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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 %
GC
301
Gratus Capital
Georgia
$292K -$41.7K -827 -12%
BFEC
302
Benjamin F. Edwards & Company
Missouri
$291K +$108K +2,145 +59%
LSIA
303
LaSalle St. Investment Advisors
Illinois
$291K +$291K +5,785 New
TC
304
TownSquare Capital
Utah
$289K -$190K -3,761 -40%
PCM
305
Pennsylvania Capital Management
Pennsylvania
$289K -$11.4K -225 -4%
VA
306
Valmark Advisers
Ohio
$276K -$46.4K -920 -14%
WIP
307
WealthCare Investment Partners
Rhode Island
$273K -$71.8K -1,428 -21%
EIA
308
Eldridge Investment Advisors
New Hampshire
$271K -$10.1K -200 -4%
SFA
309
Souders Financial Advisors
Ohio
$269K +$269K +5,330 New
JWCA
310
J.W. Cole Advisors
Florida
$260K -$12.9K -255 -5%
ICM
311
IMS Capital Management
Oregon
$260K -$63.1K -1,250 -20%
RPSA
312
Richard P. Slaughter Associates
Texas
$257K +$257K +5,095 New
SAG
313
SageView Advisory Group
California
$256K
WWP
314
WR Wealth Planners
Missouri
$253K +$2.62K +52 +1%
BFIM
315
Beese Fulmer Investment Management
Ohio
$249K
IAA
316
Independent Advisor Alliance
North Carolina
$249K +$249K +4,929 New
JJBC
317
James J. Burns & Company
New York
$248K -$61.6K -1,220 -20%
CWM
318
Collaborative Wealth Management
Florida
$244K +$244K +4,846 New
JMFC
319
J.M. Forbes & Co
Massachusetts
$242K +$242K +4,801 New
SFG
320
StrategIQ Financial Group
Indiana
$242K +$7.32K +145 +3%
SPC
321
Sigma Planning Corp
Michigan
$238K +$238K +4,708 New
SIG
322
Spinnaker Investment Group
California
$234K +$234K +4,641 New
MF
323
Meridian Financial
Massachusetts
$232K +$1.26K +25 +0.5%
TCWM
324
Total Clarity Wealth Management
Illinois
$230K +$4.54K +90 +2%
PCM
325
Parsons Capital Management
Rhode Island
$217K