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JPMorgan Ultra-Short Municipal Income ETF

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

4% more funds holding

Funds holding: 353366 (+13)

6.01% less ownership

Funds ownership: 79.82%73.81% (-6%)

9% less capital invested

Capital invested by funds: $2.01B → $1.83B (-$179M)

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

27% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 158

Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.83%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
226
Vista Investment Management
Pennsylvania
$711K -$223K -4,408 -24%
KW
227
KWB Wealth
California
$709K -$20.5K -404 -3%
FF
228
Financial Futures
New Jersey
$709K -$326K -6,437 -32%
PTC
229
Private Trust Company
Ohio
$706K +$263K +5,200 +60%
CAL
230
Capital Advisors Ltd
Ohio
$703K
FPAS
231
Focus Partners Advisor Solutions
Missouri
$680K +$43.6K +862 +7%
WCM
232
WealthBridge Capital Management
Ohio
$667K +$4.81K +95 +0.7%
SFG
233
Sage Financial Group
Pennsylvania
$664K -$103K -2,039 -13%
TDC
234
Thompson Davis & Co
Virginia
$648K -$6.33K -125 -1%
AWM
235
Axxcess Wealth Management
California
$640K -$64.2K -1,267 -9%
HIP
236
HUB Investment Partners
Texas
$635K -$709 -14 -0.1%
SPIA
237
Steward Partners Investment Advisory
New York
$601K +$599K +11,836 New
AHC
238
Adell Harriman & Carpenter
Texas
$597K
TC
239
TownSquare Capital
Utah
$596K -$65.3K -1,289 -10%
UWM
240
USAdvisors Wealth Management
Minnesota
$596K -$29.4K -580 -5%
Northern Trust
241
Northern Trust
Illinois
$583K +$581K +11,470 New
PSCM
242
Per Stirling Capital Management
Texas
$578K -$95.6K -1,888 -14%
CW
243
CreativeOne Wealth
Kansas
$577K +$203 +4 +0%
RWA
244
Ropes Wealth Advisors
Massachusetts
$574K -$31K -613 -5%
CWM
245
Connecticut Wealth Management
Connecticut
$572K
IWC
246
Integrated Wealth Concepts
Massachusetts
$569K +$101 +2 +0%
SPI
247
Sutton Place Investors
New York
$559K
TNBTD
248
Trustmark National Bank Trust Department
Mississippi
$559K
DWM
249
Dakota Wealth Management
Florida
$556K +$25.3K +500 +5%
HL
250
HeadInvest LLC
Maine
$550K