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JPMorgan Ultra-Short Municipal Income ETF

404 hedge funds and large institutions have $1.96B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 142 increasing their positions, 152 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+16
Holders Change %
+4.12%
% of All Funds
5.86%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
49
Increased
142
Reduced
152
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EA
326
Ergawealth Advisors
Illinois
$309K +$3.35K +66 +1%
BW
327
Bison Wealth
Georgia
$308K
OFP
328
OLIO Financial Planning
Virginia
$308K
YWS
329
Yarger Wealth Strategies
Ohio
$306K +$306K +6,021 New
SJL
330
Shayne & Jacobs LLC
Tennessee
$304K
BIA
331
BHK Investment Advisors
Alabama
$304K +$304K +6,000 New
SC
332
Savant Capital
Illinois
$304K +$304K +5,988 New
CCG
333
Catalina Capital Group
California
$301K
IWP
334
IAG Wealth Partners
Wisconsin
$291K -$1.53M -30,247 -84%
BPA
335
Beacon Pointe Advisors
California
$290K +$290K +5,721 New
HL
336
HeadInvest LLC
Maine
$290K -$60.9K -1,200 -17%
JWCA
337
J.W. Cole Advisors
Florida
$290K -$14.1K -277 -5%
ZIM
338
Zacks Investment Management
Illinois
$288K +$288K +5,679 New
CFD
339
Creative Financial Designs
Indiana
$282K -$1.52K -30 -0.5%
Comerica Bank
340
Comerica Bank
Texas
$279K
AWG
341
Altus Wealth Group
Colorado
$277K -$161K -3,175 -37%
ICM
342
IMS Capital Management
Oregon
$271K +$10.1K +200 +4%
AUB
343
Atlantic Union Bankshares
Virginia
$271K -$42K -828 -13%
NP
344
NorthRock Partners
Minnesota
$264K +$203 +4 +0.1%
RPSA
345
Richard P. Slaughter Associates
Texas
$264K
HG
346
Harbor Group
New Hampshire
$257K +$55.7K +1,097 +28%
TCWM
347
Total Clarity Wealth Management
Illinois
$255K -$17.8K -350 -7%
LSIA
348
LaSalle St. Investment Advisors
Illinois
$252K
BFIM
349
Beese Fulmer Investment Management
Ohio
$251K
SFB
350
STAR Financial Bank
Indiana
$248K