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JPMorgan Ultra-Short Municipal Income ETF
JMST

18 hedge funds and large institutions have $45.6M invested in JPMorgan Ultra-Short Municipal Income ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more funds holding

Funds holding: 7 → 18 (+11)

27% more capital invested

Capital invested by funds: $35.9M → $45.6M (+$9.76M)

32.6% less ownership

Funds ownership: 119% → 86.39% (-33%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
18
Holders Change
+11
Holders Change %
+157.14%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CM
Capital Management
Virginia
+$3.78M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.19M
3
CPIG
Chicago Partners Investment Group
Illinois
+$1.92M
4
Jane Street
Jane Street
New York
+$1.53M
5
WPSG
Wealth & Pension Services Group
Georgia
+$599K

Top Sellers

Rank Fund Capital Flow
1
SFG
Sage Financial Group
Pennsylvania
-$1.69M
2
MWP
MYCIO Wealth Partners
Pennsylvania
-$776K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$25.1M – – –
SFG
2
Sage Financial Group
Pennsylvania
$4.14M -$1.69M -33,649 -29%
CM
3
Capital Management
Virginia
$3.78M +$3.78M +75,095 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.19M +$2.19M +43,477 New
CG
5
CFO4Life Group
Texas
$2.01M – – –
CPIG
6
Chicago Partners Investment Group
Illinois
$1.92M +$1.92M +38,123 New
Jane Street
7
Jane Street
New York
$1.53M +$1.53M +30,473 New
AF
8
Allworth Financial
California
$1.02M – – –
PP
9
Palladium Partners
Virginia
$780K +$106K +2,110 +16%
WPSG
10
Wealth & Pension Services Group
Georgia
$599K +$599K +11,905 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$585K +$586K +11,635 New
CFG
12
Cooper Financial Group
California
$483K +$483K +9,600 New
Bank of America
13
Bank of America
North Carolina
$374K +$374K +7,438 New
NCM
14
Northwest Capital Management
Oregon
$339K +$339K +6,739 New
CWA
15
Cypress Wealth Advisors
California
$296K – – –
MWP
16
MYCIO Wealth Partners
Pennsylvania
$257K -$776K -15,416 -75%
LPL Financial
17
LPL Financial
California
$229K +$229K +4,543 New
Morgan Stanley
18
Morgan Stanley
New York
$54K +$54.1K +1,075 New

JMST Hedge Fund Activity: Q1 2019 in Review

18 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q1 2019, worth a combined $45.6M — up 27% from $35.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JMST positions and 0 closed out — a net gain of 11 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Capital Management, opening a new position worth an estimated $3.78M. The largest seller was Sage Financial Group, cutting an estimated $1.69M.

  • 18 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q1 2019, up from 7 in Q4 2018.
  • Funds reported $45.6M of JPMorgan Ultra-Short Municipal Income ETF stock for Q1 2019, up 27% quarter-over-quarter.
  • 11 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q1 2019 and 0 closed out, a net change of +11 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q1 2019 was Capital Management, an estimated $3.78M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q1 2019 was Sage Financial Group, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2019.