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JPMorgan Ultra-Short Municipal Income ETF

358 hedge funds and large institutions have $1.94B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.71%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
34
Increased
105
Reduced
178
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
226
ProVise Management Group
Florida
$647K +$60.9K +1,208 +10%
TDC
227
Thompson Davis & Co
Virginia
$643K
PIA
228
Perennial Investment Advisors
California
$632K +$34.7K +688 +6%
HIP
229
HUB Investment Partners
Texas
$626K +$2.83K +56 +0.5%
SPIA
230
Steward Partners Investment Advisory
New York
$622K +$25.2K +500 +4%
SCG
231
Sonata Capital Group
Washington
$616K -$56.4K -1,117 -8%
HVP
232
Hudson Value Partners
Florida
$605K -$101K -2,000 -14%
AHC
233
Adell Harriman & Carpenter
Texas
$593K
WB
234
Webster Bank
Connecticut
$591K
TFO
235
Tarbox Family Office
California
$589K +$2.32K +46 +0.4%
MWM
236
Meridian Wealth Management
Kentucky
$587K +$213K +4,227 +57%
DWM
237
Dakota Wealth Management
Florida
$579K
Lido Advisors
238
Lido Advisors
California
$577K -$691K -13,696 -55%
PSCM
239
Per Stirling Capital Management
Texas
$574K
SWP
240
Summit Wealth Partners
Florida
$569K -$192K -3,799 -25%
RWA
241
Ropes Wealth Advisors
Massachusetts
$568K +$14.9K +296 +3%
WCM
242
WealthBridge Capital Management
Ohio
$552K -$107K -2,130 -16%
MWM
243
Mission Wealth Management
California
$547K +$547K +10,852 New
USCWA
244
U.S. Capital Wealth Advisors
Texas
$545K +$99.8K +1,979 +22%
KAM
245
Kraft Asset Management
Tennessee
$512K +$512K +10,152 New
FF
246
Financial Futures
New Jersey
$506K -$183K -3,631 -27%
SPI
247
Sutton Place Investors
New York
$505K
ST
248
Sentinel Trust
Texas
$499K +$499K +9,900 New
PWP
249
Principle Wealth Partners
Connecticut
$495K +$99.9K +1,980 +25%
FWM
250
Forza Wealth Management
Florida
$494K