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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
RWA
126
Roberts Wealth Advisors
California
$2.75M -$25.3K -500 -3%
NFP
127
Narus Financial Partners
Utah
$2.72M +$188K +3,718 +7%
IAN
128
Integrated Advisors Network
Texas
$2.7M -$4.08M -80,768 -60%
PSIWM
129
Paradigm Strategies in Wealth Management
Minnesota
$2.68M +$464K +9,171 +21%
Morgan Stanley
130
Morgan Stanley
New York
$2.54M +$1.16M +22,889 +84%
LSIA
131
LaSalle St. Investment Advisors
Illinois
$2.53M -$40.7K -804 -14%
CWAF
132
Core Wealth Advisors (Florida)
Florida
$2.48M +$225K +4,453 +10%
BL
133
BFSG LLC
California
$2.45M -$106K -2,105 -4%
BWM
134
Baystate Wealth Management
Massachusetts
$2.41M +$13.6K +269 +0.6%
MA
135
Mutual Advisors
Nebraska
$2.39M -$242K -4,782 -9%
SFP
136
Sandbox Financial Partners
Maryland
$2.35M -$607 -12 -0%
KCM
137
KM Capital Management
Texas
$2.31M -$968K -19,149 -30%
SW
138
SkyOak Wealth
Michigan
$2.29M +$328K +6,477 +17%
EWS
139
Evergreen Wealth Solutions
Pennsylvania
$2.25M +$1.22M +24,219 +120%
VCM
140
Virtue Capital Management
Tennessee
$2.24M
SWM
141
SigFig Wealth Management
California
$2.21M -$2.02M -40,028 -48%
YIA
142
YHB Investment Advisors
Connecticut
$2.13M -$906K -17,926 -30%
CTA
143
Chesley Taft & Associates
Illinois
$2.12M +$35.4K +700 +2%
LL
144
LPWM LLC
Minnesota
$2.11M -$177K -3,500 -8%
TWM
145
Tradition Wealth Management
Minnesota
$2.1M +$791K +15,650 +61%
NA
146
NewEdge Advisors
Louisiana
$2.09M -$1.41M -27,926 -40%
BA
147
Bristlecone Advisors
Washington
$2.08M -$52.4K -1,037 -2%
PTC
148
Private Trust Company
Ohio
$1.99M +$1.02M +20,165 +106%
CPA
149
Clear Point Advisors
New York
$1.96M +$1.95M +38,591 New
SA
150
Skyline Advisors
Washington
$1.9M +$1.89M +37,438 New

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.