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JPMorgan Ultra-Short Municipal Income ETF

127 hedge funds and large institutions have $366M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 8

300% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 16

87% more capital invested

Capital invested by funds: $196M → $366M (+$170M)

32% more funds holding

Funds holding: 96127 (+31)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7.65% more ownership

Funds ownership: 49.3%56.95% (+7.6%)

Holders
127
Holders Change
+31
Holders Change %
+32.29%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
39
Increased
64
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JF
51
JSF Financial
California
$1.75M +$1.75M +34,274 New
GRP
52
Global Retirement Partners
California
$1.74M +$596K +11,676 +52%
GC
53
Gratus Capital
Georgia
$1.66M -$274K -5,365 -14%
SCA
54
Snowden Capital Advisors
New York
$1.6M +$813K +15,940 +103%
SFM
55
Signet Financial Management
New Jersey
$1.59M +$312K +6,120 +24%
LNC
56
Lincoln National Corp
Pennsylvania
$1.48M +$1.03M +20,155 +226%
YIA
57
YHB Investment Advisors
Connecticut
$1.46M +$1.46M +28,710 New
PCIA
58
Prime Capital Investment Advisors
Kansas
$1.44M +$443K +8,688 +45%
PCWA
59
Pacific Capital Wealth Advisors
California
$1.37M -$90.7K -1,778 -6%
SWP
60
Summit Wealth Partners
Florida
$1.33M
COF
61
Capital One Financial
Virginia
$1.11M -$101K -1,985 -8%
CG
62
CFO4Life Group
Texas
$1.11M
DAS
63
Dynamic Advisor Solutions
Arizona
$1.04M +$46.9K +920 +5%
AF
64
Allworth Financial
California
$1M
ACP
65
Arcus Capital Partners
Georgia
$1M +$1M +19,672 New
AOWM
66
Alpha Omega Wealth Management
Virginia
$992K +$75K +1,471 +8%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$905K -$39.8K -780 -4%
PIA
68
Perennial Investment Advisors
California
$868K -$192K -3,772 -18%
MA
69
Mutual Advisors
Nebraska
$856K +$179K +3,515 +26%
TFM
70
TFC Financial Management
Massachusetts
$849K +$849K +16,641 New
EFL
71
ERn Financial LLC
Wisconsin
$807K
MWM
72
Mission Wealth Management
California
$773K +$773K +15,161 New
PFO
73
Pathstone Family Office
New Jersey
$765K
Jane Street
74
Jane Street
New York
$754K +$754K +14,788 New
EWA
75
EP Wealth Advisors
California
$749K +$750K +14,696 New