
MPW
130
Monterey Private Wealth
California
$2.11M 41,637 -4,291 -9%
GC
131
Gratus Capital
Georgia
$2.1M 41,424 +28,500 +221%
TIM
132
Tortoise Investment Management
New York
$1.98M 39,045 – –
SCP
133
Shorepoint Capital Partners
Massachusetts
$1.96M 38,649 +19,821 +105%
EFL
134
ERn Financial LLC
Wisconsin
$1.94M 38,247 -6,724 -15%
REMPR
135
Roof Eidam Maycock Peralta (REMP)
California
$1.91M 37,666 – –
SFP
136
Sandbox Financial Partners
Maryland
$1.91M 37,609 -278 -0.7%
CC
137
Callan Capital
California
$1.85M 36,610 -60,084 -62%
MSFS
138
Main Street Financial Solutions
Pennsylvania
$1.83M 36,141 -5,900 -14%
CFG
139
Cooper Financial Group
California
$1.78M 35,165 +2,449 +7%
KSWA
140
Kathleen S. Wright Associates
Pennsylvania
$1.78M 35,116 +617 +2%
ESB
141
Essex Savings Bank
Connecticut
$1.77M 35,014 -1,508 -4%
CFGF
142
Compass Financial Group (Florida)
Florida
$1.75M 34,493 +442 +1%
WIP
143
WealthCare Investment Partners
Rhode Island
$1.7M 33,600 +33,600 New
TBWA
144
Three Bridge Wealth Advisors
California
$1.65M 32,560 +6,025 +23%
GA
145
GoalVest Advisory
New York
$1.62M 31,945 +13,502 +73%
VWM
146
Venturi Wealth Management
Texas
$1.62M 31,887 -562,833 -95%
YWS
147
Yarger Wealth Strategies
Ohio
$1.61M 31,753 +1,715 +6%
GVAG
148
Great Valley Advisor Group
Delaware
$1.6M 31,572 +11,332 +56%
MHR
149
Matthew Hamilton Rosenberg
$1.58M 31,128 +1 +0%
ASN
150
Advisory Services Network
Georgia
$1.55M 30,597 +5,774 +23%
4 5
6
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