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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

358 hedge funds and large institutions have $1.94B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.71%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
34
Increased
105
Reduced
178
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Slow Capital
California
+$17.9M
2
LPL Financial
LPL Financial
California
+$13.5M
3
BIG
Boothe Investment Group
Delaware
+$10.2M
4
Jane Street
Jane Street
New York
+$10.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.93M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$12.3M
2
MWA
Mills Wealth Advisors
Texas
-$10.6M
3
Bank of America
Bank of America
North Carolina
-$10.2M
4
TC
Trust Company
Kansas
-$9.75M
5
DT
Daniels + Tansey
Delaware
-$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
126
Focus Financial Network
Minnesota
$2.44M +$35K +694 +1%
3LCM
127
3D/L Capital Management
Connecticut
$2.42M -$822K -16,286 -25%
FTUS
128
Flow Traders U.S.
New York
$2.4M +$2.4M +47,492 New
BWM
129
Baystate Wealth Management
Massachusetts
$2.38M -$216K -4,280 -8%
SFP
130
Sandbox Financial Partners
Maryland
$2.34M -$39.3K -779 -2%
LL
131
LPWM LLC
Minnesota
$2.27M +$1.06M +21,078 +88%
CWA
132
Core Wealth Advisors
Florida
$2.25M -$56.9K -1,128 -2%
VCM
133
Virtue Capital Management
Tennessee
$2.23M – – –
FAG
134
Financial Advisory Group
Texas
$2.23M -$1.17M -23,240 -34%
PSIWM
135
Paradigm Strategies in Wealth Management
Minnesota
$2.2M -$273K -5,415 -11%
BA
136
Bristlecone Advisors
Washington
$2.12M +$111K +2,193 +6%
CTA
137
Chesley Taft & Associates
Illinois
$2.07M +$223K +4,425 +12%
FCIM
138
Fairview Capital Investment Management
California
$1.98M -$404K -8,000 -17%
SW
139
SkyOak Wealth
Michigan
$1.95M – – –
PAG
140
Private Advisor Group
New Jersey
$1.92M +$268K +5,303 +16%
SIA
141
Soltis Investment Advisors
Utah
$1.91M -$92K -1,824 -5%
PCG
142
Prosperity Consulting Group
Maryland
$1.91M -$203K -4,026 -10%
PA
143
Perennial Advisors
New York
$1.9M +$388K +7,699 +26%
KSWA
144
Kathleen S. Wright Associates
Pennsylvania
$1.89M +$267K +5,286 +16%
HFM
145
Hartford Financial Management
Connecticut
$1.89M -$94.8K -1,880 -5%
CFA
146
Capstone Financial Advisors
Illinois
$1.86M -$7.42K -147 -0.4%
IA
147
IFP Advisors
Florida
$1.82M -$454K -9,004 -20%
KA
148
Kooman & Associates
Pennsylvania
$1.79M -$41.1K -814 -2%
CFGF
149
Compass Financial Group (Florida)
Florida
$1.76M -$8.02K -159 -0.5%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$1.72M +$307K +6,086 +22%
4 5
6
7 8