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JPMorgan Ultra-Short Municipal Income ETF

388 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 123 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 40

8% more funds holding

Funds holding: 358388 (+30)

4% more capital invested

Capital invested by funds: $1.94B → $2.01B (+$69.8M)

0.56% more ownership

Funds ownership: 76.41%76.96% (+0.56%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

19% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 152

Holders
388
Holders Change
+30
Holders Change %
+8.38%
% of All Funds
5.66%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
74
Increased
123
Reduced
152
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avaii Wealth Management
Wisconsin
$702K +$2.98K +59 +0.4%
RWA
227
Rooted Wealth Advisors
Illinois
$695K +$693K +13,715 New
VIM
228
Vista Investment Management
Pennsylvania
$690K -$70.8K -1,400 -9%
KWM
229
Kingsview Wealth Management
Oregon
$688K -$786K -15,536 -53%
EBWM
230
Eagle Bluffs Wealth Management
Missouri
$679K +$675K +13,346 New
CFA
231
Capstone Financial Advisors
Illinois
$660K -$1.21M -23,850 -65%
KAS
232
Kestra Advisory Services
Texas
$630K -$33.5K -663 -5%
WN
233
Williams & Novak
California
$619K +$617K +12,200 New
UWM
234
USAdvisors Wealth Management
Minnesota
$617K -$39.2K -776 -6%
ESB
235
Essex Savings Bank
Connecticut
$615K +$119K +2,352 +24%
SWP
236
Summit Wealth Partners
Florida
$614K +$41.2K +814 +7%
DWM
237
Dakota Wealth Management
Florida
$613K +$30.8K +610 +5%
HIF
238
Hill Island Financial
Michigan
$611K +$609K +12,046 New
SPIA
239
Steward Partners Investment Advisory
New York
$602K -$24.1K -477 -4%
WWC
240
Waypoint Wealth Counsel
Georgia
$597K -$71.9K -1,422 -11%
AHC
241
Adell Harriman & Carpenter
Texas
$596K
SCG
242
Sonata Capital Group
Washington
$594K -$25K -495 -4%
USCWA
243
U.S. Capital Wealth Advisors
Texas
$584K +$35.4K +700 +6%
HIP
244
HUB Investment Partners
Texas
$581K -$48.1K -952 -8%
RPC
245
Rossmore Private Capital
Connecticut
$578K -$73.6K -1,455 -11%
WB
246
Webster Bank
Connecticut
$574K -$20.2K -400 -3%
RWP
247
RWA Wealth Partners
Massachusetts
$568K +$566K +11,187 New
DC
248
Davenport & Co
Virginia
$553K +$166K +3,286 +43%
HI
249
Harbour Investments
Wisconsin
$543K +$419K +8,291 +343%
EH
250
Equitable Holdings
New York
$543K +$55.7K +1,102 +11%

JMST Hedge Fund Activity: Q4 2023 in Review

388 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q4 2023, worth a combined $2.01B — up 3.6% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JMST positions and 40 closed out — a net gain of 34 holders — while 123 added to existing stakes and 152 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $20M. The largest seller was Jane Street, exiting entirely with an estimated $24.5M sold.

  • 388 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q4 2023, up from 358 in Q3 2023.
  • Funds reported $2.01B of JPMorgan Ultra-Short Municipal Income ETF stock for Q4 2023, up 3.6% quarter-over-quarter.
  • 74 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q4 2023 and 40 closed out, a net change of +34 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q4 2023 was Renaissance Technologies, an estimated $20M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q4 2023 was Jane Street, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2023.