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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
Prudential Financial
326
Prudential Financial
New Jersey
$273K +$272K +5,376 New
NP
327
NorthRock Partners
Minnesota
$265K +$263K +5,199 New
BC
328
Brio Consultants
California
$264K +$263K +5,201 New
RPSA
329
Richard P. Slaughter Associates
Texas
$264K +$5.31K +105 +2%
ICM
330
IMS Capital Management
Oregon
$261K
NA
331
Nottingham Advisors
New York
$254K +$253K +5,000 New
BFIM
332
Beese Fulmer Investment Management
Ohio
$251K
JJBC
333
James J. Burns & Company
New York
$250K +$961 +19 +0.4%
SFB
334
STAR Financial Bank
Indiana
$248K -$135K -2,676 -35%
WWM
335
Western Wealth Management
Colorado
$247K -$92.5K -1,830 -27%
PWM
336
Prosperity Wealth Management
California
$247K -$139K -2,743 -36%
TC
337
TownSquare Capital
Utah
$246K -$44.3K -877 -15%
EIA
338
Eldridge Investment Advisors
New Hampshire
$244K -$29.4K -581 -11%
JMFC
339
J.M. Forbes & Co
Massachusetts
$244K
FLPIM
340
F.L. Putnam Investment Management
Massachusetts
$242K -$83.4K -1,650 -26%
WFA
341
WMG Financial Advisors
Tennessee
$241K +$240K +4,740 New
EWMCB
342
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$237K +$236K +4,672 New
MF
343
Meridian Financial
Massachusetts
$234K +$1.31K +26 +0.6%
RWA
344
Rainsberger Wealth Advisors
Colorado
$234K -$151K -2,978 -39%
CL
345
Choreo LLC
Illinois
$233K -$613K -12,118 -73%
Envestnet Portfolio Solutions
346
Envestnet Portfolio Solutions
Illinois
$223K +$222K +4,387 New
BFA
347
Beaumont Financial Advisors
Massachusetts
$221K +$220K +4,353 New
SWP
348
Semus Wealth Partners
Florida
$218K +$1.82K +36 +0.8%
HSWM
349
Hubbell Strickland Wealth Management
Louisiana
$211K
PFA
350
Pathway Financial Advisors
Vermont
$210K +$209K +4,133 New

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.