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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
ACM
376
AlphaStar Capital Management
North Carolina
-$1.54K -30,397 Closed
USGIU
377
U.S. Global Investors (USGI)
Texas
-$1.14M -22,500 Closed
SAF
378
Smith Anglin Financial
Texas
-$1.06M -21,054 Closed
MGIA
379
Moneta Group Investment Advisors
Missouri
-$1.02M -20,129 Closed
BWG
380
Beta Wealth Group
California
-$605K -11,963 Closed
RAG
381
RIA Advisory Group
Iowa
-$505K -10,000 Closed
SCP
382
Shorepoint Capital Partners
Massachusetts
-$401K -7,934 Closed
OWA
383
Opal Wealth Advisors
New York
-$296K -5,850 Closed
SC
384
Scotia Capital
Ontario, Canada
-$247K -4,895 Closed
AWA
385
Amplius Wealth Advisors
Pennsylvania
-$247K -4,881 Closed
LPAM
386
Lodestar Private Asset Management
California
-$244K -4,830 Closed
SIAP
387
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$227K -4,500 Closed
FMWA
388
Forvis Mazars Wealth Advisors
Missouri
-$224K -4,432 Closed
BPA
389
Beacon Pointe Advisors
California
-$215K -4,258 Closed
PNC Financial Services Group
390
PNC Financial Services Group
Pennsylvania
-$33.9K -671 Closed
GA
391
GoalVest Advisory
New York
-$10K -198 Closed
SCA
392
Stonebridge Capital Advisors
Minnesota
-$8.09K -160 Closed
EE
393
EWG Elevate
California
-$5.41K -107 Closed
RIA
394
Realta Investment Advisors
Delaware
-$3.57K -71 Closed