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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

255 hedge funds and large institutions have $1.32B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+30
Holders Change %
+13.33%
% of All Funds
4.48%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.4%
New
46
Increased
117
Reduced
61
Closed
13
Calls
$36K
Puts
–
Net Calls
+$36K
Net Calls Change
+$36K

Top Buyers

1
VWM
Venturi Wealth Management
Texas
$37.1M
2
EWA
EP Wealth Advisors
California
$18.7M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59M
4
TC
TownSquare Capital
Utah
$97.4M
5
JWCA
J.W. Cole Advisors
Florida
$13.7M

Top Sellers

1
Jane Street
Jane Street
New York
$13.8M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$4K
3
IC
Inscription Capital
Texas
$0
4
AP
Americana Partners
Texas
$16M
5
Franklin Resources
Franklin Resources
California
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$573K -$14.9K -292 -3%
JFA
177
JNBA Financial Advisors
Minnesota
$567K +$567K +11,110 New
WIC
178
Woodmont Investment Counsel
Tennessee
$544K +$241K +4,718 +80%
BAAM
179
Baker Avenue Asset Management
California
$544K +$544K +10,669 New
RPWA
180
Regent Peak Wealth Advisors
Georgia
$500K +$500K +9,780 New
EFS
181
Essex Financial Services
Connecticut
$486K +$216K +4,234 +80%
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$459K – – –
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$457K +$32K +626 +8%
RDFA
184
Ritter Daniher Financial Advisory
Ohio
$455K +$435K +8,500 +2,125%
EH
185
Equitable Holdings
New York
$439K -$30.6K -600 -7%
BBW
186
Blue Barn Wealth
Utah
$439K +$439K +8,601 New
MA
187
MONECO Advisors
Connecticut
$423K -$51K -1,000 -11%
Wells Fargo
188
Wells Fargo
California
$423K +$423K +8,285 +828,500%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$418K +$418K +8,192 New
SCG
190
Sonata Capital Group
Washington
$404K -$45K -880 -10%
ICP
191
Interchange Capital Partners
Pennsylvania
$399K +$399K +7,830 New
NEWAS
192
N.E.W. Advisory Services
Wisconsin
$388K – – –
NA
193
NewEdge Advisors
Louisiana
$380K +$380K +7,431 New
NL
194
NWAM LLC
Washington
$378K -$1.99K -39 -0.5%
NC
195
NovaPoint Capital
Georgia
$361K -$32K -627 -8%
MA
196
Mutual Advisors
Nebraska
$344K – – –
RAM
197
Redmond Asset Management
Virginia
$342K -$102K -2,000 -23%
SIM
198
Stratos Investment Management
Ohio
$341K +$341K +6,674 New
AC
199
Arjuna Capital
North Carolina
$340K +$340K +6,666 New
ICM
200
IMS Capital Management
Oregon
$335K +$40.9K +800 +14%
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