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JPMorgan Ultra-Short Municipal Income ETF
JMST

304 hedge funds and large institutions have $2.79B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more capital invested

Capital invested by funds: $1.42B → $2.79B (+$1.38B)

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

21% more funds holding in top 10

Funds holding in top 10: 19 → 23 (+4)

14.86% more ownership

Funds ownership: 62.1% → 76.96% (+15%)

4% more funds holding

Funds holding: 291 → 304 (+13)

3% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 116

Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.79%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
41
Increased
112
Reduced
116
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.37B
2
SFA
Sequoia Financial Advisors
Ohio
+$22.2M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$19.6M
4
TWM
TMD Wealth Management
Arizona
+$14.7M
5
William Blair & Company
William Blair & Company
Illinois
+$14.4M

Top Sellers

1
CP
Corbenic Partners
Pennsylvania
-$69M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$40.4M
3
PP
Palladium Partners
Virginia
-$33.1M
4
B
Bailard
California
-$14.1M
5
HWM
HB Wealth Management
Georgia
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.39B +$1.37B +26,888,421 +4,815%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$92.7M -$40.4M -794,921 -30%
HWM
3
HB Wealth Management
Georgia
$72.9M -$10.9M -214,858 -13%
CP
4
Corbenic Partners
Pennsylvania
$51M -$69M -1,357,577 -57%
TC
5
TownSquare Capital
Utah
$34.7M -$1.03M -20,339 -3%
VWM
6
Venturi Wealth Management
Texas
$30.1M -$4.73M -93,113 -14%
KA
7
Klingman & Associates
New York
$27M -$495K -9,744 -2%
WAM
8
Weatherly Asset Management
California
$26.5M +$2.37M +46,700 +10%
UBS Group
9
UBS Group
Switzerland
$24.5M +$2.44M +48,010 +11%
OCM
10
One Capital Management
California
$24.1M +$955K +18,809 +4%
BA
11
Bridgewater Advisors
New York
$23.6M -$2.38M -46,781 -9%
CCM
12
Covington Capital Management
California
$23.1M -$6.64M -130,675 -22%
PP
13
Palladium Partners
Virginia
$22.7M -$33.1M -652,535 -59%
SFA
14
Sequoia Financial Advisors
Ohio
$22.1M +$22.2M +436,096 New
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$21.8M -$5.58M -109,930 -20%
DY
16
Dowling & Yahnke
California
$21.8M +$9.48M +186,642 +77%
SC
17
Slow Capital
California
$20.8M +$6.51M +128,063 +45%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$19.9M +$19.6M +386,548 +6,140%
EWA
19
EP Wealth Advisors
California
$19.7M +$1.33M +26,180 +7%
AA
20
Auxano Advisors
Washington
$19.4M +$13.2M +260,595 +213%
FFA
21
First Foundation Advisors
California
$19.2M +$3.35M +65,892 +21%
KCM
22
Kathmere Capital Management
Pennsylvania
$18.6M +$9.19M +180,831 +97%
HighTower Advisors
23
HighTower Advisors
Illinois
$17.9M -$1.42M -28,027 -7%
LPL Financial
24
LPL Financial
California
$16.8M +$3.34M +65,692 +25%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$15.5M +$13.1M +257,969 +539%
1
2 3 4 5

JMST Hedge Fund Activity: Q1 2022 in Review

304 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q1 2022, worth a combined $2.79B — up 97% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JMST positions and 27 closed out — a net gain of 14 holders — while 112 added to existing stakes and 116 trimmed.

The largest buyer was Bank of America, adding an estimated $1.37B. The largest seller was Corbenic Partners, cutting an estimated $69M.

  • 304 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q1 2022, up from 291 in Q4 2021.
  • Funds reported $2.79B of JPMorgan Ultra-Short Municipal Income ETF stock for Q1 2022, up 97% quarter-over-quarter.
  • 41 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q1 2022 and 27 closed out, a net change of +14 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q1 2022 was Bank of America, an estimated $1.37B added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q1 2022 was Corbenic Partners, an estimated $69M sold.

Based on aggregated 13F filings for Q1 2022.