We are live on ! Find out more
JMST icon

JPMorgan Ultra-Short Municipal Income ETF

355 hedge funds and large institutions have $1.97B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.83B → $1.97B (+$138M)

2.35% more ownership

Funds ownership: 73.81%76.16% (+2.3%)

3% less funds holding

Funds holding: 366355 (-11)

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

34% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 167

Holders
355
Holders Change
-11
Holders Change %
-3.01%
% of All Funds
5.57%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
33
Increased
110
Reduced
167
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$16M +$600K +11,852 +4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$15.4M -$2.02M -39,900 -12%
CAMG
28
CWA Asset Management Group
Florida
$15.3M -$680K -13,424 -4%
GVAG
29
Great Valley Advisor Group
Delaware
$14.9M +$2.5M +49,424 +20%
SFG
30
Sunburst Financial Group
Alabama
$14.5M -$131K -2,587 -0.9%
Jane Street
31
Jane Street
New York
$14.4M -$22.5M -443,543 -61%
BCI
32
Brinker Capital Investments
Pennsylvania
$14.3M +$14.3M +282,428 New
OPS
33
Orion Portfolio Solutions
Nebraska
$14.3M +$14.3M +282,428 New
MWC
34
MBM Wealth Consultants
Missouri
$13.8M -$4.08M -80,664 -23%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$13.6M +$2.34M +46,289 +21%
AP
36
Appleton Partners
Massachusetts
$12.2M -$614K -12,139 -5%
GLLW
37
Graves Light Lenhart Wealth
Virginia
$11.4M +$328K +6,487 +3%
WWA
38
WCG Wealth Advisors
Nevada
$11M +$11M +216,670 New
KA
39
Klingman & Associates
New York
$10.6M -$3.95M -78,008 -27%
SC
40
Slow Capital
California
$10.4M +$5.63M +111,247 +118%
SW
41
SVB Wealth
Massachusetts
$10.3M -$1.22M -24,120 -11%
CG
42
Colony Group
Massachusetts
$9.63M +$662K +13,069 +7%
RJA
43
Raymond James & Associates
Florida
$9.61M -$93.9K -1,855 -1%
AC
44
AlphaCore Capital
California
$9.58M +$9.57M +189,110 New
HWM
45
HB Wealth Management
Georgia
$9.4M -$2.53M -49,950 -21%
FFA
46
First Foundation Advisors
California
$9.32M -$5.9M -116,556 -39%
Morgan Stanley
47
Morgan Stanley
New York
$9M +$6.1M +120,475 +211%
BWM
48
BCGM Wealth Management
Indiana
$8.85M +$284K +5,616 +3%
SB
49
Sunflower Bank
Texas
$8.53M -$210K -4,151 -2%
LWMG
50
Levy Wealth Management Group
Pennsylvania
$8.46M -$864K -17,076 -9%

JMST Hedge Fund Activity: Q2 2023 in Review

355 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q2 2023, worth a combined $1.97B — up 7.6% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of JMST and 33 opened new positions — a net loss of 9 holders — while 167 trimmed existing stakes and 110 added.

The largest buyer was Fidelity Investments, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $28M.

  • 355 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q2 2023, down from 366 in Q1 2023.
  • Funds reported $1.97B of JPMorgan Ultra-Short Municipal Income ETF stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 33 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q2 2023 and 42 closed out, a net change of -9 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q2 2023 was Fidelity Investments, an estimated $208M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q2 2023 was Bank of America, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2023.