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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

168 hedge funds and large institutions have $662M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
168
Holders Change
+41
Holders Change %
+32.28%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
58
Increased
80
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Homrich & Berg
Georgia
$68.5M
2
TC
2
TownSquare Capital
Utah
$50.9M
3
OCM
3
One Capital Management
California
$16.2M
4
TWM
4
TMD Wealth Management
Arizona
$13.3M
5
BTWM
5
Baker Tilly Wealth Management
Wisconsin
$12.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.3M
2
RCM
2
Requisite Capital Management
Texas
$6.52M
3
COF
3
Capital One Financial
Virginia
$0
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$1.38M
5
LNC
5
Lincoln National Corp
Pennsylvania
$671K
Name Market Value Shares Shares
Change 		Shares
Change %
GCA
151
Gradient Capital Advisors
California
$230K 4,507 +4,507 New
EH
152
Equitable Holdings
New York
$219K 4,298 +4,298 New
AF
153
Advisornet Financial
Minnesota
$216K 4,238 -47 -1%
AA
154
Auxano Advisors
Washington
$208K 4,067 +4,067 New
EIA
155
Eldridge Investment Advisors
New Hampshire
$205K 4,014 -136 -3%
SFSIG
156
San Francisco Sentry Investment Group
California
$204K 4,006 +2 +0%
GI
157
Gradient Investments
Minnesota
$203K 3,983 -148 -4%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
– – – –
NCM
159
Next Capital Management
New York
$202K 3,950 – –
RJT
160
Raymond James Trust
Florida
$200K 3,921 +3,921 New
BWA
161
BDO Wealth Advisors
Florida
$189K 3,710 +3,710 New
ASN
162
Advisory Services Network
Georgia
$87K 1,711 +986 +136%
GA
163
GoalVest Advisory
New York
$60K 1,175 +1,175 New
CAL
164
Capital Analysts LLC
Pennsylvania
$43K 850 +850 New
KFI
165
Key Financial Inc
Pennsylvania
$34K 675 +675 New
MAM
166
McCarthy Asset Management
California
$25K 490 +490 New
SIAG
167
Safeguard Investment Advisory Group
California
$25K 494 +494 New
3LCM
168
3D/L Capital Management
Connecticut
$6K 124,239 +124,239 New
COF
169
Capital One Financial
Virginia
– – -21,860 Closed
Jane Street
170
Jane Street
New York
– – -14,788 Closed
HFS
171
Howard Financial Services
Texas
– – -7,850 Closed
CA
172
Cetera Advisors
Colorado
– – -7,402 Closed
TSS
173
Two Sigma Securities
New York
– – -5,354 Closed
MFG
174
Merit Financial Group
Georgia
– – -5,081 Closed
WIA
175
Wealthstreet Investment Advisors
Texas
– – -5,000 Closed
4 5 6
7
8