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JPMorgan Ultra-Short Municipal Income ETF
JMST

302 hedge funds and large institutions have $2.68B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.88% more ownership

Funds ownership: 76.96% → 80.84% (+3.9%)

5% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 38

0% more funds holding in top 10

Funds holding in top 10: 23 → 23 (0)

1% less funds holding

Funds holding: 304 → 302 (-2)

4% less capital invested

Capital invested by funds: $2.79B → $2.68B (-$112M)

21% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 131

Holders
302
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
5.09%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
40
Increased
104
Reduced
131
Closed
38
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$1.69M

Top Buyers

1
FT
Fiduciary Trust
Massachusetts
+$40M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$28.3M
3
Cerity Partners
Cerity Partners
New York
+$18.3M
4
MWC
MBM Wealth Consultants
Missouri
+$17.7M
5
LPL Financial
LPL Financial
California
+$15.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$103M
2
CP
Corbenic Partners
Pennsylvania
-$51M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$44.9M
4
VWM
Venturi Wealth Management
Texas
-$28.4M
5
Principal Financial Group
Principal Financial Group
Iowa
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
326
Janney Montgomery Scott
Pennsylvania
– -$270K -5,329 Closed
RVPG
327
Relative Value Partners Group
– -$253K -5,000 Closed
OMC
328
Old Mission Capital
Illinois
– -$243K -4,791 Closed
AWA
329
Acorn Wealth Advisors
Michigan
– -$230K -4,540 Closed
EWM
330
EPG Wealth Management
Georgia
– -$228K -4,507 Closed
LB
331
Leo Brokerage
Texas
– -$216K -4,262 Closed
BCA
332
Bay Colony Advisors
Massachusetts
– -$216K -4,261 Closed
LSPW
333
Lake Street Private Wealth
Illinois
– -$215K -4,242 Closed
HA
334
Herold Advisors
New York
– -$65.8K -1,300 Closed
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
– -$45K -880 Closed
Koshinski Asset Management
336
Koshinski Asset Management
Illinois
– -$20.2K -399 Closed
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
– -$18K -351 Closed
LWMNY
338
Landmark Wealth Management (New York)
New York
– -$328 -328 Closed
Fidelity Investments
339
Fidelity Investments
Massachusetts
– -$1K -18 Closed
10 11 12 13
14

JMST Hedge Fund Activity: Q2 2022 in Review

302 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q2 2022, worth a combined $2.68B — down 4% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JMST positions and 38 closed out — a net gain of 2 holders — while 104 added to existing stakes and 131 trimmed.

The largest buyer was Fiduciary Trust, adding an estimated $40M. The largest seller was Bank of America, cutting an estimated $103M.

  • 302 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q2 2022, down from 304 in Q1 2022.
  • Funds reported $2.68B of JPMorgan Ultra-Short Municipal Income ETF stock for Q2 2022, down 4% quarter-over-quarter.
  • 40 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q2 2022 and 38 closed out, a net change of +2 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q2 2022 was Fiduciary Trust, an estimated $40M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q2 2022 was Bank of America, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2022.