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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

355 hedge funds and large institutions have $1.97B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-11
Holders Change %
-3.01%
% of All Funds
5.6%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
33
Increased
110
Reduced
167
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$209M
2
BCI
Brinker Capital Investments
Pennsylvania
$14.3M
3
OPS
Orion Portfolio Solutions
Nebraska
$14.3M
4
WWA
WCG Wealth Advisors
Nevada
$11M
5
AC
AlphaCore Capital
California
$9.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$186M
2
AHC
Anderson Hoagland & Co
Missouri
$730K
3
Jane Street
Jane Street
New York
$14.4M
4
FTUS
Flow Traders U.S.
New York
$0
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
176
Ironwood Investment Counsel
Arizona
$1.34M +$107K +2,122 +9%
SWM
177
Spire Wealth Management
Virginia
$1.33M +$53.7K +1,060 +4%
PAG
178
Paladin Advisory Group
Iowa
$1.29M -$548K -10,812 -30%
TAM
179
Titleist Asset Management
Texas
$1.28M +$20.3K +400 +2%
Lido Advisors
180
Lido Advisors
California
$1.27M +$397K +7,833 +45%
CWM
181
Centurion Wealth Management
Virginia
$1.26M +$53.7K +1,060 +4%
JFA
182
JNBA Financial Advisors
Minnesota
$1.24M -$1,000K -19,737 -45%
AOWM
183
Alpha Omega Wealth Management
Virginia
$1.24M +$962 +19 +0.1%
SW
184
StrongBox Wealth
Missouri
$1.23M -$101K -2,000 -8%
LL
185
LPWM LLC
Minnesota
$1.22M +$757K +14,980 +165%
CFD
186
Creative Financial Designs
Indiana
$1.21M +$96.8K +1,912 +9%
RPC
187
Rossmore Private Capital
Connecticut
$1.12M -$476K -9,392 -30%
CTC
188
Central Trust Company
Missouri
$1.11M -$681K -13,455 -38%
GCA
189
Gradient Capital Advisors
California
$1.1M -$70.7K -1,395 -6%
SEA
190
Stegent Equity Advisors
Texas
$1.1M -$1.2M -23,775 -52%
IPW
191
Intergy Private Wealth
Colorado
$1.08M +$57.5K +1,135 +6%
William Blair & Company
192
William Blair & Company
Illinois
$1.08M -$177K -3,500 -14%
AC
193
Abbrea Capital
California
$1.07M -$1.81M -35,675 -63%
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$1.05M +$101K +1,994 +11%
FWP
195
FAS Wealth Partners
Kansas
$1.04M +$81.3K +1,606 +9%
EWS
196
Evergreen Wealth Solutions
Pennsylvania
$1.01M -$268K -5,297 -21%
GWSG
197
GPS Wealth Strategies Group
Colorado
$1M -$145K -2,868 -13%
LWP
198
Laurel Wealth Planning
Minnesota
$995K -$132K -2,604 -12%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$974K -$186K -3,665 -16%
EFL
200
ERn Financial LLC
Wisconsin
$963K +$145K +2,857 +18%
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