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JPMorgan Ultra-Short Municipal Income ETF

355 hedge funds and large institutions have $1.97B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.83B → $1.97B (+$138M)

2.35% more ownership

Funds ownership: 73.81%76.16% (+2.3%)

3% less funds holding

Funds holding: 366355 (-11)

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

34% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 167

Holders
355
Holders Change
-11
Holders Change %
-3.01%
% of All Funds
5.57%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
33
Increased
110
Reduced
167
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
201
Acima Private Wealth
Virginia
$952K
MSFS
202
Main Street Financial Solutions
Pennsylvania
$920K -$32.4K -640 -3%
LA
203
LexAurum Advisors
Kansas
$907K -$166K -3,281 -15%
FMP
204
Financial Management Professionals
Texas
$896K +$14.2K +280 +2%
NW
205
Naviter Wealth
Arkansas
$879K +$879K +17,361 New
SWP
206
Stratos Wealth Partners
Ohio
$875K +$407K +8,035 +87%
DSA
207
Droms Strauss Advisors
Missouri
$857K -$272K -5,377 -24%
IA
208
IFG Advisory
Georgia
$829K -$53.1K -1,050 -6%
NL
209
NWAM LLC
Washington
$819K -$2.39M -47,246 -75%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$814K +$813K +16,068 New
IA
211
IAM Advisory
Pennsylvania
$774K +$4K +79 +0.5%
PAS
212
Park Avenue Securities
New York
$773K +$772K +15,254 New
AC
213
Apella Capital
Connecticut
$771K +$770K +15,215 New
SWP
214
Summit Wealth Partners
Florida
$764K -$47K -928 -6%
VIM
215
Vista Investment Management
Pennsylvania
$760K +$50.6K +1,000 +7%
KAS
216
Kestra Advisory Services
Texas
$753K -$82.9K -1,638 -10%
PTC
217
Private Trust Company
Ohio
$747K +$42.1K +832 +6%
MP
218
McDonald Partners
Ohio
$739K
AHC
219
Anderson Hoagland & Co
Missouri
$730K -$23.2M -457,828 -97%
AWM
220
Avaii Wealth Management
Wisconsin
$727K -$60.7K -1,200 -8%
FCFC
221
First Citizens Financial Corp
Iowa
$726K +$725K +14,326 New
OIA
222
OneDigital Investment Advisors
Kansas
$714K -$2.02K -40 -0.3%
KW
223
KWB Wealth
California
$713K +$1.82K +36 +0.3%
HVP
224
Hudson Value Partners
Florida
$709K -$177K -3,500 -20%
REMPR
225
Roof Eidam Maycock Peralta (REMP)
California
$709K -$1.71M -33,800 -71%

JMST Hedge Fund Activity: Q2 2023 in Review

355 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q2 2023, worth a combined $1.97B — up 7.6% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of JMST and 33 opened new positions — a net loss of 9 holders — while 167 trimmed existing stakes and 110 added.

The largest buyer was Fidelity Investments, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $28M.

  • 355 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q2 2023, down from 366 in Q1 2023.
  • Funds reported $1.97B of JPMorgan Ultra-Short Municipal Income ETF stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 33 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q2 2023 and 42 closed out, a net change of -9 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q2 2023 was Fidelity Investments, an estimated $208M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q2 2023 was Bank of America, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2023.