We are live on ! Find out more
JMST icon

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
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$5.65M +$2.08M +41,217 +59%
WFA
77
Websterrogers Financial Advisors
South Carolina
$5.59M -$1.58M -31,221 -22%
EWM
78
Elmwood Wealth Management
California
$5.49M -$134K -2,650 -2%
Truist Financial
79
Truist Financial
North Carolina
$5.49M -$481K -9,504 -8%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$5.45M +$212K +4,193 +4%
BOPW
81
Brandywine Oak Private Wealth
Pennsylvania
$5.4M -$1.04M -20,545 -16%
KCM
82
Kathmere Capital Management
Pennsylvania
$5.18M -$14.5M -286,791 -74%
EWA
83
EP Wealth Advisors
California
$5.14M +$367K +7,265 +8%
MWA
84
MFA Wealth Advisors
Pennsylvania
$5.11M +$64K +1,266 +1%
GRP
85
Global Retirement Partners
California
$5M +$1.82M +35,975 +57%
ZIC
86
ZWJ Investment Counsel
Georgia
$4.82M -$225K -4,452 -4%
PWM
87
Perigon Wealth Management
California
$4.59M -$2.09M -41,377 -31%
IA
88
IMZ Advisory
Florida
$4.58M +$4.57M +90,378 New
CM
89
Capital Management
Virginia
$4.58M +$434K +8,590 +11%
FFA
90
First Foundation Advisors
California
$4.48M -$2.3M -45,398 -34%
4WM
91
49 Wealth Management
Texas
$4.43M +$4.41M +87,256 New
MWM
92
Modern Wealth Management
Kansas
$4.1M +$4.08M +80,772 New
VF
93
Vawter Financial
Ohio
$4.1M +$26K +515 +0.6%
SFM
94
Signet Financial Management
New Jersey
$4.09M -$40.7K -805 -1%
JWM
95
Jupiter Wealth Management
Colorado
$4.06M
KA
96
Klingman & Associates
New York
$3.89M -$1.41M -27,883 -27%
GLLW
97
Graves Light Lenhart Wealth
Virginia
$3.85M -$157K -3,112 -4%
WAAG
98
Wealth Alliance Advisory Group
Kansas
$3.8M -$23.7K -468 -0.6%
DAS
99
Dynamic Advisor Solutions
Arizona
$3.79M +$105K +2,074 +3%
HWP
100
Highline Wealth Partners
California
$3.65M +$306K +6,056 +9%

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.