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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

304 hedge funds and large institutions have $2.79B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.81%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
41
Increased
112
Reduced
116
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.39B
2
SFA
Sequoia Financial Advisors
Ohio
$22.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
4
TWM
TMD Wealth Management
Arizona
$14.7M
5
William Blair & Company
William Blair & Company
Illinois
$14.7M

Top Sellers

1
CP
Corbenic Partners
Pennsylvania
$51M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$92.7M
3
PP
Palladium Partners
Virginia
$22.7M
4
B
Bailard
California
$7.84M
5
HWM
HB Wealth Management
Georgia
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AUB
201
Atlantic Union Bankshares
Virginia
$697K -$191K -3,777 -22%
HL
202
HeadInvest LLC
Maine
$687K +$447K +8,820 +186%
PFP
203
Paragon Financial Partners
California
$670K – – –
SFG
204
Sage Financial Group
Pennsylvania
$667K -$4.11M -81,151 -86%
Creative Planning
205
Creative Planning
Kansas
$659K – – –
GC
206
Gratus Capital
Georgia
$654K -$53.4K -1,056 -8%
PWM
207
Perigon Wealth Management
California
$643K – – –
FWP
208
FAS Wealth Partners
Kansas
$624K +$148K +2,914 +31%
KAS
209
Kestra Advisory Services
Texas
$616K +$152 +3 +0%
AHC
210
Adell Harriman & Carpenter
Texas
$595K – – –
NEPWA
211
New England Private Wealth Advisors
Massachusetts
$595K -$4.11M -81,068 -87%
DSAM
212
Dock Street Asset Management
Florida
$575K -$10.1K -200 -2%
TWM
213
Thrive Wealth Management
Pennsylvania
$570K -$93.6K -1,849 -14%
EH
214
Equitable Holdings
New York
$563K +$101K +2,000 +22%
TFM
215
TFC Financial Management
Massachusetts
$558K -$1.04M -20,523 -65%
WB
216
Webster Bank
Connecticut
$556K -$65.5K -1,293 -11%
SPI
217
Sutton Place Investors
New York
$555K – – –
DI
218
DFPG Investments
Utah
$535K -$429K -8,500 -45%
WCM
219
Windsor Capital Management
Arizona
$528K -$53.5K -1,058 -9%
Morgan Stanley
220
Morgan Stanley
New York
$528K +$203K +4,007 +62%
AO
221
Advisor OS
Illinois
$527K +$527K +10,407 New
USCWA
222
U.S. Capital Wealth Advisors
Texas
$517K +$248K +4,896 +92%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$495K -$147K -2,902 -23%
RPWA
224
Regent Peak Wealth Advisors
Georgia
$495K – – –
VIM
225
Vista Investment Management
Pennsylvania
$483K +$143K +2,825 +42%
7 8
9
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