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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 %
William Blair & Company
376
William Blair & Company
Illinois
$185K -$21.5K -423 -10%
SAM
377
Smartleaf Asset Management
Massachusetts
$179K +$5.78K +114 +3%
WPA
378
West Paces Advisors
Georgia
$178K
PCMC
379
Private Capital Management (Colorado)
Colorado
$144K -$49.8K -981 -26%
EWP
380
Elevation Wealth Partners
California
$142K
CTA
381
Colonial Trust Advisors
South Carolina
$117K +$964 +19 +0.8%
SSB
382
Sandy Spring Bank
Maryland
$107K -$7.61K -150 -7%
WWP
383
WR Wealth Planners
Missouri
$104K +$104K +2,041 New
JWM
384
Janiczek Wealth Management
Colorado
$103K
PGAM
385
Princeton Global Asset Management
New Jersey
$88.8K
EWM
386
EPG Wealth Management
Georgia
$85.3K +$203 +4 +0.2%
MCM
387
MidAtlantic Capital Management
Virginia
$79.4K
CFO
388
CVA Family Office
Colorado
$75.1K
KFI
389
Key Financial Inc
Pennsylvania
$74.2K
Jones Financial Companies
390
Jones Financial Companies
Missouri
$67.8K +$67.8K +1,336 New
TLA
391
Tanglewood Legacy Advisors
Texas
$50.7K
Bank of Montreal
392
Bank of Montreal
Ontario, Canada
$49.7K -$457 -9 -0.9%
GI
393
GAMMA Investing
California
$49.7K +$49.7K +979 New
MIM
394
Macroview Investment Management
Maryland
$30.4K
US Bancorp
395
US Bancorp
Minnesota
$19.8K
SRCM
396
Signature Resources Capital Management
California
$18.5K
AssetMark Inc
397
AssetMark Inc
California
$14.3K +$1.17K +23 +9%
AWM
398
Avior Wealth Management
Nebraska
$13K +$13K +256 New
T
399
Tidemark
California
$9.79K +$9.79K +193 New
EPW
400
Evergreen Private Wealth
Colorado
$8.27K