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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
AHC
401
Anderson Hoagland & Co
Missouri
-$652K -12,924 Closed
PMG
402
ProVise Management Group
Florida
-$647K -12,820 Closed
HVP
403
Hudson Value Partners
Florida
-$605K -12,000 Closed
TFO
404
Tarbox Family Office
California
-$589K -11,681 Closed
KAM
405
Kraft Asset Management
Tennessee
-$512K -10,152 Closed
FF
406
Financial Futures
New Jersey
-$506K -10,030 Closed
SFO
407
Stokes Family Office
Louisiana
-$464K -9,204 Closed
GWM
408
Gray Wealth Management
Maine
-$446K -8,847 Closed
PCP
409
Proficio Capital Partners
Massachusetts
-$394K -7,800 Closed
YWS
410
Yarger Wealth Strategies
Ohio
-$392K -7,775 Closed
AA
411
AlphaCentric Advisors
Puerto Rico
-$303K -6,000 Closed
GC
412
Gratus Capital
Georgia
-$292K -5,795 Closed
PCM
413
Pennsylvania Capital Management
Pennsylvania
-$289K -5,720 Closed
VA
414
Valmark Advisers
Ohio
-$276K -5,480 Closed
SAG
415
SageView Advisory Group
California
-$256K -5,082 Closed
WWP
416
WR Wealth Planners
Missouri
-$253K -5,012 Closed
IAA
417
Independent Advisor Alliance
North Carolina
-$249K -4,929 Closed
SPC
418
Sigma Planning Corp
Michigan
-$238K -4,708 Closed
SIG
419
Spinnaker Investment Group
California
-$234K -4,641 Closed
AWA
420
Acorn Wealth Advisors
Michigan
-$215K -4,267 Closed
HAS
421
HBW Advisory Services
California
-$209K -4,134 Closed
AWS
422
Atria Wealth Solutions
New York
-$201K -3,985 Closed
LAS
423
LWM Advisory Services
Florida
-$38.1K -754 Closed
YAL
424
Your Advocates Ltd
Texas
-$23.9K -474 Closed
CIA
425
Choate Investment Advisors
Massachusetts
-$14.9K -296 Closed

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.