JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

291 hedge funds and large institutions have $1.42B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+36
Holders Change %
+14.12%
% of All Funds
4.49%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.29%
New
54
Increased
107
Reduced
76
Closed
14
Calls
$1.79M
Puts
–
Net Calls
+$1.79M
Net Calls Change
+$1.76M

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$134M
2
CP
2
Corbenic Partners
Pennsylvania
$121M
3
BA
3
Bridgewater Advisors
New York
$26.2M
4
PP
4
Palladium Partners
Virginia
$56.2M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$9.05M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$36M
2
AA
2
Auxano Advisors
Washington
$6.24M
3
BTWM
3
Baker Tilly Wealth Management
Wisconsin
$0
4
Jane Street
4
Jane Street
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
Congress Wealth Management
Massachusetts
$763K +$763K +14,935 New
LA
177
LexAurum Advisors
Kansas
$751K -$70.8K -1,387 -9%
Wells Fargo
178
Wells Fargo
California
$739K +$316K +6,197 +75%
Truist Financial
179
Truist Financial
North Carolina
$721K -$1.23M -24,053 -63%
SBL
180
Sargent Bickham Lagudis
Colorado
$720K – – –
GC
181
Gratus Capital
Georgia
$714K -$51.1K -1,000 -7%
JFA
182
JNBA Financial Advisors
Minnesota
$713K +$146K +2,858 +26%
PCWA
183
Pacific Capital Wealth Advisors
California
$710K – – –
HFM
184
Hartford Financial Management
Connecticut
$700K +$11.7K +229 +2%
MPW
185
Monterey Private Wealth
California
$698K -$355K -6,947 -34%
PFP
186
Paragon Financial Partners
California
$676K +$676K +13,235 New
TWM
187
Thrive Wealth Management
Pennsylvania
$669K +$669K +13,106 New
Creative Planning
188
Creative Planning
Kansas
$665K +$665K +13,021 New
PWM
189
Perigon Wealth Management
California
$648K +$5.16K +101 +0.8%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$648K +$75K +1,469 +13%
WB
191
Webster Bank
Connecticut
$626K – – –
KAS
192
Kestra Advisory Services
Texas
$621K -$120K -2,346 -16%
AHC
193
Adell Harriman & Carpenter
Texas
$600K +$600K +11,750 New
DSAM
194
Dock Street Asset Management
Florida
$590K -$188K -3,674 -24%
WCM
195
Windsor Capital Management
Arizona
$587K -$139K -2,733 -19%
WIC
196
Woodmont Investment Counsel
Tennessee
$587K +$43.7K +857 +8%
RW
197
REDW Wealth
New Mexico
$584K – – –
SPI
198
Sutton Place Investors
New York
$562K +$562K +11,000 New
RPWA
199
Regent Peak Wealth Advisors
Georgia
$499K – – –
RJFSA
200
Raymond James Financial Services Advisors
Florida
$483K -$250K -4,896 -34%
6 7
8
9 10