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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

291 hedge funds and large institutions have $1.42B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+36
Holders Change %
+14.12%
% of All Funds
4.49%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.29%
New
54
Increased
107
Reduced
76
Closed
14
Calls
$1.79M
Puts
–
Net Calls
+$1.79M
Net Calls Change
+$1.76M

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$134M
2
CP
2
Corbenic Partners
Pennsylvania
$121M
3
BA
3
Bridgewater Advisors
New York
$26.2M
4
PP
4
Palladium Partners
Virginia
$56.2M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$9.05M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$36M
2
AA
2
Auxano Advisors
Washington
$6.24M
3
BTWM
3
Baker Tilly Wealth Management
Wisconsin
$0
4
Jane Street
4
Jane Street
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
151
COWA LLC
Oklahoma
$1.1M – – –
TJHA
152
Thomas J. Herzfeld Advisors
Florida
$1.09M +$4.24K +83 +0.4%
KL
153
KWMG LLC
Kansas
$1.08M +$496K +9,719 +85%
IA
154
IFP Advisors
Florida
$1.07M -$1.03M -20,205 -49%
HVP
155
Hudson Value Partners
Florida
$1.07M – – –
MAM
156
Meeder Asset Management
Ohio
$1.04M – – –
SMG
157
Spectrum Management Group
Indiana
$1.01M -$235K -4,593 -19%
DI
158
DFPG Investments
Utah
$973K -$798K -15,660 -45%
SCG
159
Sonata Capital Group
Washington
$955K +$552K +10,805 +137%
ASN
160
Advisory Services Network
Georgia
$930K +$213K +4,179 +30%
EFS
161
Essex Financial Services
Connecticut
$915K +$429K +8,403 +88%
ESB
162
Essex Savings Bank
Connecticut
$915K +$604K +11,827 +194%
RDFA
163
Ritter Daniher Financial Advisory
Ohio
$914K +$460K +9,001 +101%
AUB
164
Atlantic Union Bankshares
Virginia
$896K -$516K -10,108 -37%
CAN
165
Cetera Advisor Networks
California
$886K +$153 +3 +0%
RCA
166
Resonant Capital Advisors
Wisconsin
$881K +$275K +5,393 +45%
WA
167
Winfield Associates
Ohio
$868K – – –
MA
168
Modus Advisors
Minnesota
$861K -$100K -1,960 -10%
Lido Advisors
169
Lido Advisors
California
$822K -$849K -16,640 -51%
SSB
170
Sandy Spring Bank
Maryland
$822K +$822K +16,100 New
GVAG
171
Great Valley Advisor Group
Delaware
$806K – – –
MA
172
Mosaic Advisors
Texas
$802K -$5.5M -107,749 -87%
VWA
173
V Wealth Advisors
Kansas
$782K +$782K +15,319 New
SA
174
SAM Advisors
California
$775K -$345K -6,826 -31%
VCM
175
Virtue Capital Management
Tennessee
$775K +$500K +9,796 +182%
5 6
7
8 9