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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
AC
26
Asio Capital
Kentucky
$16.1M +$16M +316,850 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$15.4M +$8.8K +174 +0.1%
AA
28
Auxano Advisors
Washington
$14.8M +$72.1K +1,425 +0.5%
AO
29
Advisor OS
Illinois
$14.8M +$3.14M +62,003 +27%
MA
30
MJP Associates
Connecticut
$14.7M +$1.64M +32,358 +13%
BIG
31
Boothe Investment Group
Delaware
$14.2M -$54.1K -1,069 -0.4%
OCM
32
One Capital Management
California
$14.1M -$926K -18,309 -6%
TC
33
Trust Company
Kansas
$12.9M -$994K -19,659 -7%
FHC
34
First Heartland Consultants
Missouri
$12.9M +$6.27M +123,940 +102%
GVAG
35
Great Valley Advisor Group
Delaware
$12.7M -$3.36M -66,377 -21%
MWC
36
MBM Wealth Consultants
Missouri
$11.2M -$481K -9,503 -4%
WWA
37
WCG Wealth Advisors
Nevada
$10.8M -$1.3M -25,720 -11%
SFG
38
Sunburst Financial Group
Alabama
$9.69M -$2.89M -57,226 -23%
CG
39
CFO4Life Group
Texas
$9.36M +$9.33M +184,539 New
AC
40
AlphaCore Capital
California
$9.34M -$277K -5,469 -3%
SFA
41
Sequoia Financial Advisors
Ohio
$9.33M -$21.3M -421,212 -70%
CastleKeep Investment Advisors
42
CastleKeep Investment Advisors
Connecticut
$9.26M +$9.23M +182,536 New
AP
43
Appleton Partners
Massachusetts
$9.25M -$688K -13,606 -7%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$9.19M +$9.16M +181,169 New
RJA
45
Raymond James & Associates
Florida
$8.97M +$331K +6,556 +4%
SB
46
Sunflower Bank
Texas
$8.9M -$392K -7,747 -4%
MHR
47
Matthew Hamilton Rosenberg
$8.65M -$822K -16,260 -9%
APWM
48
Atlas Private Wealth Management
New York
$8.22M +$8.19M +162,061 New
BCI
49
Brinker Capital Investments
Pennsylvania
$8.1M +$403K +7,978 +5%
OPS
50
Orion Portfolio Solutions
Nebraska
$8.1M +$403K +7,978 +5%

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.