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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

358 hedge funds and large institutions have $1.94B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.71%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
34
Increased
105
Reduced
178
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Slow Capital
California
$28.3M
2
LPL Financial
LPL Financial
California
$78.8M
3
BIG
Boothe Investment Group
Delaware
$14.2M
4
Jane Street
Jane Street
New York
$24.5M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.4M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$80.7M
2
MWA
Mills Wealth Advisors
Texas
$21.8M
3
Bank of America
Bank of America
North Carolina
$175M
4
TC
Trust Company
Kansas
$13.9M
5
DT
Daniels + Tansey
Delaware
$466K
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
151
NewSquare Capital
Pennsylvania
$1.59M -$84.3K -1,670 -5%
IWP
152
IAG Wealth Partners
Wisconsin
$1.57M -$1.98M -39,258 -56%
NL
153
NWAM LLC
Washington
$1.55M +$730K +14,479 +90%
WIC
154
Woodmont Investment Counsel
Tennessee
$1.52M -$333K -6,600 -18%
KL
155
KWMG LLC
Kansas
$1.49M +$15.1K +300 +1%
SRWM
156
Shira Ridge Wealth Management
California
$1.48M -$509K -10,081 -26%
KWM
157
Kingsview Wealth Management
Oregon
$1.47M +$404 +8 +0%
FCA
158
FinTrust Capital Advisors
South Carolina
$1.45M -$2.41M -47,733 -62%
MTWM
159
Masso Torrence Wealth Management
New Jersey
$1.39M -$350K -6,945 -20%
SFS
160
Security Financial Services
Indiana
$1.38M +$6.36K +126 +0.5%
Morgan Stanley
161
Morgan Stanley
New York
$1.37M -$7.59M -150,459 -85%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$1.37M +$326K +6,471 +31%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$1.34M -$197K -3,900 -13%
CA
164
Cetera Advisors
Colorado
$1.31M +$688K +13,635 +110%
Brown Advisory
165
Brown Advisory
Maryland
$1.31M -$97.2K -1,927 -7%
MAC
166
Mason & Associates (California)
California
$1.31M -$191K -3,790 -13%
VWM
167
Venturi Wealth Management
Texas
$1.3M -$875K -17,339 -40%
TWM
168
Tradition Wealth Management
Minnesota
$1.3M -$151K -3,000 -10%
AA
169
Ancora Advisors
Ohio
$1.28M -$102K -2,026 -7%
PAG
170
Paladin Advisory Group
Iowa
$1.27M -$9.23K -183 -0.7%
SFS
171
Starfox Financial Services
Texas
$1.26M -$135K -2,677 -10%
CFD
172
Creative Financial Designs
Indiana
$1.2M -$6.81K -135 -0.6%
SWM
173
Spire Wealth Management
Virginia
$1.2M -$122K -2,414 -9%
IIA
174
Integral Investment Advisors
California
$1.2M -$252K -5,000 -17%
SWP
175
Stratos Wealth Partners
Ohio
$1.17M +$294K +5,823 +34%
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