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JPMorgan Ultra-Short Municipal Income ETF

96 hedge funds and large institutions have $196M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

68% more capital invested

Capital invested by funds: $117M → $196M (+$79.4M)

43% more funds holding

Funds holding: 6796 (+29)

7.1% less ownership

Funds ownership: 56.41%49.3% (-7.1%)

Holders
96
Holders Change
+29
Holders Change %
+43.28%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
38
Increased
36
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
26
Baker Ellis Asset Management
Washington
$1.95M +$609K +12,000 +46%
GC
27
Gratus Capital
Georgia
$1.94M -$277K -5,465 -13%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.92M -$127K -2,496 -6%
TIM
29
Tortoise Investment Management
New York
$1.89M +$1.89M +37,150 New
IA
30
IFG Advisory
Georgia
$1.84M +$1.42M +28,045 +344%
AF
31
Advisornet Financial
Minnesota
$1.82M +$210K +4,129 +13%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.78M +$1.02M +20,182 +136%
MPW
33
Monterey Private Wealth
California
$1.63M +$1.63M +32,052 New
PCWA
34
Pacific Capital Wealth Advisors
California
$1.46M -$2.86M -56,287 -66%
BL
35
BFSG LLC
California
$1.45M +$540K +10,630 +59%
RJA
36
Raymond James & Associates
Florida
$1.43M +$270K +5,314 +23%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.41M +$926K +18,239 +194%
SWP
38
Summit Wealth Partners
Florida
$1.33M +$100K +1,974 +8%
SFM
39
Signet Financial Management
New Jersey
$1.27M +$872K +17,182 +220%
CTC
40
Central Trust Company
Missouri
$1.27M +$1.27M +24,975 New
OIA
41
OneDigital Investment Advisors
Kansas
$1.24M +$155K +3,059 +14%
COF
42
Capital One Financial
Virginia
$1.22M
CFG
43
Cooper Financial Group
California
$1.18M +$1.01K +20 +0.1%
SW
44
SkyOak Wealth
Michigan
$1.18M -$157K -3,100 -12%
GRP
45
Global Retirement Partners
California
$1.14M +$1.14M +22,451 New
HIM
46
Harbour Investment Management
Washington
$1.12M +$1.11M +21,900 New
CG
47
CFO4Life Group
Texas
$1.11M
JWBC
48
John W. Brooker & Co
California
$1.07M +$1.07M +20,986 New
PIA
49
Perennial Investment Advisors
California
$1.06M +$706K +13,911 +202%
AA
50
Ancora Advisors
Ohio
$1.06M +$1.05M +20,736 New