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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 %
WAM
251
WNY Asset Management
New York
$493K
ESB
252
Essex Savings Bank
Connecticut
$492K
MSFS
253
Main Street Financial Solutions
Pennsylvania
$487K -$430K -8,514 -47%
EH
254
Equitable Holdings
New York
$485K -$25.2K -499 -5%
OWM
255
Opes Wealth Management
California
$477K
ACS
256
Archford Capital Strategies
Illinois
$467K +$1.16K +23 +0.2%
DT
257
Daniels + Tansey
Delaware
$466K -$8.9M -28,193 -95%
SFO
258
Stokes Family Office
Louisiana
$464K +$464K +9,204 New
HL
259
HeadInvest LLC
Maine
$461K -$45.3K -900 -9%
TNBTD
260
Trustmark National Bank Trust Department
Mississippi
$454K -$101K -2,000 -18%
RHP
261
Royal Harbor Partners
Texas
$448K
CMBA
262
C.M. Bidwell & Associates
Hawaii
$447K
SFG
263
Sage Financial Group
Pennsylvania
$446K -$33.9K -671 -7%
GWM
264
Gray Wealth Management
Maine
$446K
MC
265
Middleton & Co
Massachusetts
$439K
IA
266
Insight Advisors
Pennsylvania
$434K -$25.2K -500 -5%
PCIA
267
Prime Capital Investment Advisors
Kansas
$433K -$75.7K -1,500 -15%
SS
268
Sunbelt Securities
Texas
$424K -$7.42K -147 -2%
AF
269
Allworth Financial
California
$417K -$7.21K -143 -2%
HCM
270
Hutchinson Capital Management
California
$411K
TP
271
Tranquility Partners
Tennessee
$410K +$410K +8,123 New
CWM
272
Connecticut Wealth Management
Connecticut
$403K -$89.7K -1,777 -18%
WCM
273
Windsor Capital Management
Arizona
$396K +$12.3K +243 +3%
PCP
274
Proficio Capital Partners
Massachusetts
$394K
YWS
275
Yarger Wealth Strategies
Ohio
$392K -$164K -3,247 -29%