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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

358 hedge funds and large institutions have $1.94B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.71%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
34
Increased
105
Reduced
178
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Slow Capital
California
$28.3M
2
LPL Financial
LPL Financial
California
$78.8M
3
BIG
Boothe Investment Group
Delaware
$14.2M
4
Jane Street
Jane Street
New York
$24.5M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.4M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$80.7M
2
MWA
Mills Wealth Advisors
Texas
$21.8M
3
Bank of America
Bank of America
North Carolina
$175M
4
TC
Trust Company
Kansas
$13.9M
5
DT
Daniels + Tansey
Delaware
$466K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$1.16M +$192K +3,808 +20%
BPA
177
Beacon Pointe Advisors
California
$1.15M +$1.15M +22,834 New
CWM
178
Centurion Wealth Management
Virginia
$1.15M -$110K -2,174 -9%
GWSG
179
GPS Wealth Strategies Group
Colorado
$1.14M +$145K +2,870 +15%
EFS
180
Essex Financial Services
Connecticut
$1.14M -$246K -4,884 -18%
SW
181
StrongBox Wealth
Missouri
$1.13M -$101K -2,000 -8%
CG
182
Cynosure Group
Utah
$1.1M +$1.1M +21,780 New
JFA
183
JNBA Financial Advisors
Minnesota
$1.1M -$135K -2,673 -11%
IPW
184
Intergy Private Wealth
Colorado
$1.09M +$17.3K +343 +2%
SEA
185
Stegent Equity Advisors
Texas
$1.07M -$23.9K -474 -2%
TAM
186
Titleist Asset Management
Texas
$1.05M -$223K -4,419 -17%
LWP
187
Laurel Wealth Planning
Minnesota
$1.05M +$58.2K +1,154 +6%
JBA
188
Johnson Bixby & Associates
Washington
$1.04M -$350K -6,946 -25%
BFO
189
Boston Family Office
Massachusetts
$1.03M -$353K -6,990 -25%
GCA
190
Gradient Capital Advisors
California
$1.03M -$65.5K -1,298 -6%
EWS
191
Evergreen Wealth Solutions
Pennsylvania
$1.02M +$9.84K +195 +1%
AC
192
Abbrea Capital
California
$1.02M -$50.4K -1,000 -5%
PTC
193
Private Trust Company
Ohio
$959K +$215K +4,270 +29%
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$955K +$391K +7,749 +69%
IWC
195
Integrated Wealth Concepts
Massachusetts
$950K -$551K -10,921 -37%
AOWM
196
Alpha Omega Wealth Management
Virginia
$950K -$282K -5,599 -23%
APW
197
Acima Private Wealth
Virginia
$949K – – –
FMP
198
Financial Management Professionals
Texas
$947K +$54.2K +1,075 +6%
RWA
199
Roberts Wealth Advisors
California
$935K -$513K -10,188 -35%
FWP
200
FAS Wealth Partners
Kansas
$934K -$100K -1,989 -10%
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8
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