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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.86%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$37M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14.7M
3
SW
3
SVB Wealth
Massachusetts
$11.6M
4
GVAG
4
Great Valley Advisor Group
Delaware
$12.5M
5
SWM
5
SigFig Wealth Management
California
$9.15M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$214M
2
HWM
2
HB Wealth Management
Georgia
$12M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$102M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$8.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$214M 4,216,026 -1,181,975 -22%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$102M 2,000,114 -494,080 -20%
FT
3
Fiduciary Trust
Massachusetts
$64.1M 1,261,415 -165,011 -12%
LPL Financial
4
LPL Financial
California
$62.7M 1,235,192 +44,289 +4%
Wells Fargo
5
Wells Fargo
California
$40.3M 793,945 +118,504 +18%
GSIS
6
Global Strategic Investment Solutions
Arizona
$39.5M 777,804 +37,607 +5%
Jane Street
7
Jane Street
New York
$37M 727,926 +574,170 +373%
UBS Group
8
UBS Group
Switzerland
$36.8M 724,126 +21,928 +3%
Cerity Partners
9
Cerity Partners
New York
$34.1M 671,735 -93,625 -12%
MWA
10
Mills Wealth Advisors
Texas
$34.1M 670,676 +79,741 +13%
SFA
11
Sequoia Financial Advisors
Ohio
$32.2M 634,776 -48,068 -7%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$31.9M 628,707 -21,080 -3%
RCA
13
Resonant Capital Advisors
Wisconsin
$29.9M 588,193 -32,731 -5%
WAM
14
Weatherly Asset Management
California
$29.2M 575,898 +17,855 +3%
Corient Private Wealth
15
Corient Private Wealth
Florida
$27.4M 538,520 -95,338 -15%
BA
16
Bridgewater Advisors
New York
$26.7M 525,679 +12,972 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$25.8M 508,640 +29,357 +6%
AHC
18
Anderson Hoagland & Co
Missouri
$24M 472,236 -35,063 -7%
TC
19
Trust Company
Kansas
$23.8M 468,760 +6,703 +1%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$22.7M 446,834 +23,570 +6%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.4M 400,804 -89,034 -18%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$19.9M 392,641 +24,256 +7%
KCM
23
Kathmere Capital Management
Pennsylvania
$19M 374,131 +19,846 +6%
MWC
24
MBM Wealth Consultants
Missouri
$18M 353,423 – –
OCM
25
One Capital Management
California
$17M 333,882 +5,002 +2%
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