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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

67 hedge funds and large institutions have $117M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
67
Holders Change
+9
Holders Change %
+15.52%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
21
Increased
28
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.4M
2
LDFR
2
Lehman & Derafelo Financial Resources
Pennsylvania
$9.18M
3
NEIRG
3
New England Investment & Retirement Group
Massachusetts
$7.48M
4
Jane Street
4
Jane Street
New York
$7.9M
5
LPL Financial
5
LPL Financial
California
$11.4M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$424K
2
CM
2
Capital Management
Virginia
$2.48M
3
FTUS
3
Flow Traders U.S.
New York
$1.1M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$0
5
SFG
5
Sage Financial Group
Pennsylvania
$3.33M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$11.4M 226,931 +118,162 +109%
Bank of America
2
Bank of America
North Carolina
$10.4M 205,356 +199,901 +3,665%
LDFR
3
Lehman & Derafelo Financial Resources
Pennsylvania
$9.18M 182,000 +182,000 New
Jane Street
4
Jane Street
New York
$7.9M 156,666 +135,493 +640%
NEIRG
5
New England Investment & Retirement Group
Massachusetts
$7.48M 148,260 +148,260 New
3AM
6
3D Asset Management
Connecticut
$7.26M 144,009 +5,746 +4%
PCWA
7
Pacific Capital Wealth Advisors
California
$4.29M 84,987 +84,987 New
TCM
8
TD Capital Management
Tennessee
$4.14M 82,016 +41,598 +103%
SFG
9
Sage Financial Group
Pennsylvania
$3.33M 66,001 -17,930 -21%
REMPR
10
Roof Eidam Maycock Peralta (REMP)
California
$2.51M 49,695 +2,000 +4%
CM
11
Capital Management
Virginia
$2.48M 49,255 -32,915 -40%
FCA
12
FinTrust Capital Advisors
South Carolina
$2.27M 45,000 +45,000 New
GC
13
Gratus Capital
Georgia
$2.19M 43,420 +6,760 +18%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.02M 40,118 -7,169 -15%
RW
15
RVW Wealth
California
$2M 39,700 +71 +0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.74M 34,498 +34,498 New
PP
17
Palladium Partners
Virginia
$1.71M 33,920 -210 -0.6%
UBS Group
18
UBS Group
Switzerland
$1.71M 33,900 +33,900 New
AF
19
Advisornet Financial
Minnesota
$1.6M 31,647 -16,358 -34%
UCFA
20
United Capital Financial Advisors
Texas
$1.5M 29,826 +2,266 +8%
BEAM
21
Baker Ellis Asset Management
Washington
$1.33M 26,300 +11,700 +80%
SW
22
SkyOak Wealth
Michigan
$1.32M 26,175 +13,125 +101%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.25M 24,822 +21 +0.1%
AAS
24
Annex Advisory Services
Wisconsin
$1.23M 24,379 +24,379 New
SWP
25
Summit Wealth Partners
Florida
$1.21M 24,035 +4,794 +25%
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