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JPMorgan Ultra-Short Municipal Income ETF

388 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 123 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+30
Holders Change %
+8.38%
% of All Funds
5.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
74
Increased
123
Reduced
152
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Prudential Financial
326
Prudential Financial
New Jersey
$273K +$273K +5,376 New
NP
327
NorthRock Partners
Minnesota
$265K +$265K +5,199 New
BC
328
Brio Consultants
California
$264K +$264K +5,201 New
RPSA
329
Richard P. Slaughter Associates
Texas
$264K +$5.33K +105 +2%
ICM
330
IMS Capital Management
Oregon
$261K
NA
331
Nottingham Advisors
New York
$254K +$254K +5,000 New
BFIM
332
Beese Fulmer Investment Management
Ohio
$251K
JJBC
333
James J. Burns & Company
New York
$250K +$963 +19 +0.4%
SFB
334
STAR Financial Bank
Indiana
$248K -$136K -2,676 -35%
WWM
335
Western Wealth Management
Colorado
$247K -$92.8K -1,830 -27%
PWM
336
Prosperity Wealth Management
California
$247K -$139K -2,743 -36%
TC
337
TownSquare Capital
Utah
$246K -$44.5K -877 -15%
EIA
338
Eldridge Investment Advisors
New Hampshire
$244K -$29.5K -581 -11%
JMFC
339
J.M. Forbes & Co
Massachusetts
$244K
FLPIM
340
F.L. Putnam Investment Management
Massachusetts
$242K -$83.7K -1,650 -26%
WFA
341
WMG Financial Advisors
Tennessee
$241K +$241K +4,740 New
EWMCB
342
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$237K +$237K +4,672 New
MF
343
Meridian Financial
Massachusetts
$234K +$1.32K +26 +0.6%
RWA
344
Rainsberger Wealth Advisors
Colorado
$234K -$151K -2,978 -39%
CL
345
Choreo LLC
Illinois
$233K -$617K -12,118 -73%
Envestnet Portfolio Solutions
346
Envestnet Portfolio Solutions
Illinois
$223K +$223K +4,387 New
BFA
347
Beaumont Financial Advisors
Massachusetts
$221K +$221K +4,353 New
SWP
348
Semus Wealth Partners
Florida
$218K +$1.83K +36 +0.8%
HSWM
349
Hubbell Strickland Wealth Management
Louisiana
$211K
PFA
350
Pathway Financial Advisors
Vermont
$210K +$210K +4,133 New