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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 %
AWM
276
Avaii Wealth Management
Wisconsin
$624K
SFG
277
Sage Financial Group
Pennsylvania
$624K +$764 +15 +0.1%
IDA
278
Intelligence Driven Advisers
California
$622K +$622K +12,208 New
SPC
279
Sigma Planning Corp
Michigan
$621K +$53.4K +1,048 +9%
DWM
280
Dakota Wealth Management
Florida
$616K
JSW
281
Journey Strategic Wealth
New Jersey
$614K -$30.1K -591 -5%
EFS
282
Essex Financial Services
Connecticut
$609K -$1.14M -22,519 -65%
WB
283
Webster Bank
Connecticut
$602K
AHC
284
Adell Harriman & Carpenter
Texas
$599K
TAM
285
Titleist Asset Management
Texas
$598K -$169K -3,317 -22%
CFA
286
Capstone Financial Advisors
Illinois
$589K -$22.4K -440 -4%
SFA
287
Souders Financial Advisors
Ohio
$579K +$31.7K +622 +6%
TSWM
288
Tyler-Stone Wealth Management
Ohio
$571K +$174K +3,416 +44%
HI
289
Harbour Investments
Wisconsin
$558K +$357 +7 +0.1%
KCIC
290
Kuhn & Co Investment Counsel
Illinois
$544K +$19.2K +376 +4%
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$543K -$423K -8,289 -44%
William Blair & Company
292
William Blair & Company
Illinois
$541K +$80.9K +1,588 +18%
SCG
293
Sonata Capital Group
Washington
$531K +$531K +10,422 New
SMG
294
Smart Money Group
Texas
$516K +$148K +2,906 +40%
BWM
295
BlackDiamond Wealth Management
New York
$513K -$3.55K -70 -0.7%
NCM
296
NCM Capital Management
New Jersey
$508K +$168K +3,300 +49%
PCA
297
Pallas Capital Advisors
Massachusetts
$508K
TFO
298
Tarbox Family Office
California
$505K +$2.5K +49 +0.5%
VA
299
Valmark Advisers
Ohio
$502K -$2.19K -43 -0.4%
IA
300
IAM Advisory
Pennsylvania
$502K +$4.13K +81 +0.8%