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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
APW
176
Acima Private Wealth
Virginia
$1.01M -$417K -8,256 -29%
SSWM
177
Sheets Smith Wealth Management
North Carolina
$1.01M +$805K +15,931 +400%
ACG
178
Allen Capital Group
Nebraska
$999K
VA
179
Valmark Advisers
Ohio
$983K -$1.81M -35,753 -65%
RHP
180
Royal Harbor Partners
Texas
$950K +$948K +18,759 New
FMP
181
Financial Management Professionals
Texas
$946K -$289K -5,715 -23%
NC
182
NewSquare Capital
Pennsylvania
$883K +$881K +17,430 New
SFG
183
Sage Financial Group
Pennsylvania
$878K +$210K +4,157 +32%
VIM
184
Vista Investment Management
Pennsylvania
$878K +$394K +7,799 +82%
SA
185
SAM Advisors
California
$839K -$101K -2,003 -11%
Wells Fargo
186
Wells Fargo
California
$834K +$53.9K +1,067 +7%
SCG
187
Sonata Capital Group
Washington
$829K -$107K -2,113 -11%
Principal Financial Group
188
Principal Financial Group
Iowa
$816K -$13.7M -271,454 -94%
SWP
189
Summit Wealth Partners
Florida
$814K +$337K +6,662 +71%
CWAF
190
Core Wealth Advisors (Florida)
Florida
$802K +$800K +15,832 New
LWP
191
Laurel Wealth Planning
Minnesota
$792K +$371K +7,335 +88%
FCFC
192
First Citizens Financial Corp
Iowa
$788K -$175K -3,456 -18%
DT
193
Daniels + Tansey
Delaware
$762K
NA
194
Nottingham Advisors
New York
$752K -$50.5K -1,000 -6%
SBL
195
Sargent Bickham Lagudis
Colorado
$739K +$24.1K +476 +3%
OPS
196
Orion Portfolio Solutions
Nebraska
$738K -$720K -14,253 -49%
PSIWM
197
Paradigm Strategies in Wealth Management
Minnesota
$733K -$139K -2,755 -16%
Lido Advisors
198
Lido Advisors
California
$731K
PCWA
199
Pacific Capital Wealth Advisors
California
$703K -$15K -296 -2%
RWA
200
Ropes Wealth Advisors
Massachusetts
$684K -$13.9K -276 -2%

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.