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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.86%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$37M
2
Renaissance Technologies
Renaissance Technologies
New York
$14.7M
3
SW
SVB Wealth
Massachusetts
$11.6M
4
GVAG
Great Valley Advisor Group
Delaware
$12.5M
5
SWM
SigFig Wealth Management
California
$9.15M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$214M
2
HWM
HB Wealth Management
Georgia
$12M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$102M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
151
Focus Financial Network
Minnesota
$1.74M +$30.7K +604 +2%
MTWM
152
Masso Torrence Wealth Management
New Jersey
$1.71M -$234K -4,607 -12%
NC
153
NewSquare Capital
Pennsylvania
$1.68M -$27.2K -535 -2%
SFS
154
Starfox Financial Services
Texas
$1.65M +$1.65M +32,520 New
SPA
155
Shore Point Advisors
New Jersey
$1.62M +$159K +3,130 +11%
DT
156
Daniels + Tansey
Delaware
$1.61M +$238K +4,685 +17%
RPC
157
Rossmore Private Capital
Connecticut
$1.6M +$1.6M +31,505 New
TWM
158
Tradition Wealth Management
Minnesota
$1.59M +$1.59M +31,200 New
DBT
159
Dubuque Bank & Trust
Iowa
$1.56M – – –
MAC
160
Mason & Associates (California)
California
$1.52M -$89.7K -1,766 -6%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$1.47M +$199K +3,915 +16%
RWA
162
Roberts Wealth Advisors
California
$1.47M -$1.21M -23,894 -45%
FA
163
Fiduciary Alliance
South Carolina
$1.44M +$83.2K +1,639 +6%
KL
164
KWMG LLC
Kansas
$1.44M +$21.7K +427 +2%
BFG
165
Bleakley Financial Group
New Jersey
$1.41M -$371K -7,296 -21%
SS
166
Simplicity Solutions
Minnesota
$1.41M +$1.07M +20,991 +307%
AA
167
Ancora Advisors
Ohio
$1.4M -$258K -5,079 -16%
EFS
168
Essex Financial Services
Connecticut
$1.39M +$107K +2,106 +8%
SFS
169
Security Financial Services
Indiana
$1.38M -$93.2K -1,835 -6%
PA
170
Perennial Advisors
New York
$1.36M +$498K +9,800 +57%
SW
171
StrongBox Wealth
Missouri
$1.34M +$26.4K +520 +2%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$1.3M +$1.3M +25,657 New
EWS
173
Evergreen Wealth Solutions
Pennsylvania
$1.29M +$265K +5,227 +26%
SWM
174
Spire Wealth Management
Virginia
$1.28M +$1.13M +22,292 +785%
TAM
175
Titleist Asset Management
Texas
$1.26M +$1.26M +24,906 New
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