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JPMorgan Ultra-Short Municipal Income ETF

388 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 123 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+30
Holders Change %
+8.38%
% of All Funds
5.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
74
Increased
123
Reduced
152
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
Avaii Wealth Management
Wisconsin
$702K +$2.99K +59 +0.4%
RWA
227
Rooted Wealth Advisors
Illinois
$695K +$695K +13,715 New
VIM
228
Vista Investment Management
Pennsylvania
$690K -$71K -1,400 -9%
KWM
229
Kingsview Wealth Management
Oregon
$688K -$788K -15,536 -53%
EBWM
230
Eagle Bluffs Wealth Management
Missouri
$679K +$679K +13,346 New
CFA
231
Capstone Financial Advisors
Illinois
$660K -$1.21M -23,850 -65%
KAS
232
Kestra Advisory Services
Texas
$630K -$33.6K -663 -5%
WN
233
Williams & Novak
California
$619K +$619K +12,200 New
UWM
234
USAdvisors Wealth Management
Minnesota
$617K -$39.4K -776 -6%
ESB
235
Essex Savings Bank
Connecticut
$615K +$119K +2,352 +24%
SWP
236
Summit Wealth Partners
Florida
$614K +$41.3K +814 +7%
DWM
237
Dakota Wealth Management
Florida
$613K +$31K +610 +5%
HIF
238
Hill Island Financial
Michigan
$611K +$611K +12,046 New
SPIA
239
Steward Partners Investment Advisory
New York
$602K -$24.2K -477 -4%
WWC
240
Waypoint Wealth Counsel
Georgia
$597K -$72.2K -1,422 -11%
AHC
241
Adell Harriman & Carpenter
Texas
$596K
SCG
242
Sonata Capital Group
Washington
$594K -$25.1K -495 -4%
USCWA
243
U.S. Capital Wealth Advisors
Texas
$584K +$35.5K +700 +6%
HIP
244
HUB Investment Partners
Texas
$581K -$48.3K -952 -8%
RPC
245
Rossmore Private Capital
Connecticut
$578K -$73.8K -1,455 -11%
WB
246
Webster Bank
Connecticut
$574K -$20.3K -400 -3%
RWP
247
RWA Wealth Partners
Massachusetts
$568K +$568K +11,187 New
DC
248
Davenport & Co
Virginia
$553K +$167K +3,286 +43%
HI
249
Harbour Investments
Wisconsin
$543K +$421K +8,291 +343%
EH
250
Equitable Holdings
New York
$543K +$55.9K +1,102 +11%