JPMorgan Ultra-Short Municipal Income ETF
JMST
302 hedge funds and large institutions have $2.68B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 131 reducing their positions, and 36 closing their positions.
11% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 36
4.23% more ownership
Funds ownership: 76.61% → 80.84% (+4.2%)
0% more funds holding
Funds holding: 302 → 302 (0)
0% more funds holding in top 10
Funds holding in top 10: 23 → 23 (0)
4% less capital invested
Capital invested by funds: $2.79B → $2.68B (-$112M)
21% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 131
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$40M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$28.3M |
| 3 |
Cerity Partners
New York
|
+$18.3M |
| 4 |
MWC
MBM Wealth Consultants
Chesterfield,
Missouri
|
+$17.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$103M |
| 2 |
CP
Corbenic Partners
Bethlehem,
Pennsylvania
|
-$51M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$44.9M |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$28.4M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$13.7M |
JMST Hedge Fund Activity: Q2 2022 in Review
302 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q2 2022, worth a combined $2.68B — down 4% from $2.79B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new JMST positions and 36 closed out — a net gain of 4 holders — while 104 added to existing stakes and 131 trimmed.
The largest buyer was Fiduciary Trust, adding an estimated $40M. The largest seller was Bank of America, cutting an estimated $103M.
- 302 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $2.68B of JPMorgan Ultra-Short Municipal Income ETF stock for Q2 2022, down 4% quarter-over-quarter.
- 40 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q2 2022 and 36 closed out, a net change of +4 holders.
- The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q2 2022 was Fiduciary Trust, an estimated $40M added.
- The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q2 2022 was Bank of America, an estimated $103M sold.
Based on aggregated 13F filings for Q2 2022.