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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 %
KFI
401
Key Financial Inc
Pennsylvania
$108K +$42.7K +838 +66%
PCMC
402
Private Capital Management (Colorado)
Colorado
$94.7K -$32.1K -630 -25%
WPA
403
West Paces Advisors
Georgia
$88.6K -$40K -785 -31%
EWM
404
EPG Wealth Management
Georgia
$87K +$87K +1,708 New
MCM
405
MidAtlantic Capital Management
Virginia
$79.7K
CFO
406
CVA Family Office
Colorado
$75.4K
LIS
407
Legacy Investment Solutions
Idaho
$60K +$60K +1,183 New
LWMI
408
Legacy Wealth Management (Idaho)
Idaho
$60K +$60K +1,183 New
SSB
409
Sandy Spring Bank
Maryland
$57.3K -$5.09K -100 -8%
WWP
410
WR Wealth Planners
Missouri
$56.4K -$47.6K -934 -46%
TLA
411
Tanglewood Legacy Advisors
Texas
$50.9K
Bank of Montreal
412
Bank of Montreal
Ontario, Canada
$49.9K
CPG
413
Cornerstone Planning Group
New Jersey
$49.7K +$152 +3 +0.3%
ABWM
414
Alpine Bank Wealth Management
Colorado
$40.8K +$40.8K +800 New
FP
415
Financial Perspectives
Minnesota
$40.6K +$357 +7 +0.9%
RSA
416
River Street Advisors
Illinois
$30.1K +$30.1K +590 New
US Bancorp
417
US Bancorp
Minnesota
$19.9K
SRCM
418
Signature Resources Capital Management
California
$18.6K
AP
419
Atwood & Palmer
Missouri
$15.9K
FGC
420
Financial Gravity Companies
Texas
$13.8K +$13.8K +270 New
FNWA
421
Financial Network Wealth Advisors
Utah
$10.8K -$9.88K -194 -48%
SWM
422
Spire Wealth Management
Virginia
$10.2K
T
423
Tidemark
California
$9.83K
EPW
424
Evergreen Private Wealth
Colorado
$8.3K
AWM
425
Avior Wealth Management
Nebraska
$8.2K -$4.84K -95 -37%