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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

355 hedge funds and large institutions have $1.97B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-11
Holders Change %
-3.01%
% of All Funds
5.6%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
33
Increased
110
Reduced
167
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$209M
2
BCI
Brinker Capital Investments
Pennsylvania
$14.3M
3
OPS
Orion Portfolio Solutions
Nebraska
$14.3M
4
WWA
WCG Wealth Advisors
Nevada
$11M
5
AC
AlphaCore Capital
California
$9.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$186M
2
AHC
Anderson Hoagland & Co
Missouri
$730K
3
Jane Street
Jane Street
New York
$14.4M
4
FTUS
Flow Traders U.S.
New York
$0
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
126
Fairview Capital Investment Management
California
$2.4M -$87K -1,717 -4%
SFP
127
Sandbox Financial Partners
Maryland
$2.39M -$28.9K -571 -1%
CWA
128
Core Wealth Advisors
Florida
$2.31M +$217K +4,282 +10%
IA
129
IFP Advisors
Florida
$2.28M -$620K -12,232 -21%
VCM
130
Virtue Capital Management
Tennessee
$2.23M – – –
VWM
131
Venturi Wealth Management
Texas
$2.19M -$410K -8,098 -16%
MA
132
Mutual Advisors
Nebraska
$2.15M +$139K +2,752 +7%
PCG
133
Prosperity Consulting Group
Maryland
$2.12M -$665K -13,121 -24%
BA
134
Bristlecone Advisors
Washington
$2.01M +$34.6K +684 +2%
SIA
135
Soltis Investment Advisors
Utah
$2.01M -$529K -10,454 -21%
SRWM
136
Shira Ridge Wealth Management
California
$2M -$173K -3,411 -8%
HFM
137
Hartford Financial Management
Connecticut
$1.99M +$3.8K +75 +0.2%
SW
138
SkyOak Wealth
Michigan
$1.96M -$385K -7,610 -16%
WCFA
139
Walkner Condon Financial Advisors
Wisconsin
$1.9M +$55K +1,085 +3%
CFA
140
Capstone Financial Advisors
Illinois
$1.87M -$123K -2,429 -6%
CTA
141
Chesley Taft & Associates
Illinois
$1.86M -$50.7K -1,000 -3%
WIC
142
Woodmont Investment Counsel
Tennessee
$1.86M -$141K -2,782 -7%
AWA
143
Arete Wealth Advisors
Illinois
$1.85M +$1.85M +36,557 New
KA
144
Kooman & Associates
Pennsylvania
$1.84M -$52K -1,026 -3%
AWM
145
Axxcess Wealth Management
California
$1.79M +$1.15M +22,737 +180%
CFGF
146
Compass Financial Group (Florida)
Florida
$1.78M +$27.3K +538 +2%
MTWM
147
Masso Torrence Wealth Management
New Jersey
$1.75M +$46.2K +912 +3%
NC
148
NewSquare Capital
Pennsylvania
$1.68M -$1.77K -35 -0.1%
PAG
149
Private Advisor Group
New Jersey
$1.66M -$145K -2,867 -8%
KSWA
150
Kathleen S. Wright Associates
Pennsylvania
$1.63M -$357K -7,049 -18%
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