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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

304 hedge funds and large institutions have $2.79B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.81%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
41
Increased
112
Reduced
116
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.39B
2
SFA
Sequoia Financial Advisors
Ohio
$22.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
4
TWM
TMD Wealth Management
Arizona
$14.7M
5
William Blair & Company
William Blair & Company
Illinois
$14.7M

Top Sellers

1
CP
Corbenic Partners
Pennsylvania
$51M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$92.7M
3
PP
Palladium Partners
Virginia
$22.7M
4
B
Bailard
California
$7.84M
5
HWM
HB Wealth Management
Georgia
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
176
Shorepoint Capital Partners
Massachusetts
$953K -$7.12M -140,588 -88%
SA
177
SAM Advisors
California
$943K +$171K +3,396 +22%
MAM
178
Meeder Asset Management
Ohio
$940K -$88.6K -1,750 -9%
SCG
179
Sonata Capital Group
Washington
$935K -$12K -237 -1%
GA
180
GoalVest Advisory
New York
$934K +$934K +18,443 New
PSIWM
181
Paradigm Strategies in Wealth Management
Minnesota
$873K -$304K -6,006 -26%
RCA
182
Resonant Capital Advisors
Wisconsin
$868K -$5.06K -100 -0.6%
HFM
183
Hartford Financial Management
Connecticut
$836K +$142K +2,796 +20%
RW
184
REDW Wealth
New Mexico
$830K +$251K +4,960 +43%
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$804K +$804K +15,877 New
BWG
186
Beta Wealth Group
California
$803K -$1.46M -28,782 -64%
NA
187
Nottingham Advisors
New York
$803K -$724K -14,300 -47%
VWA
188
V Wealth Advisors
Kansas
$801K +$24.7K +488 +3%
AWM
189
Axxcess Wealth Management
California
$788K +$376K +7,432 +91%
Wells Fargo
190
Wells Fargo
California
$780K +$46.2K +912 +6%
VCM
191
Virtue Capital Management
Tennessee
$769K – – –
SW
192
StrongBox Wealth
Missouri
$766K -$507K -10,000 -40%
DT
193
Daniels + Tansey
Delaware
$762K -$797K -15,754 -51%
CAN
194
Cetera Advisor Networks
California
$757K -$121K -2,396 -14%
AWA
195
Amplius Wealth Advisors
Pennsylvania
$743K -$1.25M -24,770 -63%
Lido Advisors
196
Lido Advisors
California
$731K -$84K -1,661 -10%
MA
197
Modus Advisors
Minnesota
$729K -$125K -2,459 -15%
PCWA
198
Pacific Capital Wealth Advisors
California
$718K +$13.9K +275 +2%
SBL
199
Sargent Bickham Lagudis
Colorado
$715K – – –
RWA
200
Ropes Wealth Advisors
Massachusetts
$698K +$698K +13,778 New
6 7
8
9 10