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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
WCM
201
WealthBridge Capital Management
Ohio
$670K +$423K +8,363 +172%
MML Investors Services
202
MML Investors Services
Massachusetts
$634K +$294K +5,823 +87%
SPA
203
Shore Point Advisors
New Jersey
$632K +$431K +8,523 +216%
PFP
204
Paragon Financial Partners
California
$621K -$49.7K -983 -7%
AUB
205
Atlantic Union Bankshares
Virginia
$619K -$78.1K -1,546 -11%
CW
206
CreativeOne Wealth
Kansas
$617K -$396K -7,842 -39%
MA
207
Modus Advisors
Minnesota
$609K -$120K -2,376 -17%
BWG
208
Beta Wealth Group
California
$606K -$197K -3,903 -25%
FCA
209
FinTrust Capital Advisors
South Carolina
$604K -$673K -13,325 -53%
HL
210
HeadInvest LLC
Maine
$596K -$91K -1,800 -13%
NEPWA
211
New England Private Wealth Advisors
Massachusetts
$595K
CAG
212
Curtis Advisory Group
California
$580K +$579K +11,454 New
Morgan Stanley
213
Morgan Stanley
New York
$578K +$49.2K +973 +9%
Creative Planning
214
Creative Planning
Kansas
$567K -$92.1K -1,823 -14%
SPI
215
Sutton Place Investors
New York
$557K
SW
216
StrongBox Wealth
Missouri
$540K -$225K -4,450 -29%
IA
217
Insight Advisors
Pennsylvania
$532K +$212K +4,200 +67%
DWM
218
Dakota Wealth Management
Florida
$530K +$51.6K +1,020 +11%
WCM
219
Windsor Capital Management
Arizona
$516K -$12.4K -246 -2%
TI
220
Tidal Investments
Wisconsin
$507K +$202K +4,000 +67%
MP
221
McDonald Partners
Ohio
$507K +$505K +10,000 New
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$503K +$7.93K +157 +2%
AWA
223
Amplius Wealth Advisors
Pennsylvania
$501K -$241K -4,772 -33%
EH
224
Equitable Holdings
New York
$497K -$65.7K -1,299 -12%
RPWA
225
Regent Peak Wealth Advisors
Georgia
$495K

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.