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JPMorgan Ultra-Short Municipal Income ETF
JMST

168 hedge funds and large institutions have $662M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 14

248% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 23

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

81% more capital invested

Capital invested by funds: $366M → $662M (+$296M)

32% more funds holding

Funds holding: 127 → 168 (+41)

2.72% more ownership

Funds ownership: 56.95% → 59.67% (+2.7%)

Holders
168
Holders Change
+41
Holders Change %
+32.28%
% of All Funds
2.97%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
58
Increased
80
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HB
Homrich & Berg
Georgia
+$68.4M
2
TC
TownSquare Capital
Utah
+$50.1M
3
OCM
One Capital Management
California
+$16.2M
4
PP
Palladium Partners
Virginia
+$9.86M
5
KA
Klingman & Associates
New York
+$7.65M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.65M
2
RCM
Requisite Capital Management
Texas
-$4.09M
3
COF
Capital One Financial
Virginia
-$1.11M
4
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$1.02M
5
LNC
Lincoln National Corp
Pennsylvania
-$813K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFG Advisory
Georgia
$1.93M +$60.6K +1,187 +3%
MAA
77
Matrix Asset Advisors
New York
$1.89M +$1.89M +36,976 New
YIA
78
YHB Investment Advisors
Connecticut
$1.71M +$242K +4,745 +17%
FAG
79
Financial Advisory Group
Texas
$1.66M +$1.66M +32,550 New
Truist Financial
80
Truist Financial
North Carolina
$1.65M +$1.27M +24,972 +343%
GRP
81
Global Retirement Partners
California
$1.64M -$107K -2,094 -6%
PCWA
82
Pacific Capital Wealth Advisors
California
$1.6M +$222K +4,353 +16%
APW
83
Acima Private Wealth
Virginia
$1.49M +$1.38M +26,956 +1,262%
LWMG
84
Levy Wealth Management Group
Pennsylvania
$1.4M +$1.4M +27,496 New
REMPR
85
Roof Eidam Maycock Peralta (REMP)
California
$1.38M -$1.02M -20,000 -43%
PCIA
86
Prime Capital Investment Advisors
Kansas
$1.32M -$116K -2,273 -8%
HIP
87
HUB Investment Partners
Texas
$1.26M +$1.27M +24,798 New
IA
88
IFP Advisors
Florida
$1.22M +$969K +18,984 +391%
PCM
89
Pennsylvania Capital Management
Pennsylvania
$1.19M -$654K -12,826 -36%
CW
90
CreativeOne Wealth
Kansas
$1.16M +$935K +18,332 +423%
TP
91
Tranquility Partners
Tennessee
$1.14M +$1.14M +22,411 New
DC
92
Derby & Company
Massachusetts
$1.11M +$506K +9,922 +84%
VWM
93
Venturi Wealth Management
Texas
$1.06M +$1.06M +20,800 New
KWM
94
Kingsview Wealth Management
Oregon
$1.06M +$1.06M +20,689 New
GBBWRPM
95
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.04M +$1.04M +20,386 New
CG
96
Colony Group
Massachusetts
$1.02M +$1.02M +20,000 New
AF
97
Allworth Financial
California
$1M – – –
TFM
98
TFC Financial Management
Massachusetts
$1M +$150K +2,942 +18%
SCP
99
Shorepoint Capital Partners
Massachusetts
$968K +$246K +4,825 +34%
MSFS
100
Main Street Financial Solutions
Pennsylvania
$958K +$958K +18,775 New
2 3
4
5 6

JMST Hedge Fund Activity: Q4 2020 in Review

168 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q4 2020, worth a combined $662M — up 81% from $366M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new JMST positions and 14 closed out — a net gain of 44 holders — while 80 added to existing stakes and 23 trimmed.

The largest buyer was Homrich & Berg, opening a new position worth an estimated $68.4M. The largest seller was UBS Group, cutting an estimated $4.65M.

  • 168 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $662M of JPMorgan Ultra-Short Municipal Income ETF stock for Q4 2020, up 81% quarter-over-quarter.
  • 58 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q4 2020 and 14 closed out, a net change of +44 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q4 2020 was Homrich & Berg, an estimated $68.4M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q4 2020 was UBS Group, an estimated $4.65M sold.

Based on aggregated 13F filings for Q4 2020.