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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

388 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 123 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+30
Holders Change %
+8.38%
% of All Funds
5.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
74
Increased
123
Reduced
152
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$41M
2
PWP
Principle Wealth Partners
Connecticut
$18.5M
3
AC
Asio Capital
Kentucky
$16.1M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$33.9M
5
FT
Fiduciary Trust
Massachusetts
$73.9M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
SFA
Sequoia Financial Advisors
Ohio
$9.33M
3
SC
Slow Capital
California
$7.18M
4
KCM
Kathmere Capital Management
Pennsylvania
$5.18M
5
Osaic Holdings
Osaic Holdings
Arizona
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
126
Roberts Wealth Advisors
California
$2.75M -$76.1K -500 -3%
NFP
127
Narus Financial Partners
Utah
$2.72M +$189K +3,718 +7%
IAN
128
Integrated Advisors Network
Texas
$2.7M -$4.1M -80,768 -60%
PSIWM
129
Paradigm Strategies in Wealth Management
Minnesota
$2.68M +$465K +9,171 +21%
Morgan Stanley
130
Morgan Stanley
New York
$2.54M +$1.16M +22,889 +84%
LSIA
131
LaSalle St. Investment Advisors
Illinois
$2.53M -$408K -804 -14%
CWA
132
Core Wealth Advisors
Florida
$2.48M +$226K +4,453 +10%
BL
133
BFSG LLC
California
$2.45M -$107K -2,105 -4%
BWM
134
Baystate Wealth Management
Massachusetts
$2.41M +$13.6K +269 +0.6%
MA
135
Mutual Advisors
Nebraska
$2.39M -$243K -4,782 -9%
SFP
136
Sandbox Financial Partners
Maryland
$2.35M -$609 -12 -0%
KCM
137
KM Capital Management
Texas
$2.31M -$972K -19,149 -30%
SW
138
SkyOak Wealth
Michigan
$2.29M +$329K +6,477 +17%
EWS
139
Evergreen Wealth Solutions
Pennsylvania
$2.25M +$1.23M +24,219 +120%
VCM
140
Virtue Capital Management
Tennessee
$2.24M – – –
SWM
141
SigFig Wealth Management
California
$2.21M -$2.03M -40,028 -48%
YIA
142
YHB Investment Advisors
Connecticut
$2.13M -$910K -17,926 -30%
CTA
143
Chesley Taft & Associates
Illinois
$2.12M +$35.5K +700 +2%
LL
144
LPWM LLC
Minnesota
$2.11M -$178K -3,500 -8%
TWM
145
Tradition Wealth Management
Minnesota
$2.1M +$794K +15,650 +61%
NA
146
NewEdge Advisors
Louisiana
$2.09M -$1.42M -27,926 -40%
BA
147
Bristlecone Advisors
Washington
$2.08M -$52.6K -1,037 -2%
PTC
148
Private Trust Company
Ohio
$1.99M +$1.02M +20,165 +106%
CPA
149
Clear Point Advisors
New York
$1.96M +$1.96M +38,591 New
SA
150
Skyline Advisors
Washington
$1.9M +$1.9M +37,438 New
4 5
6
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