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JPMorgan Ultra-Short Municipal Income ETF

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

4% more funds holding

Funds holding: 353366 (+13)

6.01% less ownership

Funds ownership: 79.82%73.81% (-6%)

9% less capital invested

Capital invested by funds: $2.01B → $1.83B (-$179M)

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

27% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 158

Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.83%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MF
326
Meridian Financial
Massachusetts
$231K +$230K +4,547 New
TCWM
327
Total Clarity Wealth Management
Illinois
$227K +$25.3K +500 +13%
NC
328
NovaPoint Capital
Georgia
$224K
AWA
329
Acorn Wealth Advisors
Michigan
$224K +$20.8K +411 +10%
PCM
330
Parsons Capital Management
Rhode Island
$218K -$36.7K -725 -14%
LAM
331
LifePro Asset Management
California
$214K
CAG
332
Curtis Advisory Group
California
$211K -$104K -2,051 -33%
HSWM
333
Hubbell Strickland Wealth Management
Louisiana
$211K
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$206K
FPCP
335
Fort Point Capital Partners
California
$204K
SSWM
336
Sheets Smith Wealth Management
North Carolina
$202K
HI
337
Harbour Investments
Wisconsin
$172K +$42.9K +847 +33%
KFI
338
Key Financial Inc
Pennsylvania
$171K +$108K +2,133 +173%
TFM
339
TFC Financial Management
Massachusetts
$151K -$36.4K -719 -19%
AAS
340
Ameritas Advisory Services
Nebraska
$136K +$136K +2,686 New
AC
341
Arjuna Capital
North Carolina
$135K +$135K +2,666 New
AF
342
Advisornet Financial
Minnesota
$124K +$64.7K +1,278 +110%
JWM
343
Janiczek Wealth Management
Colorado
$123K -$58.2K -1,150 -32%
PFBT
344
Parkside Financial Bank & Trust
Missouri
$122K
CTA
345
Colonial Trust Advisors
South Carolina
$113K +$709 +14 +0.6%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$111K
EWM
347
EPG Wealth Management
Georgia
$108K +$6.18K +122 +6%
SS
348
Sunbelt Securities
Texas
$105K +$105K +2,070 New
WPA
349
West Paces Advisors
Georgia
$92.9K +$4.81K +95 +5%
PGAM
350
Princeton Global Asset Management
New Jersey
$88.9K