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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
FCA
201
FinTrust Capital Advisors
South Carolina
$988K -$467K -9,245 -32%
SWM
202
Spire Wealth Management
Virginia
$982K -$224K -4,422 -19%
CCMG
203
Clark Capital Management Group
Pennsylvania
$980K +$977K +19,314 New
WCFA
204
Walkner Condon Financial Advisors
Wisconsin
$974K -$1.49M -29,437 -61%
MAC
205
Mason & Associates (California)
California
$969K -$345K -6,818 -26%
ACG
206
Allen Capital Group
Nebraska
$957K +$953K +18,856 New
EFS
207
Essex Financial Services
Connecticut
$945K -$200K -3,946 -17%
CFS
208
Commonwealth Financial Services
West Virginia
$933K +$929K +18,381 New
AC
209
Abbrea Capital
California
$924K -$101K -2,000 -10%
IA
210
IAM Advisory
Pennsylvania
$912K +$15.1K +298 +2%
IIA
211
Integral Investment Advisors
California
$888K -$316K -6,250 -26%
AOWM
212
Alpha Omega Wealth Management
Virginia
$888K -$67.9K -1,343 -7%
HIM
213
Harbour Investment Management
Washington
$884K
DWP
214
Daymark Wealth Partners
Ohio
$838K
AC
215
Apella Capital
Connecticut
$838K +$59.3K +1,173 +8%
FWP
216
FAS Wealth Partners
Kansas
$827K -$111K -2,204 -12%
SFS
217
Starfox Financial Services
Texas
$822K -$445K -8,807 -35%
CTC
218
Central Trust Company
Missouri
$818K -$2.93K -58 -0.4%
GCA
219
Gradient Capital Advisors
California
$792K -$243K -4,798 -24%
FWM
220
Forza Wealth Management
Florida
$756K +$258K +5,100 +52%
ST
221
Sentinel Trust
Texas
$754K +$251K +4,960 +50%
MP
222
McDonald Partners
Ohio
$741K
Ameriprise
223
Ameriprise
Minnesota
$719K +$716K +14,169 New
REMPR
224
Roof Eidam Maycock Peralta (REMP)
California
$710K
RRA
225
Round Rock Advisors
Connecticut
$703K +$700K +13,852 New

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.