JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.86%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$37M
2
Renaissance Technologies
Renaissance Technologies
New York
$14.7M
3
SW
SVB Wealth
Massachusetts
$11.6M
4
GVAG
Great Valley Advisor Group
Delaware
$12.5M
5
SWM
SigFig Wealth Management
California
$9.15M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$214M
2
HWM
HB Wealth Management
Georgia
$12M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$102M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
126
Sandbox Financial Partners
Maryland
$2.43M +$73.8K +1,454 +3%
FWA
127
FSM Wealth Advisors
Ohio
$2.37M +$573K +11,288 +32%
SW
128
SkyOak Wealth
Michigan
$2.35M +$232K +4,563 +11%
SEA
129
Stegent Equity Advisors
Texas
$2.31M +$545K +10,722 +31%
JFA
130
JNBA Financial Advisors
Minnesota
$2.24M -$1.44M -28,409 -39%
VCM
131
Virtue Capital Management
Tennessee
$2.24M – – –
SRWM
132
Shira Ridge Wealth Management
California
$2.17M -$317K -6,233 -13%
AWM
133
AE Wealth Management
Kansas
$2.16M -$347K -6,830 -14%
CWA
134
Core Wealth Advisors
Florida
$2.1M +$1.07M +20,982 +103%
MA
135
Mutual Advisors
Nebraska
$2.02M -$36.9K -726 -2%
WIC
136
Woodmont Investment Counsel
Tennessee
$2M -$262K -5,168 -12%
CFA
137
Capstone Financial Advisors
Illinois
$2M +$231K +4,554 +13%
Brown Advisory
138
Brown Advisory
Maryland
$2M -$15.6K -308 -0.8%
KSWA
139
Kathleen S. Wright Associates
Pennsylvania
$1.99M -$513K -10,104 -20%
HFM
140
Hartford Financial Management
Connecticut
$1.99M -$639K -12,575 -24%
BA
141
Bristlecone Advisors
Washington
$1.98M -$1.39M -27,307 -41%
CTA
142
Chesley Taft & Associates
Illinois
$1.91M -$350K -6,900 -15%
KWM
143
Kingsview Wealth Management
Oregon
$1.91M -$1.55M -30,572 -45%
KA
144
Kooman & Associates
Pennsylvania
$1.89M -$61.5K -1,210 -3%
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$1.85M +$280K +5,504 +18%
PAG
146
Paladin Advisory Group
Iowa
$1.84M +$1.84M +36,187 New
PAG
147
Private Advisor Group
New Jersey
$1.81M -$73.6K -1,449 -4%
CTC
148
Central Trust Company
Missouri
$1.79M -$667K -13,125 -27%
Bank of New York Mellon
149
Bank of New York Mellon
New York
$1.77M +$1.77M +34,862 New
CFGF
150
Compass Financial Group (Florida)
Florida
$1.75M -$3.4K -67 -0.2%
4 5
6
7 8