JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

353 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.7%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
71
Increased
115
Reduced
135
Closed
34
Calls
$2.48M
Puts
–
Net Calls
+$2.48M
Net Calls Change
+$593K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$126M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.8M
3
LPL Financial
3
LPL Financial
California
$60.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$273M
2
Jane Street
2
Jane Street
New York
$7.77M
3
TC
3
TownSquare Capital
Utah
$658K
4
DOA
4
D'Orazio & Associates
Virginia
$5.66M
5
SW
5
SVB Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
176
Pennsylvania Capital Management
Pennsylvania
$1.24M -$1.47M -29,055 -54%
AOWM
177
Alpha Omega Wealth Management
Virginia
$1.23M -$1.05M -20,848 -46%
CWM
178
Centurion Wealth Management
Virginia
$1.2M +$1.2M +23,803 New
William Blair & Company
179
William Blair & Company
Illinois
$1.2M -$5.66M -112,037 -82%
CA
180
Cetera Advisors
Colorado
$1.15M +$841K +16,635 +274%
USGIU
181
U.S. Global Investors (USGI)
Texas
$1.14M -$632K -12,500 -36%
KCM
182
KM Capital Management
Texas
$1.12M +$1.12M +22,178 New
LA
183
LexAurum Advisors
Kansas
$1.11M -$47K -930 -4%
LWP
184
Laurel Wealth Planning
Minnesota
$1.11M +$132K +2,617 +14%
MWM
185
Mission Wealth Management
California
$1.1M -$1.11M -21,952 -50%
RWP
186
Revolve Wealth Partners
New Jersey
$1.08M -$235K -4,654 -18%
PSIWM
187
Paradigm Strategies in Wealth Management
Minnesota
$1.07M +$236K +4,672 +28%
SAF
188
Smith Anglin Financial
Texas
$1.06M +$16.2K +320 +2%
CFD
189
Creative Financial Designs
Indiana
$1.06M +$1.06M +21,005 New
PAG
190
Private Advisor Group
New Jersey
$1.04M +$143K +5,079 +16%
Morgan Stanley
191
Morgan Stanley
New York
$1.04M -$72.9K -1,443 -7%
IA
192
IFG Advisory
Georgia
$1.03M -$18.9K -375 -2%
FF
193
Financial Futures
New Jersey
$1.03M -$544K -10,772 -35%
CWA
194
Core Wealth Advisors
Florida
$1.03M +$163K +3,221 +19%
MGIA
195
Moneta Group Investment Advisors
Missouri
$1.02M +$1.02M +20,129 New
FCFC
196
First Citizens Financial Corp
Iowa
$1.02M +$234K +4,630 +30%
BWA
197
Boulder Wealth Advisors
Colorado
$1.02M +$1.02M +20,119 New
EWS
198
Evergreen Wealth Solutions
Pennsylvania
$1.02M -$736K -14,549 -42%
HVP
199
Hudson Value Partners
Florida
$1.01M – – –
YWS
200
Yarger Wealth Strategies
Ohio
$1.01M -$606K -11,986 -37%
6 7
8
9 10