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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 %
DC
276
Davenport & Co
Virginia
$384K +$57K +1,130 +17%
PWM
277
Prosperity Wealth Management
California
$384K +$384K +7,603 New
RWA
278
Rainsberger Wealth Advisors
Colorado
$383K +$1.06K +21 +0.3%
SFB
279
STAR Financial Bank
Indiana
$382K -$8.58K -170 -2%
RA
280
RFG Advisory
Alabama
$379K +$379K +7,507 New
PA
281
PFG Advisors
Arizona
$368K +$20.7K +410 +6%
HSA
282
HBK Sorce Advisory
Pennsylvania
$357K -$2.98K -59 -0.8%
BCP
283
Blue Chip Partners
Michigan
$355K +$2.88K +57 +0.8%
Comerica Bank
284
Comerica Bank
Texas
$354K +$354K +7,025 New
RA
285
Ruggaard & Associates
Ohio
$353K +$353K +7,000 New
EA
286
Ergawealth Advisors
Illinois
$352K -$338K -6,704 -49%
SS
287
Simplicity Solutions
Minnesota
$352K -$1.05M -20,747 -75%
BFG
288
Bleakley Financial Group
New Jersey
$352K -$1.05M -20,747 -75%
CAL
289
Capital Advisors Ltd
Ohio
$351K
MPW
290
Monterey Private Wealth
California
$345K -$24K -476 -7%
AUB
291
Atlantic Union Bankshares
Virginia
$344K -$43.6K -865 -11%
WWM
292
Western Wealth Management
Colorado
$338K +$127K +2,521 +60%
BWM
293
BlackDiamond Wealth Management
New York
$328K +$328K +6,495 New
FLPIM
294
F.L. Putnam Investment Management
Massachusetts
$324K
BW
295
Bison Wealth
Georgia
$321K -$87.7K -1,738 -21%
William Blair & Company
296
William Blair & Company
Illinois
$316K -$758K -15,027 -71%
OFP
297
OLIO Financial Planning
Virginia
$306K +$26.2K +519 +9%
SJL
298
Shayne & Jacobs LLC
Tennessee
$303K +$303K +6,000 New
AA
299
AlphaCentric Advisors
Puerto Rico
$303K +$303K +6,000 New
GDP
300
Great Diamond Partners
Maine
$300K +$300K +5,947 New