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JPMorgan Ultra-Short Municipal Income ETF

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: 2323 (0)

1% less funds holding

Funds holding: 304302 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$15.9M +$6.89M +136,393 +77%
GLLW
27
Graves Light Lenhart Wealth
Virginia
$14.8M -$687K -13,601 -4%
IAN
28
Integrated Advisors Network
Texas
$13.7M +$3.45M +68,312 +34%
FCIM
29
Fairview Capital Investment Management
California
$12.7M +$1.79M +35,505 +16%
BOPW
30
Brandywine Oak Private Wealth
Pennsylvania
$12.3M +$2.42M +47,936 +25%
AP
31
Appleton Partners
Massachusetts
$12.2M +$1.03M +20,339 +9%
William Blair & Company
32
William Blair & Company
Illinois
$11.9M -$2.77M -54,755 -19%
KTC
33
Kistler-Tiffany Companies
Pennsylvania
$11.6M +$1.75M +34,723 +18%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$11.5M +$4.59M +90,758 +66%
EWA
35
EP Wealth Advisors
California
$11.1M -$8.59M -169,869 -44%
RJA
36
Raymond James & Associates
Florida
$10.7M +$777K +15,375 +8%
RDFA
37
Ritter Daniher Financial Advisory
Ohio
$10.5M +$9.5M +187,996 +945%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$10.5M +$5.85M +115,847 +128%
SFG
39
Sunburst Financial Group
Alabama
$10.2M +$10.2M +202,291 New
VF
40
Vista Finance
Missouri
$10.1M +$10M +198,769 New
SB
41
Sunflower Bank
Texas
$9.52M +$1.89M +37,379 +25%
WFA
42
Websterrogers Financial Advisors
South Carolina
$9.28M +$5.37M +106,189 +138%
AHC
43
Anderson Hoagland & Co
Missouri
$9.24M -$22.3K -441 -0.2%
Franklin Resources
44
Franklin Resources
California
$9.21M -$1.28M -25,272 -12%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$8.73M +$8.68M +171,762 +26,713%
TCM
46
TD Capital Management
Tennessee
$8.55M -$3.08M -60,872 -26%
BWM
47
BCGM Wealth Management
Indiana
$8.54M +$2.82M +55,830 +50%
SWM
48
Segment Wealth Management
Texas
$8.1M -$6.49M -128,500 -45%
CI
49
Ceera Investments
Texas
$8.05M -$4.45M -88,032 -36%
BFO
50
Boston Family Office
Massachusetts
$8.04M -$584K -11,555 -7%

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.