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JPMorgan Ultra-Short Municipal Income ETF

358 hedge funds and large institutions have $1.94B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

1% more funds holding

Funds holding: 355358 (+3)

0.25% more ownership

Funds ownership: 76.16%76.41% (+0.25%)

1% less capital invested

Capital invested by funds: $1.97B → $1.94B (-$22.4M)

41% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 178

Holders
358
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.68%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
34
Increased
105
Reduced
178
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$15.9M +$1.06M +20,980 +7%
CAMG
27
CWA Asset Management Group
Florida
$15.8M +$500K +9,897 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$15.3M +$3.03K +60 +0%
OCM
29
One Capital Management
California
$15M -$1.56M -30,863 -9%
AA
30
Auxano Advisors
Washington
$14.7M -$1.41M -27,802 -9%
BIG
31
Boothe Investment Group
Delaware
$14.2M +$10.2M +202,710 +256%
TC
32
Trust Company
Kansas
$13.9M -$9.76M -193,167 -41%
MA
33
MJP Associates
Connecticut
$13M +$4.77M +94,465 +58%
WWA
34
WCG Wealth Advisors
Nevada
$12.7M +$1.09M +21,654 +10%
SFG
35
Sunburst Financial Group
Alabama
$12.5M -$1.95M -38,583 -13%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$12.3M -$1.29M -25,494 -9%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$12.1M +$6.13M +121,369 +102%
MWC
38
MBM Wealth Consultants
Missouri
$11.6M -$2.15M -42,589 -16%
AO
39
Advisor OS
Illinois
$11.6M +$5.62M +111,273 +94%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$10.4M +$6.94M +137,300 +200%
AP
41
Appleton Partners
Massachusetts
$9.88M -$2.3M -45,515 -19%
AC
42
AlphaCore Capital
California
$9.54M
MHR
43
Matthew Hamilton Rosenberg
$9.42M +$2.23M +44,138 +31%
CG
44
Colony Group
Massachusetts
$9.33M -$263K -5,211 -3%
SB
45
Sunflower Bank
Texas
$9.24M +$742K +14,672 +9%
RJA
46
Raymond James & Associates
Florida
$8.59M -$980K -19,384 -10%
HWM
47
HB Wealth Management
Georgia
$8.32M -$1.04M -20,654 -11%
BWM
48
BCGM Wealth Management
Indiana
$8.04M -$778K -15,387 -9%
BCI
49
Brinker Capital Investments
Pennsylvania
$7.65M -$6.61M -130,711 -46%
OPS
50
Orion Portfolio Solutions
Nebraska
$7.65M -$6.61M -130,711 -46%