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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

353 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 34 closing their positions.

Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.7%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
71
Increased
115
Reduced
135
Closed
34
Calls
$2.48M
Puts
–
Net Calls
+$2.48M
Net Calls Change
+$593K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$126M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.8M
3
LPL Financial
3
LPL Financial
California
$60.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$273M
2
Jane Street
2
Jane Street
New York
$7.77M
3
TC
3
TownSquare Capital
Utah
$658K
4
DOA
4
D'Orazio & Associates
Virginia
$5.66M
5
SW
5
SVB Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
126
Venturi Wealth Management
Texas
$2.59M +$1.16M +22,962 +81%
OPS
127
Orion Portfolio Solutions
Nebraska
$2.54M +$1.73M +34,297 +215%
KSWA
128
Kathleen S. Wright Associates
Pennsylvania
$2.49M +$444K +8,781 +22%
AWM
129
AE Wealth Management
Kansas
$2.49M +$2.49M +49,285 New
SRWM
130
Shira Ridge Wealth Management
California
$2.48M +$2.48M +49,046 New
CTC
131
Central Trust Company
Missouri
$2.45M -$1.37M -27,157 -36%
REMPR
132
Roof Eidam Maycock Peralta (REMP)
California
$2.42M +$697K +13,800 +41%
SFP
133
Sandbox Financial Partners
Maryland
$2.34M +$229K +4,530 +11%
GCM
134
G2 Capital Management
Ohio
$2.29M -$4.2M -83,189 -65%
WIC
135
Woodmont Investment Counsel
Tennessee
$2.26M -$50.5K -1,000 -2%
CTA
136
Chesley Taft & Associates
Illinois
$2.25M +$234K +4,625 +12%
VCM
137
Virtue Capital Management
Tennessee
$2.23M +$42K +831 +2%
GVAG
138
Great Valley Advisor Group
Delaware
$2.16M +$662K +13,105 +44%
SW
139
SkyOak Wealth
Michigan
$2.11M +$210K +4,163 +11%
MA
140
Mutual Advisors
Nebraska
$2.05M +$1.01M +20,067 +98%
Brown Advisory
141
Brown Advisory
Maryland
$2M +$2M +39,658 New
EFL
142
ERn Financial LLC
Wisconsin
$1.98M -$30K -593 -1%
KA
143
Kooman & Associates
Pennsylvania
$1.94M +$1.94M +38,487 New
MTWM
144
Masso Torrence Wealth Management
New Jersey
$1.93M +$9.75K +193 +0.5%
TIM
145
Tortoise Investment Management
New York
$1.92M -$7.38K -146 -0.4%
FWP
146
FAS Wealth Partners
Kansas
$1.89M +$708K +14,001 +60%
GCA
147
Gradient Capital Advisors
California
$1.81M -$213K -4,207 -11%
FWA
148
FSM Wealth Advisors
Ohio
$1.79M +$149K +2,944 +9%
BFG
149
Bleakley Financial Group
New Jersey
$1.77M +$1.77M +35,119 New
CFA
150
Capstone Financial Advisors
Illinois
$1.76M -$103K -2,029 -5%
4 5
6
7 8