JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

323 hedge funds and large institutions have $2.13B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 115 increasing their positions, 125 reducing their positions, and 25 closing their positions.

Holders
323
Holders Change
+21
Holders Change %
+6.95%
% of All Funds
5.59%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.45%
New
47
Increased
115
Reduced
125
Closed
25
Calls
$1.89M
Puts
–
Net Calls
+$1.89M
Net Calls Change
+$203K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$70.9M
3
DOA
3
D'Orazio & Associates
Virginia
$19.2M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$21M
5
FT
5
Fiduciary Trust
Massachusetts
$55M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$623M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
HWM
3
HB Wealth Management
Georgia
$58.6M
4
EWA
4
EP Wealth Advisors
California
$4.38M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$623M 12,388,524 -13,024,029 -51%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$70.9M 1,408,889 +455,785 +48%
HWM
3
HB Wealth Management
Georgia
$58.6M 1,164,134 -140,299 -11%
FT
4
Fiduciary Trust
Massachusetts
$55M 1,094,289 +295,979 +37%
Jane Street
5
Jane Street
New York
$45.9M 913,163 +913,163 New
TC
6
TownSquare Capital
Utah
$38.5M 766,247 +221,490 +41%
DY
7
Dowling & Yahnke
California
$35.6M 707,864 +8,360 +1%
LPL Financial
8
LPL Financial
California
$33.6M 668,546 +34,511 +5%
UBS Group
9
UBS Group
Switzerland
$32.7M 650,277 +24,439 +4%
KA
10
Klingman & Associates
New York
$29.4M 584,673 +94,825 +19%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$28.7M 569,647 -40,492 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$27.7M 551,060 +181,220 +49%
SFA
13
Sequoia Financial Advisors
Ohio
$27.1M 538,843 +12,865 +2%
FFA
14
First Foundation Advisors
California
$25.2M 500,780 +4,405 +0.9%
WAM
15
Weatherly Asset Management
California
$24.6M 489,758 +4,220 +0.9%
RCA
16
Resonant Capital Advisors
Wisconsin
$21M 417,190 +322,984 +343%
CCM
17
Covington Capital Management
California
$20.8M 414,221 -34,796 -8%
AHC
18
Anderson Hoagland & Co
Missouri
$20.4M 404,871 +222,406 +122%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$20.2M 402,219 +174,567 +77%
BA
20
Bridgewater Advisors
New York
$19.7M 391,599 -9,511 -2%
OCM
21
One Capital Management
California
$19.5M 387,443 -17,468 -4%
DOA
22
D'Orazio & Associates
Virginia
$19.2M 382,425 +360,200 +1,621%
MWC
23
MBM Wealth Consultants
Missouri
$18.3M 364,719 +15,266 +4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$17.8M 354,514 -161 -0%
GSIS
25
Global Strategic Investment Solutions
Arizona
$17.7M 351,910 +20,846 +6%
1
2 3 4 5