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JPMorgan Ultra-Short Municipal Income ETF

432 hedge funds and large institutions have $2.22B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 191 increasing their positions, 134 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
6.25%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
53
Increased
191
Reduced
134
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIP
251
WealthCare Investment Partners
Rhode Island
$787K +$16.1K +317 +2%
WCFA
252
Walkner Condon Financial Advisors
Wisconsin
$785K -$146K -2,865 -16%
VIM
253
Vista Investment Management
Pennsylvania
$770K +$76.8K +1,508 +11%
FWM
254
Forza Wealth Management
Florida
$759K
GWSG
255
GPS Wealth Strategies Group
Colorado
$756K +$15.4K +302 +2%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$750K -$194K -3,810 -21%
MTWM
257
Masso Torrence Wealth Management
New Jersey
$746K +$151K +2,965 +25%
MP
258
McDonald Partners
Ohio
$744K
NA
259
Nottingham Advisors
New York
$727K +$328K +6,435 +82%
JBA
260
Johnson Bixby & Associates
Washington
$727K
UWM
261
USAdvisors Wealth Management
Minnesota
$724K +$40.8K +801 +6%
AOWM
262
Alpha Omega Wealth Management
Virginia
$717K -$161K -3,152 -18%
GI
263
GAMMA Investing
California
$715K +$58.8K +1,155 +9%
CWM
264
Centurion Wealth Management
Virginia
$710K +$710K +13,940 New
ATC
265
Argent Trust Co
Tennessee
$700K +$700K +13,741 New
LWA
266
Lineweaver Wealth Advisors
Ohio
$699K +$35K +687 +5%
NL
267
NWAM LLC
Washington
$689K +$274K +5,380 +66%
CW
268
CreativeOne Wealth
Kansas
$680K +$367K +7,204 +117%
PCM
269
Pennsylvania Capital Management
Pennsylvania
$662K +$662K +12,988 New
PWA
270
Peterson Wealth Advisors
Utah
$660K +$248K +4,869 +60%
PCM
271
Presidio Capital Management
California
$658K +$59K +1,159 +10%
CWM
272
Collaborative Wealth Management
Florida
$657K +$46.2K +907 +8%
SIA
273
Soltis Investment Advisors
Utah
$652K +$4.43K +87 +0.7%
SWP
274
Summit Wealth Partners
Florida
$636K
HIF
275
Hill Island Financial
Michigan
$628K +$5.2K +102 +0.8%