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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
BFG
76
Barber Financial Group
Kansas
$4.92M +$4.91M +97,088 New
YIA
77
YHB Investment Advisors
Connecticut
$4.86M +$803K +15,883 +20%
RCA
78
Resonant Capital Advisors
Wisconsin
$4.77M +$3.89M +77,053 +449%
B
79
Bailard
California
$4.77M -$3.06M -60,602 -39%
GGS
80
Galvin Gaustad & Stein
Arizona
$4.74M +$5.86K +116 +0.1%
HIM
81
Harbour Investment Management
Washington
$4.57M -$536K -10,615 -11%
PAG
82
Private Advisor Group
New Jersey
$4.52M +$1.38M +27,219 +44%
SCA
83
Snowden Capital Advisors
New York
$4.38M -$933K -18,469 -18%
SF
84
Synovus Financial
Georgia
$4.33M +$383K +7,584 +10%
AOWM
85
Alpha Omega Wealth Management
Virginia
$4.18M -$107K -2,122 -3%
CG
86
Colony Group
Massachusetts
$4.17M -$409K -8,085 -9%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$4.14M -$839K -16,605 -17%
RWA
88
Roberts Wealth Advisors
California
$4.12M -$784K -15,515 -16%
DSA
89
Droms Strauss Advisors
Missouri
$4.09M -$579K -11,447 -12%
RWA
90
Redhawk Wealth Advisors
Minnesota
$4.07M +$4.06M +80,429 New
JFA
91
JNBA Financial Advisors
Minnesota
$4.04M +$1.36M +26,946 +51%
BCI
92
Brinker Capital Investments
Pennsylvania
$3.99M -$2.71M -53,636 -40%
CI
93
CX Institutional
Indiana
$3.96M -$2.72M -53,783 -41%
PCG
94
Prosperity Consulting Group
Maryland
$3.91M +$36.5K +722 +0.9%
CTC
95
Central Trust Company
Missouri
$3.79M -$569K -11,256 -13%
PCM
96
Pennsylvania Capital Management
Pennsylvania
$3.71M -$1.76M -34,811 -32%
SIA
97
Soltis Investment Advisors
Utah
$3.67M +$1.94M +38,308 +112%
EWM
98
Elmwood Wealth Management
California
$3.52M +$91K +1,800 +3%
JF
99
JSF Financial
California
$3.48M -$442K -8,741 -11%
EWA
100
Encompass Wealth Advisors
Oregon
$3.38M -$156K -3,093 -4%

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.