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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
KSWA
151
Kathleen S. Wright Associates
Pennsylvania
$1.83M -$69.6K -1,376 -4%
IWP
152
IAG Wealth Partners
Wisconsin
$1.83M +$246K +4,862 +16%
VWM
153
Venturi Wealth Management
Texas
$1.81M +$501K +9,915 +38%
SWP
154
Stratos Wealth Partners
Ohio
$1.81M +$639K +12,633 +55%
SIA
155
Soltis Investment Advisors
Utah
$1.8M -$127K -2,507 -7%
CAM
156
Clarity Asset Management
Iowa
$1.77M +$1.77M +34,951 New
CFGF
157
Compass Financial Group (Florida)
Florida
$1.77M
PWH
158
Priebe Wealth Holdings
Minnesota
$1.75M +$1.75M +34,572 New
RSWA
159
Robinson Smith Wealth Advisors
Maine
$1.75M +$1.75M +34,555 New
NCM
160
New Capital Management
Texas
$1.7M -$3.16M -62,456 -65%
HFM
161
Hartford Financial Management
Connecticut
$1.65M -$246K -4,865 -13%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$1.62M -$113K -2,237 -7%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$1.61M +$233K +4,612 +17%
IA
164
IFP Advisors
Florida
$1.58M -$249K -4,926 -14%
NC
165
NewSquare Capital
Pennsylvania
$1.57M -$21.1K -418 -1%
SOS
166
Silver Oak Securities
Tennessee
$1.57M +$1.56M +30,928 New
NW
167
Naviter Wealth
Arkansas
$1.57M +$640K +12,652 +70%
PAG
168
Paladin Advisory Group
Iowa
$1.54M +$266K +5,252 +21%
RDFA
169
Ritter Daniher Financial Advisory
Ohio
$1.53M -$1.31M -25,870 -46%
KL
170
KWMG LLC
Kansas
$1.53M +$37.3K +737 +3%
KA
171
Kooman & Associates
Pennsylvania
$1.52M -$276K -5,464 -15%
PAG
172
Private Advisor Group
New Jersey
$1.39M -$539K -10,669 -28%
AWM
173
Able Wealth Management
New Jersey
$1.37M +$1.36M +26,935 New
AA
174
Ancora Advisors
Ohio
$1.29M -$2.02K -40 -0.2%
PSCM
175
Per Stirling Capital Management
Texas
$1.28M +$703K +13,913 +122%

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.