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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

353 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 34 closing their positions.

Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.7%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
71
Increased
115
Reduced
135
Closed
34
Calls
$2.48M
Puts
–
Net Calls
+$2.48M
Net Calls Change
+$593K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$126M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.8M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$32M
4
MWA
4
Mills Wealth Advisors
Texas
$29.9M
5
LPL Financial
5
LPL Financial
California
$60.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$273M
2
Jane Street
2
Jane Street
New York
$7.77M
3
TC
3
TownSquare Capital
Utah
$658K
4
DOA
4
D'Orazio & Associates
Virginia
$5.66M
5
SW
5
SVB Wealth
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$273M 5,398,001 -6,990,523 -56%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$126M 2,494,194 +1,085,305 +77%
FT
3
Fiduciary Trust
Massachusetts
$72.1M 1,426,426 +332,137 +30%
LPL Financial
4
LPL Financial
California
$60.2M 1,190,903 +522,357 +78%
HWM
5
HB Wealth Management
Georgia
$50.7M 1,004,111 -160,023 -14%
Cerity Partners
6
Cerity Partners
New York
$38.7M 765,360 +443,506 +138%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$37.5M 741,330 +190,270 +35%
GSIS
8
Global Strategic Investment Solutions
Arizona
$37.4M 740,197 +388,287 +110%
UBS Group
9
UBS Group
Switzerland
$35.5M 702,198 +51,921 +8%
KA
10
Klingman & Associates
New York
$34.9M 691,368 +106,695 +18%
SFA
11
Sequoia Financial Advisors
Ohio
$34.5M 682,844 +144,001 +27%
Wells Fargo
12
Wells Fargo
California
$34.1M 675,441 +481,394 +248%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$32.8M 649,787 +649,708 +822,415%
Corient Private Wealth
14
Corient Private Wealth
Florida
$32M 633,858 +633,858 New
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$31.5M 623,808 +221,589 +55%
RCA
16
Resonant Capital Advisors
Wisconsin
$31.4M 620,924 +203,734 +49%
MWA
17
Mills Wealth Advisors
Texas
$29.9M 590,935 +590,935 New
FFA
18
First Foundation Advisors
California
$28.4M 561,694 +60,914 +12%
WAM
19
Weatherly Asset Management
California
$28.2M 558,043 +68,285 +14%
BA
20
Bridgewater Advisors
New York
$25.9M 512,707 +121,108 +31%
AHC
21
Anderson Hoagland & Co
Missouri
$25.7M 507,299 +102,428 +25%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M 489,838 +489,838 New
Osaic Holdings
23
Osaic Holdings
Arizona
$24.2M 479,283 +129,304 +37%
TC
24
Trust Company
Kansas
$23.3M 462,057 +462,057 New
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$21.4M 423,264 -146,383 -26%
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