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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 %
TC
301
TownSquare Capital
Utah
$500K +$113K +2,227 +29%
TNBTD
302
Trustmark National Bank Trust Department
Mississippi
$498K -$5.09K -100 -1%
LSIA
303
LaSalle St. Investment Advisors
Illinois
$497K +$92.1K +1,809 +23%
AWS
304
Atria Wealth Solutions
New York
$489K +$82.6K +1,622 +20%
AQR Capital Management
305
AQR Capital Management
Connecticut
$479K +$479K +9,413 New
BEI
306
Benjamin Edwards Inc
Missouri
$479K +$479K +9,390 New
CWS
307
Confluence Wealth Services
Pennsylvania
$474K +$25.5K +500 +6%
WA
308
Waverly Advisors
Alabama
$468K +$662 +13 +0.1%
SS
309
Sunbelt Securities
Texas
$466K +$50K +982 +12%
RWA
310
Roberts Wealth Advisors
California
$465K
RJT
311
Raymond James Trust
Florida
$463K +$73.3K +1,438 +19%
BFO
312
Boston Family Office
Massachusetts
$458K -$35.7K -700 -7%
WAM
313
WNY Asset Management
New York
$458K -$39.8K -782 -8%
BFIM
314
Beese Fulmer Investment Management
Ohio
$456K
RHP
315
Royal Harbor Partners
Texas
$453K
CMBA
316
C.M. Bidwell & Associates
Hawaii
$452K
GGV
317
GG Group Ventures
Florida
$451K -$89.7K -1,766 -17%
CWM
318
Connecticut Wealth Management
Connecticut
$446K +$38K +746 +9%
RA
319
RFG Advisory
Alabama
$446K -$10.5K -206 -2%
HF
320
HRT Financial
New York
$434K +$434K +8,529 New
CWM
321
Cahaba Wealth Management
Georgia
$424K +$143K +2,812 +51%
RDFA
322
Ritter Daniher Financial Advisory
Ohio
$419K -$525K -10,300 -56%
OIA
323
OneDigital Investment Advisors
Kansas
$417K -$50.4K -990 -11%
HB
324
HTLF Bank
Colorado
$416K +$12.9K +253 +3%
RA
325
Ruggaard & Associates
Ohio
$413K +$56K +1,100 +16%