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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 %
OFP
351
OLIO Financial Planning
Virginia
$308K
SJL
352
Shayne & Jacobs LLC
Tennessee
$306K
BIA
353
BHK Investment Advisors
Alabama
$306K
AWS
354
Aspen Wealth Strategies
Colorado
$306K +$306K +6,000 New
TI
355
TrueMark Investments
Illinois
$299K -$89.3K -1,753 -23%
MWM
356
Marion Wealth Management
Pennsylvania
$297K +$72.7K +1,428 +32%
TSS
357
Two Sigma Securities
New York
$291K +$291K +5,716 New
MC
358
Middleton & Co
Massachusetts
$290K -$102K -2,000 -26%
ZIM
359
Zacks Investment Management
Illinois
$289K
AWM
360
Aries Wealth Management
Maine
$288K +$288K +5,650 New
PCIA
361
Prime Capital Investment Advisors
Kansas
$288K +$288K +5,649 New
Comerica Bank
362
Comerica Bank
Texas
$280K
JCM
363
Jacobi Capital Management
Pennsylvania
$278K +$278K +5,456 New
ICM
364
IMS Capital Management
Oregon
$272K
WCG
365
Weaver Consulting Group
California
$263K +$263K +5,170 New
HG
366
Harbor Group
New Hampshire
$262K +$2.19K +43 +0.8%
FAIM
367
Financial Advocates Investment Management
Washington
$259K +$32.2K +632 +14%
TCWM
368
Total Clarity Wealth Management
Illinois
$256K
EA
369
Enclave Advisors
Texas
$251K +$251K +4,935 New
CIA
370
Concurrent Investment Advisors
Florida
$251K -$1.58M -31,004 -86%
JMFC
371
J.M. Forbes & Co
Massachusetts
$245K
JWCA
372
J.W. Cole Advisors
Florida
$243K +$306 +6 +0.1%
RFP
373
Root Financial Partners
California
$243K +$243K +4,765 New
KFS
374
Kelly Financial Services
Massachusetts
$242K
WFA
375
WMG Financial Advisors
Tennessee
$241K