JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.86%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$37M
2
Renaissance Technologies
Renaissance Technologies
New York
$14.7M
3
SW
SVB Wealth
Massachusetts
$11.6M
4
GVAG
Great Valley Advisor Group
Delaware
$12.5M
5
SWM
SigFig Wealth Management
California
$9.15M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$214M
2
HWM
HB Wealth Management
Georgia
$12M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$102M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$1.26M +$50.8K +1,000 +4%
PSIWM
177
Paradigm Strategies in Wealth Management
Minnesota
$1.25M +$180K +3,548 +17%
AOWM
178
Alpha Omega Wealth Management
Virginia
$1.24M +$813 +16 +0.1%
IIC
179
Ironwood Investment Counsel
Arizona
$1.24M -$1.61M -31,624 -56%
CWM
180
Centurion Wealth Management
Virginia
$1.21M +$3.51K +69 +0.3%
NW
181
NewEdge Wealth
Pennsylvania
$1.2M +$1.2M +23,695 New
AO
182
Advisor OS
Illinois
$1.18M +$457K +8,994 +63%
GCA
183
Gradient Capital Advisors
California
$1.17M -$647K -12,735 -36%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$1.16M -$329K -6,487 -22%
GCM
185
G2 Capital Management
Ohio
$1.15M -$1.15M -22,664 -50%
GWSG
186
GPS Wealth Strategies Group
Colorado
$1.15M +$1.15M +22,612 New
DSA
187
Droms Strauss Advisors
Missouri
$1.13M -$562K -11,070 -33%
LWP
188
Laurel Wealth Planning
Minnesota
$1.13M +$15.8K +311 +1%
EWA
189
EP Wealth Advisors
California
$1.12M -$2.64M -43,760 -70%
CFD
190
Creative Financial Designs
Indiana
$1.12M +$53.4K +1,051 +5%
LA
191
LexAurum Advisors
Kansas
$1.08M -$38K -749 -3%
SWM
192
Silverlake Wealth Management
Vermont
$1.07M -$229K -4,500 -18%
Citadel Advisors
193
Citadel Advisors
Florida
$1.05M +$1.05M +20,709 New
IPW
194
Intergy Private Wealth
Colorado
$1.03M +$339K +6,669 +49%
YWS
195
Yarger Wealth Strategies
Ohio
$1.02M +$6.15K +121 +0.6%
PCM
196
Pennsylvania Capital Management
Pennsylvania
$982K -$258K -5,078 -21%
CAN
197
Cetera Advisor Networks
California
$981K -$421K -8,281 -30%
AWS
198
Atria Wealth Solutions
New York
$962K +$305K +6,006 +46%
RWP
199
Revolve Wealth Partners
New Jersey
$962K -$127K -2,504 -12%
FWP
200
FAS Wealth Partners
Kansas
$960K -$940K -18,511 -49%
6 7
8
9 10