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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
UCFA
126
United Capital Financial Advisors
Texas
$510K +$141K +2,759 +38%
Stifel Financial
127
Stifel Financial
Missouri
$506K +$306K +6,000 +153%
WB
128
Webster Bank
Connecticut
$504K +$50K +980 +11%
SI
129
Stephens Inc
Arkansas
$492K +$491K +9,634 New
SCG
130
Sonata Capital Group
Washington
$448K +$223K +4,370 +99%
AC
131
Avestar Capital
New York
$408K – – –
CA
132
Continuum Advisory
Idaho
$404K +$561 +11 +0.1%
NL
133
NWAM LLC
Washington
$352K +$351K +6,889 New
SBL
134
Sargent Bickham Lagudis
Colorado
$338K +$138K +2,697 +69%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$337K +$327K +6,400 +3,092%
Morgan Stanley
136
Morgan Stanley
New York
$332K +$42K +823 +15%
MA
137
MONECO Advisors
Connecticut
$321K -$40.8K -800 -11%
LSPW
138
Lake Street Private Wealth
Illinois
$319K +$319K +6,259 New
TI
139
Tidal Investments
Wisconsin
$306K – – –
OC
140
Oppenheimer & Co
New York
$306K +$306K +6,000 New
HG
141
Harbor Group
New Hampshire
$302K +$302K +5,923 New
MA
142
Modus Advisors
Minnesota
$300K +$300K +5,880 New
CP
143
Corbenic Partners
Pennsylvania
$296K +$296K +5,793 New
DI
144
DFPG Investments
Utah
$296K +$296K +5,806 New
ICM
145
IMS Capital Management
Oregon
$281K +$281K +5,500 New
GVAG
146
Great Valley Advisor Group
Delaware
$280K +$280K +5,479 New
AP
147
Americana Partners
Texas
$279K -$14.9K -293 -5%
PP
148
Professional Planning
California
$252K +$252K +4,944 New
CTFG
149
Capstone Triton Financial Group
Oklahoma
$243K +$243K +4,758 New
FA
150
FDx Advisors
Illinois
$242K +$13K +254 +6%
4 5
6
7 8

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.