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JPMorgan Ultra-Short Municipal Income ETF
JMST

304 hedge funds and large institutions have $2.79B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more capital invested

Capital invested by funds: $1.42B → $2.79B (+$1.38B)

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

21% more funds holding in top 10

Funds holding in top 10: 19 → 23 (+4)

14.86% more ownership

Funds ownership: 62.1% → 76.96% (+15%)

4% more funds holding

Funds holding: 291 → 304 (+13)

3% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 116

Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.79%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
41
Increased
112
Reduced
116
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.37B
2
SFA
Sequoia Financial Advisors
Ohio
+$22.2M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$19.6M
4
TWM
TMD Wealth Management
Arizona
+$14.7M
5
William Blair & Company
William Blair & Company
Illinois
+$14.4M

Top Sellers

1
CP
Corbenic Partners
Pennsylvania
-$69M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$40.4M
3
PP
Palladium Partners
Virginia
-$33.1M
4
B
Bailard
California
-$14.1M
5
HWM
HB Wealth Management
Georgia
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
101
Mariner
Kansas
$3.38M -$61.7K -1,214 -2%
EFS
102
Essex Financial Services
Connecticut
$3.34M +$2.44M +48,113 +268%
PWP
103
Principle Wealth Partners
Connecticut
$3.16M -$613K -12,066 -16%
PAG
104
Private Advisor Group
New Jersey
$3.14M +$714K +14,064 +29%
LDFR
105
Lehman & Derafelo Financial Resources
Pennsylvania
$3.05M +$677K +13,325 +28%
SFM
106
Signet Financial Management
New Jersey
$3.04M +$12.3K +242 +0.4%
DBT
107
Dubuque Bank & Trust
Iowa
$2.96M +$1.21M +23,737 +68%
AFG
108
Albion Financial Group
Utah
$2.96M -$840K -16,541 -22%
HWAM
109
Hennion & Walsh Asset Management
New Jersey
$2.91M +$278K +5,470 +11%
VA
110
Valmark Advisers
Ohio
$2.79M +$303K +5,969 +12%
IIC
111
Ironwood Investment Counsel
Arizona
$2.76M -$2.79M -54,926 -50%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$2.74M +$1.44M +28,269 +109%
PCA
113
Permit Capital Advisors
Pennsylvania
$2.74M +$2.76M +54,268 New
JFA
114
JNBA Financial Advisors
Minnesota
$2.68M +$1.98M +38,890 +278%
MTWM
115
Masso Torrence Wealth Management
New Jersey
$2.53M -$88.1K -1,735 -3%
MPW
116
Monterey Private Wealth
California
$2.32M +$1.64M +32,260 +236%
SW
117
SVB Wealth
Massachusetts
$2.3M +$209K +4,110 +10%
OWM
118
Opes Wealth Management
California
$2.28M -$78.2K -1,540 -3%
FF
119
Financial Futures
New Jersey
$2.28M -$263K -5,169 -10%
EFL
120
ERn Financial LLC
Wisconsin
$2.28M -$417K -8,208 -15%
MSFS
121
Main Street Financial Solutions
Pennsylvania
$2.13M +$274K +5,400 +15%
LNC
122
Lincoln National Corp
Pennsylvania
$2.08M +$20K +394 +1%
CCP
123
Clarkston Capital Partners
Michigan
$2.02M -$584K -11,500 -22%
WIC
124
Woodmont Investment Counsel
Tennessee
$1.98M +$1.4M +27,632 +240%
TIM
125
Tortoise Investment Management
New York
$1.98M -$4.17M -82,029 -68%
3 4
5
6 7

JMST Hedge Fund Activity: Q1 2022 in Review

304 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q1 2022, worth a combined $2.79B — up 97% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JMST positions and 27 closed out — a net gain of 14 holders — while 112 added to existing stakes and 116 trimmed.

The largest buyer was Bank of America, adding an estimated $1.37B. The largest seller was Corbenic Partners, cutting an estimated $69M.

  • 304 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q1 2022, up from 291 in Q4 2021.
  • Funds reported $2.79B of JPMorgan Ultra-Short Municipal Income ETF stock for Q1 2022, up 97% quarter-over-quarter.
  • 41 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q1 2022 and 27 closed out, a net change of +14 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q1 2022 was Bank of America, an estimated $1.37B added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q1 2022 was Corbenic Partners, an estimated $69M sold.

Based on aggregated 13F filings for Q1 2022.