JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

353 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 34 closing their positions.

Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.7%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
71
Increased
115
Reduced
135
Closed
34
Calls
$2.48M
Puts
–
Net Calls
+$2.48M
Net Calls Change
+$593K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$126M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.8M
3
LPL Financial
3
LPL Financial
California
$60.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$273M
2
Jane Street
2
Jane Street
New York
$7.77M
3
TC
3
TownSquare Capital
Utah
$658K
4
DOA
4
D'Orazio & Associates
Virginia
$5.66M
5
SW
5
SVB Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
201
Monterey Private Wealth
California
$1.01M -$382K -7,554 -27%
APW
202
Acima Private Wealth
Virginia
$997K -$9.65K -191 -1%
MSFS
203
Main Street Financial Solutions
Pennsylvania
$954K -$619K -12,256 -39%
SPC
204
Sigma Planning Corp
Michigan
$940K +$614K +12,153 +188%
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$935K -$24.4K -483 -3%
VIM
206
Vista Investment Management
Pennsylvania
$930K -$60.6K -1,200 -6%
PCIA
207
Prime Capital Investment Advisors
Kansas
$886K -$527K -10,425 -37%
WWC
208
Waypoint Wealth Counsel
Georgia
$867K +$867K +17,152 New
PA
209
Perennial Advisors
New York
$862K +$862K +17,048 New
WAP
210
Wealthcare Advisory Partners
Pennsylvania
$832K +$832K +16,469 New
AWM
211
Avaii Wealth Management
Wisconsin
$823K +$823K +16,278 New
SFB
212
STAR Financial Bank
Indiana
$800K +$800K +15,825 New
SOS
213
Silver Oak Securities
Tennessee
$787K +$787K +15,583 New
OIA
214
OneDigital Investment Advisors
Kansas
$772K -$271K -5,358 -26%
AC
215
Apella Capital
Connecticut
$765K +$765K +15,140 New
SFG
216
Sage Financial Group
Pennsylvania
$764K -$191K -3,781 -20%
IA
217
IAM Advisory
Pennsylvania
$763K +$763K +15,097 New
MFP
218
Meridian Financial Partners
Virginia
$761K +$761K +15,020 New
EA
219
Ergawealth Advisors
Illinois
$754K +$754K +14,914 New
LWAC
220
Laurel Wealth Advisors (California)
California
$741K -$3.23K -64 -0.4%
MP
221
McDonald Partners
Ohio
$738K +$202K +4,000 +38%
Lido Advisors
222
Lido Advisors
California
$730K – – –
KW
223
KWB Wealth
California
$730K +$730K +14,439 New
AO
224
Advisor OS
Illinois
$724K +$513K +10,150 +243%
SCG
225
Sonata Capital Group
Washington
$722K -$24.7K -490 -3%
7 8
9
10 11