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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

353 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 34 closing their positions.

Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.7%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
71
Increased
115
Reduced
135
Closed
34
Calls
$2.48M
Puts
–
Net Calls
+$2.48M
Net Calls Change
+$593K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$126M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.8M
3
LPL Financial
3
LPL Financial
California
$60.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$273M
2
Jane Street
2
Jane Street
New York
$7.77M
3
TC
3
TownSquare Capital
Utah
$658K
4
DOA
4
D'Orazio & Associates
Virginia
$5.66M
5
SW
5
SVB Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEA
151
Stegent Equity Advisors
Texas
$1.75M +$1.75M +34,681 New
CFGF
152
Compass Financial Group (Florida)
Florida
$1.75M +$4.9K +97 +0.3%
FFN
153
Focus Financial Network
Minnesota
$1.71M +$63.9K +1,262 +4%
NC
154
NewSquare Capital
Pennsylvania
$1.7M +$21K +415 +1%
DSA
155
Droms Strauss Advisors
Missouri
$1.69M -$4.86M -96,037 -74%
TFO
156
Tarbox Family Office
California
$1.67M +$1.67M +33,137 New
AA
157
Ancora Advisors
Ohio
$1.65M -$434K -8,596 -21%
NCM
158
New Capital Management
Texas
$1.62M +$1.62M +32,155 New
TW
159
Transform Wealth
Colorado
$1.61M +$53.6K +1,060 +3%
MAC
160
Mason & Associates (California)
California
$1.61M +$1.61M +31,762 New
WCFA
161
Walkner Condon Financial Advisors
Wisconsin
$1.56M +$1.56M +30,946 New
DBT
162
Dubuque Bank & Trust
Iowa
$1.55M -$487K -9,635 -24%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$1.48M -$256K -5,074 -15%
SFS
164
Security Financial Services
Indiana
$1.47M -$500K -9,899 -25%
SPA
165
Shore Point Advisors
New Jersey
$1.46M -$546K -10,798 -27%
RHP
166
Royal Harbor Partners
Texas
$1.44M -$505K -9,994 -26%
KL
167
KWMG LLC
Kansas
$1.41M +$142K +2,802 +11%
CAN
168
Cetera Advisor Networks
California
$1.39M +$474K +9,373 +51%
DT
169
Daniels + Tansey
Delaware
$1.37M +$604K +11,962 +79%
FA
170
Fiduciary Alliance
South Carolina
$1.35M +$1.35M +26,778 New
SW
171
StrongBox Wealth
Missouri
$1.31M +$43.7K +865 +3%
SWM
172
Silverlake Wealth Management
Vermont
$1.29M – – –
LAS
173
LWM Advisory Services
Florida
$1.28M -$13.4K -266 -1%
EFS
174
Essex Financial Services
Connecticut
$1.27M -$1.88M -37,270 -60%
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$1.26M +$33.9K +670 +3%
5 6
7
8 9