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JPMorgan Ultra-Short Municipal Income ETF

355 hedge funds and large institutions have $1.97B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.83B → $1.97B (+$138M)

2.35% more ownership

Funds ownership: 73.81%76.16% (+2.3%)

3% less funds holding

Funds holding: 366355 (-11)

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

34% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 167

Holders
355
Holders Change
-11
Holders Change %
-3.01%
% of All Funds
5.57%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
33
Increased
110
Reduced
167
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
126
Fairview Capital Investment Management
California
$2.4M -$86.9K -1,717 -4%
SFP
127
Sandbox Financial Partners
Maryland
$2.39M -$28.9K -571 -1%
CWAF
128
Core Wealth Advisors (Florida)
Florida
$2.31M +$217K +4,282 +10%
IA
129
IFP Advisors
Florida
$2.28M -$619K -12,232 -21%
VCM
130
Virtue Capital Management
Tennessee
$2.23M
VWM
131
Venturi Wealth Management
Texas
$2.19M -$410K -8,098 -16%
MA
132
Mutual Advisors
Nebraska
$2.15M +$139K +2,752 +7%
PCG
133
Prosperity Consulting Group
Maryland
$2.12M -$664K -13,121 -24%
BA
134
Bristlecone Advisors
Washington
$2.01M +$34.6K +684 +2%
SIA
135
Soltis Investment Advisors
Utah
$2.01M -$529K -10,454 -21%
SRWM
136
Shira Ridge Wealth Management
California
$2M -$173K -3,411 -8%
HFM
137
Hartford Financial Management
Connecticut
$1.99M +$3.8K +75 +0.2%
SW
138
SkyOak Wealth
Michigan
$1.96M -$385K -7,610 -16%
WCFA
139
Walkner Condon Financial Advisors
Wisconsin
$1.9M +$54.9K +1,085 +3%
CFA
140
Capstone Financial Advisors
Illinois
$1.87M -$123K -2,429 -6%
CTA
141
Chesley Taft & Associates
Illinois
$1.86M -$50.6K -1,000 -3%
WIC
142
Woodmont Investment Counsel
Tennessee
$1.86M -$141K -2,782 -7%
AWA
143
Arete Wealth Advisors
Illinois
$1.85M +$1.85M +36,557 New
KA
144
Kooman & Associates
Pennsylvania
$1.84M -$51.9K -1,026 -3%
AWM
145
Axxcess Wealth Management
California
$1.79M +$1.15M +22,737 +180%
CFGF
146
Compass Financial Group (Florida)
Florida
$1.78M +$27.2K +538 +2%
MTWM
147
Masso Torrence Wealth Management
New Jersey
$1.75M +$46.2K +912 +3%
NC
148
NewSquare Capital
Pennsylvania
$1.68M -$1.77K -35 -0.1%
PAG
149
Private Advisor Group
New Jersey
$1.66M -$145K -2,867 -8%
KSWA
150
Kathleen S. Wright Associates
Pennsylvania
$1.63M -$357K -7,049 -18%

JMST Hedge Fund Activity: Q2 2023 in Review

355 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q2 2023, worth a combined $1.97B — up 7.6% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of JMST and 33 opened new positions — a net loss of 9 holders — while 167 trimmed existing stakes and 110 added.

The largest buyer was Fidelity Investments, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $28M.

  • 355 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q2 2023, down from 366 in Q1 2023.
  • Funds reported $1.97B of JPMorgan Ultra-Short Municipal Income ETF stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 33 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q2 2023 and 42 closed out, a net change of -9 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q2 2023 was Fidelity Investments, an estimated $208M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q2 2023 was Bank of America, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2023.