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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

168 hedge funds and large institutions have $662M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
168
Holders Change
+41
Holders Change %
+32.28%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
58
Increased
80
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Homrich & Berg
Georgia
$68.5M
2
TC
2
TownSquare Capital
Utah
$50.9M
3
OCM
3
One Capital Management
California
$16.2M
4
TWM
4
TMD Wealth Management
Arizona
$13.3M
5
BTWM
5
Baker Tilly Wealth Management
Wisconsin
$12.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.3M
2
RCM
2
Requisite Capital Management
Texas
$6.52M
3
COF
3
Capital One Financial
Virginia
$0
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$1.38M
5
LNC
5
Lincoln National Corp
Pennsylvania
$671K
Name Market Value Shares Shares
Change 		Shares
Change %
HB
1
Homrich & Berg
Georgia
$68.5M 1,341,673 +1,341,673 New
TC
2
TownSquare Capital
Utah
$50.9M 996,693 +982,889 +7,120%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38M 744,864 +47,311 +7%
PP
4
Palladium Partners
Virginia
$36.2M 709,170 +193,230 +37%
Bank of America
5
Bank of America
North Carolina
$22.4M 438,274 +5,407 +1%
Franklin Resources
6
Franklin Resources
California
$17.4M 341,817 +42,410 +14%
OCM
7
One Capital Management
California
$16.2M 317,123 +317,123 New
LPL Financial
8
LPL Financial
California
$14.2M 278,591 +15,304 +6%
TWM
9
TMD Wealth Management
Arizona
$13.3M 261,533 +261,533 New
UBS Group
10
UBS Group
Switzerland
$13.3M 260,995 -91,135 -26%
KA
11
Klingman & Associates
New York
$12.7M 248,965 +149,940 +151%
BTWM
12
Baker Tilly Wealth Management
Wisconsin
$12.1M 236,518 +236,518 New
CFA
13
Capstone Financial Advisors
Illinois
$11.9M 233,312 +29,738 +15%
RJA
14
Raymond James & Associates
Florida
$11.4M 223,717 +55,681 +33%
LDFR
15
Lehman & Derafelo Financial Resources
Pennsylvania
$11.4M 223,700 +39,800 +22%
WAM
16
Weatherly Asset Management
California
$11.3M 220,895 +82,873 +60%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$11M 215,955 -5,018 -2%
CCM
18
Covington Capital Management
California
$10.1M 196,969 +68,124 +53%
FTUS
19
Flow Traders U.S.
New York
$9.68M 189,737 +128,984 +212%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$8.13M 159,200 -337 -0.2%
TCM
21
TD Capital Management
Tennessee
$7.16M 140,324 +34,657 +33%
SWM
22
Segment Wealth Management
Texas
$6.97M 136,540 +93,450 +217%
KCM
23
Kathmere Capital Management
Pennsylvania
$6.94M 135,882 +135,882 New
Osaic Holdings
24
Osaic Holdings
Arizona
$6.66M 130,537 +28,416 +28%
HighTower Advisors
25
HighTower Advisors
Illinois
$6.52M 127,619 +28,612 +29%
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