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JPMorgan Ultra-Short Municipal Income ETF

255 hedge funds and large institutions have $1.32B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

92% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 61

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

20% more capital invested

Capital invested by funds: $1.1B → $1.32B (+$221M)

13% more funds holding

Funds holding: 225255 (+30)

0.6% less ownership

Funds ownership: 60.08%59.47% (-0.6%)

Holders
255
Holders Change
+30
Holders Change %
+13.33%
% of All Funds
4.46%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.4%
New
46
Increased
117
Reduced
61
Closed
13
Calls
$36K
Puts
Net Calls
+$36K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$12.4M -$2.8M -54,829 -18%
AP
27
Appleton Partners
Massachusetts
$12M +$3.66M +71,687 +44%
RJA
28
Raymond James & Associates
Florida
$11.2M -$500K -9,792 -4%
CI
29
Ceera Investments
Texas
$10.2M +$10.2M +200,260 New
KCM
30
Kathmere Capital Management
Pennsylvania
$10.1M +$677K +13,263 +7%
TWM
31
TMD Wealth Management
Arizona
$10.1M -$1.41M -27,641 -12%
SWM
32
Segment Wealth Management
Texas
$9.72M -$1.74M -33,975 -15%
IAN
33
Integrated Advisors Network
Texas
$9.71M +$513K +10,036 +6%
CFA
34
Capstone Financial Advisors
Illinois
$9.71M -$1.78M -34,808 -15%
MWM
35
Mission Wealth Management
California
$8.78M +$4.73M +92,528 +117%
TCM
36
TD Capital Management
Tennessee
$8.71M +$604K +11,820 +7%
IIC
37
Ironwood Investment Counsel
Arizona
$8.38M +$3.29M +64,439 +65%
Citadel Advisors
38
Citadel Advisors
Florida
$7.95M +$7.95M +155,586 New
FAG
39
Financial Advisory Group
Texas
$7.68M +$1.38M +26,950 +22%
SFG
40
Sage Financial Group
Pennsylvania
$7.42M +$3.53M +69,093 +91%
FTUS
41
Flow Traders U.S.
New York
$7.29M +$6.21M +121,571 +576%
TIM
42
Tortoise Investment Management
New York
$7.27M +$2.85M +55,720 +64%
BCI
43
Brinker Capital Investments
Pennsylvania
$7.23M +$712K +13,936 +11%
CM
44
Capital Management
Virginia
$7.2M +$521K +10,194 +8%
SCP
45
Shorepoint Capital Partners
Massachusetts
$7.14M +$7.14M +139,841 New
BA
46
Bridgewater Advisors
New York
$7.1M +$1.97M +38,632 +38%
JWBC
47
John W. Brooker & Co
California
$7.07M +$1.66M +32,550 +31%
Osaic Holdings
48
Osaic Holdings
Arizona
$6.67M -$1.22M -23,907 -15%
LDFR
49
Lehman & Derafelo Financial Resources
Pennsylvania
$6.63M -$2.44M -47,800 -27%
3LCM
50
3D/L Capital Management
Connecticut
$6.54M +$1.53K +30 +0%