JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

291 hedge funds and large institutions have $1.42B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 14 closing their positions.

Holders
291
Holders Change
+36
Holders Change %
+14.12%
% of All Funds
4.49%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.29%
New
54
Increased
107
Reduced
76
Closed
14
Calls
$1.79M
Puts
–
Net Calls
+$1.79M
Net Calls Change
+$1.76M

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$84.5M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$134M
3
CP
3
Corbenic Partners
Pennsylvania
$121M
4
BA
4
Bridgewater Advisors
New York
$26.2M
5
PP
5
Palladium Partners
Virginia
$56.2M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$36M
2
AA
2
Auxano Advisors
Washington
$6.24M
3
BTWM
3
Baker Tilly Wealth Management
Wisconsin
$0
4
Jane Street
4
Jane Street
New York
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$1.25M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$134M 2,626,130 +1,470,649 +127%
CP
2
Corbenic Partners
Pennsylvania
$121M 2,365,554 +1,029,923 +77%
HWM
3
HB Wealth Management
Georgia
$84.5M 1,655,135 +1,655,135 New
PP
4
Palladium Partners
Virginia
$56.2M 1,100,096 +268,781 +32%
TC
5
TownSquare Capital
Utah
$36M 705,502 -1,201,551 -63%
VWM
6
Venturi Wealth Management
Texas
$35.1M 687,833 -37,602 -5%
CCM
7
Covington Capital Management
California
$29.9M 585,921 +95,485 +19%
Bank of America
8
Bank of America
North Carolina
$28.5M 558,441 +13,919 +3%
KA
9
Klingman & Associates
New York
$27.7M 542,622 +57,535 +12%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$27.6M 540,415 -15,456 -3%
BA
11
Bridgewater Advisors
New York
$26.2M 513,678 +374,591 +269%
WAM
12
Weatherly Asset Management
California
$24.3M 476,392 +81,604 +21%
OCM
13
One Capital Management
California
$23.3M 456,982 +7,407 +2%
UBS Group
14
UBS Group
Switzerland
$22.3M 436,570 +105,478 +32%
B
15
Bailard
California
$22.1M 432,202 +445 +0.1%
TW
16
Transform Wealth
Colorado
$19.6M 384,654 +16,074 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$19.5M 381,090 +19,423 +5%
EWA
18
EP Wealth Advisors
California
$18.6M 363,742 -2,087 -0.6%
FFA
19
First Foundation Advisors
California
$16M 312,711 -2,160 -0.7%
SC
20
Slow Capital
California
$14.4M 282,289 +24,711 +10%
AP
21
Americana Partners
Texas
$14.2M 277,738 -35,221 -11%
LPL Financial
22
LPL Financial
California
$13.6M 266,387 -5,013 -2%
AP
23
Appleton Partners
Massachusetts
$12.8M 251,274 +16,761 +7%
TCM
24
TD Capital Management
Tennessee
$12.6M 247,471 +76,869 +45%
DY
25
Dowling & Yahnke
California
$12.4M 243,708 +142,238 +140%
1
2 3 4 5