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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

388 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 123 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+30
Holders Change %
+8.38%
% of All Funds
5.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
74
Increased
123
Reduced
152
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$41M
2
PWP
Principle Wealth Partners
Connecticut
$18.5M
3
AC
Asio Capital
Kentucky
$16.1M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$33.9M
5
FT
Fiduciary Trust
Massachusetts
$73.9M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
SFA
Sequoia Financial Advisors
Ohio
$9.33M
3
SC
Slow Capital
California
$7.18M
4
KCM
Kathmere Capital Management
Pennsylvania
$5.18M
5
Osaic Holdings
Osaic Holdings
Arizona
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KSWA
151
Kathleen S. Wright Associates
Pennsylvania
$1.83M -$69.8K -1,376 -4%
IWP
152
IAG Wealth Partners
Wisconsin
$1.83M +$247K +4,862 +16%
VWM
153
Venturi Wealth Management
Texas
$1.81M +$503K +9,915 +38%
SWP
154
Stratos Wealth Partners
Ohio
$1.81M +$641K +12,633 +55%
SIA
155
Soltis Investment Advisors
Utah
$1.8M -$127K -2,507 -7%
CAM
156
Clarity Asset Management
Iowa
$1.77M +$1.77M +34,951 New
CFGF
157
Compass Financial Group (Florida)
Florida
$1.77M – – –
PWH
158
Priebe Wealth Holdings
Minnesota
$1.75M +$1.75M +34,572 New
RSWA
159
Robinson Smith Wealth Advisors
Maine
$1.75M +$1.75M +34,555 New
NCM
160
New Capital Management
Texas
$1.7M -$3.17M -62,456 -65%
HFM
161
Hartford Financial Management
Connecticut
$1.65M -$247K -4,865 -13%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$1.62M -$114K -2,237 -7%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$1.61M +$234K +4,612 +17%
IA
164
IFP Advisors
Florida
$1.58M -$250K -4,926 -14%
NC
165
NewSquare Capital
Pennsylvania
$1.57M -$21.2K -418 -1%
SOS
166
Silver Oak Securities
Tennessee
$1.57M +$1.57M +30,928 New
NW
167
Naviter Wealth
Arkansas
$1.57M +$644K +12,652 +70%
PAG
168
Paladin Advisory Group
Iowa
$1.54M +$266K +5,252 +21%
RDFA
169
Ritter Daniher Financial Advisory
Ohio
$1.53M -$1.31M -25,870 -46%
KL
170
KWMG LLC
Kansas
$1.53M +$37.4K +737 +3%
KA
171
Kooman & Associates
Pennsylvania
$1.52M -$277K -5,464 -15%
PAG
172
Private Advisor Group
New Jersey
$1.39M -$541K -10,669 -28%
AWM
173
Able Wealth Management
New Jersey
$1.37M +$1.37M +26,935 New
AA
174
Ancora Advisors
Ohio
$1.29M -$2.03K -40 -0.2%
PSCM
175
Per Stirling Capital Management
Texas
$1.28M +$706K +13,913 +122%
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