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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
PA
301
PFG Advisors
Arizona
$342K -$28.4K -561 -8%
MCWA
302
Meadow Creek Wealth Advisors
Georgia
$340K +$339K +6,700 New
MPW
303
Monterey Private Wealth
California
$338K -$8.65K -171 -3%
BWM
304
BlackDiamond Wealth Management
New York
$338K +$9.15K +181 +3%
HSA
305
HBK Sorce Advisory
Pennsylvania
$337K -$21.5K -425 -6%
CIA
306
Concurrent Investment Advisors
Florida
$333K +$332K +6,559 New
CWM
307
Collaborative Wealth Management
Florida
$326K +$79.9K +1,581 +33%
GAA
308
Guardian Asset Advisors
Pennsylvania
$322K +$321K +6,348 New
WCM
309
Windsor Capital Management
Arizona
$318K -$80.3K -1,589 -20%
AUB
310
Atlantic Union Bankshares
Virginia
$313K -$32.8K -649 -10%
BW
311
Bison Wealth
Georgia
$308K -$14.8K -292 -5%
OFP
312
OLIO Financial Planning
Virginia
$308K -$303 -6 -0.1%
HSG
313
Helen Stephens Group
Texas
$307K +$306K +6,044 New
EA
314
Ergawealth Advisors
Illinois
$306K -$48K -950 -14%
SJL
315
Shayne & Jacobs LLC
Tennessee
$304K
JWCA
316
J.W. Cole Advisors
Florida
$304K +$41.7K +824 +16%
GDP
317
Great Diamond Partners
Maine
$302K
CCG
318
Catalina Capital Group
California
$301K +$299K +5,923 New
SPA
319
Shore Point Advisors
New Jersey
$296K -$580K -11,463 -66%
PAS
320
Park Avenue Securities
New York
$295K +$294K +5,819 New
CFD
321
Creative Financial Designs
Indiana
$283K -$923K -18,253 -77%
Comerica Bank
322
Comerica Bank
Texas
$279K -$77.1K -1,525 -22%
WIP
323
WealthCare Investment Partners
Rhode Island
$275K -$809 -16 -0.3%
SFG
324
StrategIQ Financial Group
Indiana
$273K +$29.8K +590 +12%
TCWM
325
Total Clarity Wealth Management
Illinois
$273K +$41.7K +825 +18%

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.