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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
BFO
251
Boston Family Office
Massachusetts
$532K -$505K -9,980 -49%
MWM
252
Meridian Wealth Management
Kentucky
$526K -$64.5K -1,275 -11%
WCM
253
WealthBridge Capital Management
Ohio
$520K -$35.2K -697 -6%
RA
254
RFG Advisory
Alabama
$515K +$133K +2,639 +35%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$514K -$445K -8,802 -46%
WE
256
Wealth Effects
Massachusetts
$510K +$508K +10,043 New
SPI
257
Sutton Place Investors
New York
$507K
Pathstone Holdings
258
Pathstone Holdings
New Jersey
$507K +$506K +10,000 New
TNBTD
259
Trustmark National Bank Trust Department
Mississippi
$507K +$49.9K +986 +11%
PS
260
Principal Securities
Iowa
$506K +$504K +9,963 New
MWM
261
Mission Wealth Management
California
$497K -$53.8K -1,063 -10%
WAM
262
WNY Asset Management
New York
$495K
TSWM
263
Tyler-Stone Wealth Management
Ohio
$482K +$319K +6,300 +197%
KCIC
264
Kuhn & Co Investment Counsel
Illinois
$481K +$480K +9,485 New
LNC
265
Lincoln National Corp
Pennsylvania
$470K +$262K +5,182 +127%
SFA
266
Souders Financial Advisors
Ohio
$451K +$180K +3,563 +67%
LWA
267
Lineweaver Wealth Advisors
Ohio
$451K +$450K +8,890 New
RHP
268
Royal Harbor Partners
Texas
$451K
AF
269
Advisornet Financial
Minnesota
$450K +$348K +6,888 +347%
CMBA
270
C.M. Bidwell & Associates
Hawaii
$450K
SFG
271
Sage Financial Group
Pennsylvania
$449K
FA
272
FDx Advisors
Illinois
$448K +$446K +8,821 New
ICP
273
Interchange Capital Partners
Pennsylvania
$448K +$446K +8,821 New
MC
274
Middleton & Co
Massachusetts
$441K
MSFS
275
Main Street Financial Solutions
Pennsylvania
$439K -$50.6K -1,000 -10%

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.