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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
PCM
351
Parsons Capital Management
Rhode Island
$208K -$10K -198 -5%
William Blair & Company
352
William Blair & Company
Illinois
$207K -$111K -2,200 -35%
FPCP
353
Fort Point Capital Partners
California
$203K
SSWM
354
Sheets Smith Wealth Management
North Carolina
$202K
HG
355
Harbor Group
New Hampshire
$201K +$200K +3,965 New
SF
356
Symphony Financial
Texas
$201K +$200K +3,954 New
PCMC
357
Private Capital Management (Colorado)
Colorado
$194K +$80.7K +1,596 +72%
KFS
358
Kelly Financial Services
Massachusetts
$191K +$191K +3,772 New
WPA
359
West Paces Advisors
Georgia
$178K +$25K +495 +16%
SAM
360
Smartleaf Asset Management
Massachusetts
$173K +$173K +3,421 New
EWP
361
Elevation Wealth Partners
California
$142K
CF
362
Centaurus Financial
California
$128K
CTA
363
Colonial Trust Advisors
South Carolina
$116K +$1.01K +20 +0.9%
SSB
364
Sandy Spring Bank
Maryland
$114K
JWM
365
Janiczek Wealth Management
Colorado
$103K
PGAM
366
Princeton Global Asset Management
New Jersey
$88.8K
EWM
367
EPG Wealth Management
Georgia
$85K +$1.11K +22 +1%
MCM
368
MidAtlantic Capital Management
Virginia
$79.4K +$79.1K +1,565 New
CFO
369
CVA Family Office
Colorado
$75.1K +$74.8K +1,480 New
KFI
370
Key Financial Inc
Pennsylvania
$74.2K -$26K -515 -26%
ASN
371
Advisory Services Network
Georgia
$60.1K +$59.9K +1,184 New
SWC
372
Spectrum Wealth Counsel
Indiana
$51.3K +$51.2K +1,012 New
TLA
373
Tanglewood Legacy Advisors
Texas
$50.7K
CW
374
Cooksen Wealth
Texas
$50.7K +$50.6K +1,000 New
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$50.2K +$50K +989 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.