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JPMorgan Ultra-Short Municipal Income ETF
JMST

291 hedge funds and large institutions have $1.42B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 14

41% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 76

14% more funds holding

Funds holding: 255 → 291 (+36)

7% more capital invested

Capital invested by funds: $1.32B → $1.42B (+$95.8M)

2.62% more ownership

Funds ownership: 59.47% → 62.1% (+2.6%)

17% less funds holding in top 10

Funds holding in top 10: 23 → 19 (-4)

Holders
291
Holders Change
+36
Holders Change %
+14.12%
% of All Funds
4.48%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.29%
New
54
Increased
107
Reduced
76
Closed
14
Calls
$1.79M
Puts
–
Net Calls
+$1.79M
Net Calls Change
+$1.76M

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$75.1M
2
CP
Corbenic Partners
Pennsylvania
+$52.6M
3
BA
Bridgewater Advisors
New York
+$19.1M
4
PP
Palladium Partners
Virginia
+$13.7M
5
Principal Financial Group
Principal Financial Group
Iowa
+$9.05M

Top Sellers

1
TC
TownSquare Capital
Utah
-$61.3M
2
AA
Auxano Advisors
Washington
-$37.1M
3
BTWM
Baker Tilly Wealth Management
Wisconsin
-$15M
4
Jane Street
Jane Street
New York
-$13.8M
5
JWCA
J.W. Cole Advisors
Florida
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$134M +$75.1M +1,470,649 +127%
CP
2
Corbenic Partners
Pennsylvania
$121M +$52.6M +1,029,923 +77%
HWM
3
HB Wealth Management
Georgia
$84.5M +$84.5M +1,655,135 New
PP
4
Palladium Partners
Virginia
$56.2M +$13.7M +268,781 +32%
TC
5
TownSquare Capital
Utah
$36M -$61.3M -1,201,551 -63%
VWM
6
Venturi Wealth Management
Texas
$35.1M -$1.92M -37,602 -5%
CCM
7
Covington Capital Management
California
$29.9M +$4.87M +95,485 +19%
Bank of America
8
Bank of America
North Carolina
$28.5M +$710K +13,919 +3%
KA
9
Klingman & Associates
New York
$27.7M +$2.94M +57,535 +12%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$27.6M -$789K -15,456 -3%
BA
11
Bridgewater Advisors
New York
$26.2M +$19.1M +374,591 +269%
WAM
12
Weatherly Asset Management
California
$24.3M +$4.17M +81,604 +21%
OCM
13
One Capital Management
California
$23.3M +$378K +7,407 +2%
UBS Group
14
UBS Group
Switzerland
$22.3M +$5.38M +105,478 +32%
B
15
Bailard
California
$22.1M +$22.7K +445 +0.1%
TW
16
Transform Wealth
Colorado
$19.6M +$820K +16,074 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$19.5M +$991K +19,423 +5%
EWA
18
EP Wealth Advisors
California
$18.6M -$107K -2,087 -0.6%
FFA
19
First Foundation Advisors
California
$16M -$110K -2,160 -0.7%
SC
20
Slow Capital
California
$14.4M +$1.26M +24,711 +10%
AP
21
Americana Partners
Texas
$14.2M -$1.8M -35,221 -11%
LPL Financial
22
LPL Financial
California
$13.6M -$256K -5,013 -2%
AP
23
Appleton Partners
Massachusetts
$12.8M +$856K +16,761 +7%
TCM
24
TD Capital Management
Tennessee
$12.6M +$3.92M +76,869 +45%
DY
25
Dowling & Yahnke
California
$12.4M +$7.26M +142,238 +140%
1
2 3 4 5

JMST Hedge Fund Activity: Q4 2021 in Review

291 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q4 2021, worth a combined $1.42B — up 7.3% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JMST positions and 14 closed out — a net gain of 40 holders — while 107 added to existing stakes and 76 trimmed.

The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $75.1M. The largest seller was TownSquare Capital, cutting an estimated $61.3M.

  • 291 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q4 2021, up from 255 in Q3 2021.
  • Funds reported $1.42B of JPMorgan Ultra-Short Municipal Income ETF stock for Q4 2021, up 7.3% quarter-over-quarter.
  • 54 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q4 2021 and 14 closed out, a net change of +40 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q4 2021 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $75.1M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q4 2021 was TownSquare Capital, an estimated $61.3M sold.

Based on aggregated 13F filings for Q4 2021.