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JPMorgan Ultra-Short Municipal Income ETF
JMST
JMST
353 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 34 closing their positions.
New
Increased
Maintained
Reduced
Closed
109% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 34
15% more funds holding in top 10
Funds holding in top 10: 26 → 30 (+4)
9% more funds holding
Funds holding: 323 → 353 (+30)
6.04% more ownership
Funds ownership: 73.78% → 79.82% (+6%)
6% less capital invested
Capital invested by funds: $2.13B → $2.01B (-$120M)
15% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 135
Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.67%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
71
Increased
115
Reduced
135
Closed
34
Calls
$2.48M
Puts
–
Net Calls
+$2.48M
Net Calls Change
+$593K
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$353M |
| 2 |
Jane Street
New York
|
-$38.3M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$38M |
| 4 |
DOA
D'Orazio & Associates
Falls Church,
Virginia
|
-$13.6M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$11.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
376
Two Sigma Securities
New York
| – | -$271K | -5,386 | Closed |
|
|
EP
377
Eudaimonia Partners
Winchester,
Tennessee
| – | -$265K | -5,275 | Closed |
|
|
MA
378
MONECO Advisors
Fairfield,
Connecticut
| – | -$256K | -5,088 | Closed |
|
|
CA
379
CGN Advisors
Manhattan,
Kansas
| – | -$237K | -4,703 | Closed |
|
|
MFG
380
Merit Financial Group
Alpharetta,
Georgia
| – | -$223K | -4,431 | Closed |
|
|
WP
381
WealthSource Partners
San Luis Obispo,
California
| – | -$220K | -4,367 | Closed |
|
|
WWM
382
Western Wealth Management
Golden,
Colorado
| – | -$211K | -4,196 | Closed |
|
|
CA
383
Continuum Advisory
Eagle,
Idaho
| – | -$204K | -4,054 | Closed |
|
|
FWM
384
FSA Wealth Management
Needham,
Massachusetts
| – | -$201K | -3,987 | Closed |
|
|
CL
385
COWA LLC
Tulsa,
Oklahoma
| – | -$101K | -2,080 | Closed |
|
|
HR
386
Howe & Rusling
Rochester,
New York
| – | -$65K | -1,288 | Closed |
|
387
Fidelity Investments
Boston,
Massachusetts
| – | -$32K | -632 | Closed |
|
|
BTI
388
Blue Trust Inc
Alpharetta,
Georgia
| – | -$555 | -11 | -65% |
|