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JPMorgan Ultra-Short Municipal Income ETF

355 hedge funds and large institutions have $1.97B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.83B → $1.97B (+$138M)

2.35% more ownership

Funds ownership: 73.81%76.16% (+2.3%)

3% less funds holding

Funds holding: 366355 (-11)

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

34% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 167

Holders
355
Holders Change
-11
Holders Change %
-3.01%
% of All Funds
5.57%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
33
Increased
110
Reduced
167
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
251
Prime Capital Investment Advisors
Kansas
$510K +$20.2K +400 +4%
HL
252
HeadInvest LLC
Maine
$509K -$38K -750 -7%
TI
253
Tidal Investments
Wisconsin
$507K
SPI
254
Sutton Place Investors
New York
$507K -$50.6K -1,000 -9%
SWM
255
SFG Wealth Management
Maryland
$500K +$499K +9,862 New
FWM
256
Forza Wealth Management
Florida
$496K
CWM
257
Connecticut Wealth Management
Connecticut
$495K -$75.3K -1,488 -13%
WAM
258
WNY Asset Management
New York
$495K +$75.9K +1,500 +18%
ESB
259
Essex Savings Bank
Connecticut
$494K
SFG
260
Sage Financial Group
Pennsylvania
$482K -$180K -3,549 -27%
TC
261
TownSquare Capital
Utah
$480K -$114K -2,256 -19%
OWM
262
Opes Wealth Management
California
$478K
ACS
263
Archford Capital Strategies
Illinois
$468K +$27.6K +545 +6%
IA
264
Insight Advisors
Pennsylvania
$462K -$20.2K -400 -4%
Prudential Financial
265
Prudential Financial
New Jersey
$455K +$455K +8,988 New
RHP
266
Royal Harbor Partners
Texas
$450K
CMBA
267
C.M. Bidwell & Associates
Hawaii
$449K
GWM
268
Gray Wealth Management
Maine
$448K
USCWA
269
U.S. Capital Wealth Advisors
Texas
$447K
MC
270
Middleton & Co
Massachusetts
$441K
SS
271
Sunbelt Securities
Texas
$433K +$328K +6,481 +313%
AF
272
Allworth Financial
California
$426K -$33.8K -668 -7%
HAS
273
HBW Advisory Services
California
$417K -$45.8K -904 -10%
HCM
274
Hutchinson Capital Management
California
$413K +$412K +8,149 New
BW
275
Bison Wealth
Georgia
$410K +$80.2K +1,585 +24%

JMST Hedge Fund Activity: Q2 2023 in Review

355 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q2 2023, worth a combined $1.97B — up 7.6% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of JMST and 33 opened new positions — a net loss of 9 holders — while 167 trimmed existing stakes and 110 added.

The largest buyer was Fidelity Investments, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $28M.

  • 355 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q2 2023, down from 366 in Q1 2023.
  • Funds reported $1.97B of JPMorgan Ultra-Short Municipal Income ETF stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 33 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q2 2023 and 42 closed out, a net change of -9 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q2 2023 was Fidelity Investments, an estimated $208M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q2 2023 was Bank of America, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2023.