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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
PCM
301
Pennsylvania Capital Management
Pennsylvania
$301K -$678K -13,389 -69%
HG
302
Harbor Group
New Hampshire
$300K
EIA
303
Eldridge Investment Advisors
New Hampshire
$283K +$50.6K +1,000 +22%
OFP
304
OLIO Financial Planning
Virginia
$281K -$61.1K -1,207 -18%
FA
305
FDx Advisors
Illinois
$276K +$276K +5,458 New
JWCA
306
J.W. Cole Advisors
Florida
$274K +$3.9K +77 +1%
JF
307
JSF Financial
California
$271K
SWP
308
Semus Wealth Partners
Florida
$265K -$7.29K -144 -3%
SAG
309
SageView Advisory Group
California
$257K -$153K -3,031 -37%
AWA
310
Aletheian Wealth Advisors
Washington
$252K -$3.09K -61 -1%
WWP
311
WR Wealth Planners
Missouri
$251K +$249K +4,926 +14,488%
BFIM
312
Beese Fulmer Investment Management
Ohio
$250K
AWS
313
Atria Wealth Solutions
New York
$248K -$711K -14,045 -74%
EWP
314
Elevation Wealth Partners
California
$242K
WFA
315
WMG Financial Advisors
Tennessee
$240K
EBWM
316
Eagle Bluffs Wealth Management
Missouri
$239K -$91K -1,797 -28%
SFG
317
StrategIQ Financial Group
Indiana
$236K +$235K +4,650 New
MF
318
Meridian Financial
Massachusetts
$231K +$1.11K +22 +0.5%
AWA
319
Acorn Wealth Advisors
Michigan
$228K +$4.4K +87 +2%
TCWM
320
Total Clarity Wealth Management
Illinois
$226K
TI
321
Trexquant Investment
Connecticut
$221K -$170K -3,354 -43%
PCM
322
Parsons Capital Management
Rhode Island
$218K
WWM
323
Western Wealth Management
Colorado
$211K +$211K +4,170 New
CAG
324
Curtis Advisory Group
California
$210K
HSWM
325
Hubbell Strickland Wealth Management
Louisiana
$210K

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.