We are live on ! Find out more
JMST icon

JPMorgan Ultra-Short Municipal Income ETF

302 hedge funds and large institutions have $2.68B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.88% more ownership

Funds ownership: 76.96%80.84% (+3.9%)

5% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 38

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1% less funds holding

Funds holding: 304302 (-2)

4% less capital invested

Capital invested by funds: $2.79B → $2.68B (-$112M)

21% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 131

Holders
302
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
5.09%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
40
Increased
104
Reduced
131
Closed
38
Calls
$1.69M
Puts
Net Calls
+$1.69M
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
151
Focus Financial Network
Minnesota
$1.55M +$305K +6,035 +25%
JWCA
152
J.W. Cole Advisors
Florida
$1.53M +$296K +5,858 +24%
UB
153
UMB Bank
Missouri
$1.53M +$111K +2,197 +8%
PCIA
154
Prime Capital Investment Advisors
Kansas
$1.52M +$357K +7,054 +31%
HIP
155
HUB Investment Partners
Texas
$1.52M -$264K -5,233 -15%
AWM
156
Axxcess Wealth Management
California
$1.51M +$719K +14,236 +91%
CTA
157
Chesley Taft & Associates
Illinois
$1.49M +$1.28M +25,350 +634%
RWA
158
Rainsberger Wealth Advisors
Colorado
$1.48M -$398K -7,873 -21%
FWA
159
FSM Wealth Advisors
Ohio
$1.46M +$1.46M +28,863 New
CCP
160
Clarkston Capital Partners
Michigan
$1.38M -$645K -12,765 -32%
IIC
161
Ironwood Investment Counsel
Arizona
$1.36M -$1.4M -27,685 -51%
NFP
162
Narus Financial Partners
Utah
$1.25M +$1.24M +24,582 New
KL
163
KWMG LLC
Kansas
$1.23M +$69.5K +1,375 +6%
JBA
164
Johnson Bixby & Associates
Washington
$1.2M +$1.2M +23,661 New
PWP
165
Principle Wealth Partners
Connecticut
$1.19M -$1.97M -38,938 -62%
IA
166
IFP Advisors
Florida
$1.19M
OIA
167
OneDigital Investment Advisors
Kansas
$1.15M -$25.1K -497 -2%
FWP
168
FAS Wealth Partners
Kansas
$1.14M +$518K +10,242 +83%
VWA
169
V Wealth Advisors
Kansas
$1.14M +$335K +6,625 +42%
DOA
170
D'Orazio & Associates
Virginia
$1.13M +$1.12M +22,225 New
LA
171
LexAurum Advisors
Kansas
$1.08M +$121K +2,396 +13%
HVP
172
Hudson Value Partners
Florida
$1.06M
IA
173
IFG Advisory
Georgia
$1.05M +$354 +7 +0%
SAF
174
Smith Anglin Financial
Texas
$1.04M +$75.4K +1,492 +8%
CL
175
COWA LLC
Oklahoma
$1.02M -$57.9K -1,145 -5%

JMST Hedge Fund Activity: Q2 2022 in Review

302 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q2 2022, worth a combined $2.68B — down 4% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JMST positions and 38 closed out — a net gain of 2 holders — while 104 added to existing stakes and 131 trimmed.

The largest buyer was Fiduciary Trust, adding an estimated $40M. The largest seller was Bank of America, cutting an estimated $103M.

  • 302 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q2 2022, down from 304 in Q1 2022.
  • Funds reported $2.68B of JPMorgan Ultra-Short Municipal Income ETF stock for Q2 2022, down 4% quarter-over-quarter.
  • 40 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q2 2022 and 38 closed out, a net change of +2 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q2 2022 was Fiduciary Trust, an estimated $40M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q2 2022 was Bank of America, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2022.