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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

323 hedge funds and large institutions have $2.13B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 115 increasing their positions, 125 reducing their positions, and 25 closing their positions.

Holders
323
Holders Change
+21
Holders Change %
+6.95%
% of All Funds
5.59%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
47
Increased
115
Reduced
125
Closed
25
Calls
$1.89M
Puts
–
Net Calls
+$1.89M
Net Calls Change
+$203K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$70.9M
3
DOA
3
D'Orazio & Associates
Virginia
$19.2M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$21M
5
FT
5
Fiduciary Trust
Massachusetts
$55M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$623M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
HWM
3
HB Wealth Management
Georgia
$58.6M
4
EWA
4
EP Wealth Advisors
California
$4.38M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
201
Orion Portfolio Solutions
Nebraska
$802K 15,940 +1,374 +9%
FCFC
202
First Citizens Financial Corp
Iowa
$782K 15,548 – –
LNC
203
Lincoln National Corp
Pennsylvania
$772K 15,348 +6,223 +68%
DT
204
Daniels + Tansey
Delaware
$757K 15,062 – –
SWP
205
Summit Wealth Partners
Florida
$748K 14,865 -1,203 -7%
SCG
206
Sonata Capital Group
Washington
$744K 14,785 -1,575 -10%
LWAC
207
Laurel Wealth Advisors (California)
California
$741K 14,732 +14,732 New
SBL
208
Sargent Bickham Lagudis
Colorado
$734K 14,585 – –
Lido Advisors
209
Lido Advisors
California
$726K 14,451 – –
NA
210
Nottingham Advisors
New York
$725K 14,405 -450 -3%
CAL
211
Capital Advisors Ltd
Ohio
$697K 13,850 +5,950 +75%
MIAN
212
Mariner Independent Advisor Network
Kansas
$693K 13,780 +13,780 New
WCM
213
WealthBridge Capital Management
Ohio
$670K 13,235 – –
B
214
Bailard
California
$624K 12,410 -81,785 -87%
HL
215
HeadInvest LLC
Maine
$617K 12,270 +500 +4%
CCP
216
Clarkston Capital Partners
Michigan
$615K 12,231 -14,959 -55%
CW
217
CreativeOne Wealth
Kansas
$613K 12,195 +4 +0%
BWG
218
Beta Wealth Group
California
$602K 11,963 +2 +0%
KAS
219
Kestra Advisory Services
Texas
$598K 11,880 +11,880 New
GC
220
Gratus Capital
Georgia
$595K 11,825 -29,599 -71%
AHC
221
Adell Harriman & Carpenter
Texas
$591K 11,750 +11,750 New
CFG
222
Citizens Financial Group
Rhode Island
$591K 11,750 +11,750 New
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$590K 11,738 +5,365 +84%
MA
224
Modus Advisors
Minnesota
$578K 11,497 -522 -4%
CWM
225
Connecticut Wealth Management
Connecticut
$566K 11,258 +11,258 New
7 8
9
10 11