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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
AWG
276
Altus Wealth Group
Colorado
$438K +$436K +8,625 New
ACS
277
Archford Capital Strategies
Illinois
$437K -$32.3K -638 -7%
IA
278
Insight Advisors
Pennsylvania
$437K
IA
279
IFG Advisory
Georgia
$436K -$396K -7,832 -48%
WIC
280
Woodmont Investment Counsel
Tennessee
$428K -$1.09M -21,650 -72%
OIA
281
OneDigital Investment Advisors
Kansas
$427K -$232K -4,593 -35%
SS
282
Sunbelt Securities
Texas
$427K +$101 +2 +0%
OWM
283
Opes Wealth Management
California
$424K -$54.9K -1,085 -11%
ARC
284
Advisor Resource Council
Texas
$417K +$416K +8,220 New
HCM
285
Hutchinson Capital Management
California
$413K
AF
286
Allworth Financial
California
$407K -$12K -237 -3%
CWM
287
Connecticut Wealth Management
Connecticut
$406K
PCIA
288
Prime Capital Investment Advisors
Kansas
$394K -$40.5K -800 -9%
HB
289
HTLF Bank
Colorado
$390K +$388K +7,680 New
AWM
290
Apollon Wealth Management
South Carolina
$381K +$380K +7,518 New
Lido Advisors
291
Lido Advisors
California
$376K -$205K -4,045 -35%
TDC
292
Thompson Davis & Co
Virginia
$368K -$278K -5,500 -43%
BHPW
293
Beverly Hills Private Wealth
California
$368K +$367K +7,250 New
BFEC
294
Benjamin F. Edwards & Company
Missouri
$362K +$69.2K +1,368 +24%
BCP
295
Blue Chip Partners
Michigan
$360K +$3.03K +60 +0.9%
RA
296
Ruggaard & Associates
Ohio
$355K
BFG
297
Bleakley Financial Group
New Jersey
$354K
SS
298
Simplicity Solutions
Minnesota
$354K
CAL
299
Capital Advisors Ltd
Ohio
$353K
HL
300
HeadInvest LLC
Maine
$351K -$114K -2,250 -25%

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.