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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

291 hedge funds and large institutions have $1.42B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+36
Holders Change %
+14.12%
% of All Funds
4.49%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.29%
New
54
Increased
107
Reduced
76
Closed
14
Calls
$1.79M
Puts
–
Net Calls
+$1.79M
Net Calls Change
+$1.76M

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$134M
2
CP
2
Corbenic Partners
Pennsylvania
$121M
3
BA
3
Bridgewater Advisors
New York
$26.2M
4
PP
4
Palladium Partners
Virginia
$56.2M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$9.05M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$36M
2
AA
2
Auxano Advisors
Washington
$6.24M
3
BTWM
3
Baker Tilly Wealth Management
Wisconsin
$0
4
Jane Street
4
Jane Street
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
201
FAS Wealth Partners
Kansas
$480K +$480K +9,402 New
AAS
202
Annex Advisory Services
Wisconsin
$475K -$371K -7,269 -44%
EH
203
Equitable Holdings
New York
$465K +$26K +509 +6%
LWP
204
Laurel Wealth Planning
Minnesota
$464K +$231K +4,515 +99%
Wealth Enhancement Advisory Services
205
Wealth Enhancement Advisory Services
Minnesota
$457K – – –
SWP
206
Summit Wealth Partners
Florida
$455K -$238K -4,666 -34%
BAAM
207
Baker Avenue Asset Management
California
$455K -$89.9K -1,760 -16%
RAM
208
Redmond Asset Management
Virginia
$444K +$102K +2,000 +30%
ICM
209
IMS Capital Management
Oregon
$437K +$102K +2,000 +31%
PLFAM
210
Pineno Levin & Ford Asset Management
Virginia
$436K +$130K +2,550 +43%
CG
211
CFO4Life Group
Texas
$429K -$1.03M -20,187 -71%
NA
212
NewEdge Advisors
Louisiana
$429K +$49.4K +968 +13%
MA
213
MONECO Advisors
Connecticut
$421K – – –
HSA
214
HBK Sorce Advisory
Pennsylvania
$421K +$421K +8,245 New
AWM
215
Axxcess Wealth Management
California
$415K +$415K +8,130 New
CAL
216
Capital Advisors Ltd
Ohio
$403K +$403K +7,900 New
EBWM
217
Eagle Bluffs Wealth Management
Missouri
$402K +$402K +7,877 New
GIM
218
Greenwich Investment Management
Connecticut
$392K +$392K +7,675 New
NEWAS
219
N.E.W. Advisory Services
Wisconsin
$388K – – –
Stifel Financial
220
Stifel Financial
Missouri
$386K -$297K -5,807 -43%
NL
221
NWAM LLC
Washington
$378K +$102 +2 +0%
SPA
222
Sentinel Pension Advisors
Massachusetts
$366K +$366K +7,176 New
PCM
223
Parsons Capital Management
Rhode Island
$363K +$57.4K +1,125 +19%
NC
224
NovaPoint Capital
Georgia
$361K – – –
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$361K -$322K – –
7 8
9
10 11