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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

302 hedge funds and large institutions have $2.68B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 131 reducing their positions, and 38 closing their positions.

Holders
302
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
5.11%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
40
Increased
104
Reduced
131
Closed
38
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$1.69M

Top Buyers

1
FT
1
Fiduciary Trust
Massachusetts
$40.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$48.3M
3
Cerity Partners
3
Cerity Partners
New York
$18.3M
4
MWC
4
MBM Wealth Consultants
Missouri
$17.7M
5
LPL Financial
5
LPL Financial
California
$32.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.29B
2
CP
2
Corbenic Partners
Pennsylvania
$0
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.7M
4
VWM
4
Venturi Wealth Management
Texas
$1.62M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$816K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.29B 25,412,553 -2,034,309 -7%
HWM
2
HB Wealth Management
Georgia
$66.1M 1,304,433 -135,844 -9%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$48.3M 953,104 +560,260 +143%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.7M 942,259 -888,950 -49%
FT
5
Fiduciary Trust
Massachusetts
$40.4M 798,310 +792,435 +13,488%
DY
6
Dowling & Yahnke
California
$35.4M 699,504 +269,154 +63%
LPL Financial
7
LPL Financial
California
$32.1M 634,035 +301,956 +91%
UBS Group
8
UBS Group
Switzerland
$31.7M 625,838 +141,258 +29%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$30.9M 610,139 +179,654 +42%
TC
10
TownSquare Capital
Utah
$27.6M 544,757 -140,406 -20%
SFA
11
Sequoia Financial Advisors
Ohio
$26.6M 525,978 +89,882 +21%
FFA
12
First Foundation Advisors
California
$25.1M 496,375 +117,772 +31%
KA
13
Klingman & Associates
New York
$24.8M 489,848 -43,030 -8%
WAM
14
Weatherly Asset Management
California
$24.6M 485,538 -37,554 -7%
CCM
15
Covington Capital Management
California
$22.7M 449,017 -6,229 -1%
OCM
16
One Capital Management
California
$20.5M 404,911 -70,880 -15%
BA
17
Bridgewater Advisors
New York
$20.3M 401,110 -65,787 -14%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$18.7M 369,840 +94,737 +34%
Cerity Partners
19
Cerity Partners
New York
$18.3M 361,170 +361,170 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$18M 354,675 +205,180 +137%
MWC
21
MBM Wealth Consultants
Missouri
$17.7M 349,453 +349,453 New
AA
22
Auxano Advisors
Washington
$17.4M 343,290 -39,407 -10%
SC
23
Slow Capital
California
$16.8M 332,109 -78,243 -19%
GSIS
24
Global Strategic Investment Solutions
Arizona
$16.8M 331,064 +82,920 +33%
HighTower Advisors
25
HighTower Advisors
Illinois
$16.3M 320,977 -32,086 -9%
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