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JPMorgan Ultra-Short Municipal Income ETF

225 hedge funds and large institutions have $1.1B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
225
Holders Change
+26
Holders Change %
+13.07%
% of All Funds
3.93%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.3%
New
43
Increased
101
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GGS
51
Galvin Gaustad & Stein
Arizona
$4.62M +$367K +7,186 +9%
DY
52
Dowling & Yahnke
California
$4.52M +$4.52M +88,463 New
BEAM
53
Baker Ellis Asset Management
Washington
$4.46M -$103K -2,015 -2%
TIM
54
Tortoise Investment Management
New York
$4.42M +$910K +17,828 +26%
BA
55
Bristlecone Advisors
Washington
$4.25M +$115K +2,260 +3%
MWM
56
Mission Wealth Management
California
$4.05M -$894K -17,511 -18%
PWP
57
Principle Wealth Partners
Connecticut
$4.02M +$77.1K +1,510 +2%
IC
58
Inscription Capital
Texas
$4.02M +$4.02M +78,647 New
BL
59
BFSG LLC
California
$3.99M +$844K +16,525 +27%
CI
60
CX Institutional
Indiana
$3.89M -$806K -15,792 -17%
SFG
61
Sage Financial Group
Pennsylvania
$3.89M -$1.94M -37,997 -33%
IWC
62
Integrated Wealth Concepts
Massachusetts
$3.82M +$258K +5,063 +7%
BFO
63
Boston Family Office
Massachusetts
$3.73M +$2.46M +48,266 +195%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$3.64M +$218K +4,276 +6%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$3.62M -$5.94M -116,416 -62%
WAM
66
Wakefield Asset Management
Colorado
$3.62M +$121K +2,372 +3%
KWM
67
Kingsview Wealth Management
Oregon
$3.5M +$1.53M +29,900 +78%
AWE
68
Avidian Wealth Enterprises
Texas
$3.36M +$3.36M +65,758 New
EWA
69
EP Wealth Advisors
California
$3.27M -$2.02M -39,473 -38%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$3.2M +$108K +2,118 +3%
WIC
71
Whitegate Investment Counselors
New Hampshire
$3.17M +$807K +15,800 +34%
EWA
72
Encompass Wealth Advisors
Oregon
$3.11M +$490K +9,591 +19%
SW
73
SkyOak Wealth
Michigan
$2.85M +$399K +7,813 +16%
SFP
74
Sandbox Financial Partners
Maryland
$2.83M +$365K +7,150 +15%
CTC
75
Central Trust Company
Missouri
$2.83M +$725K +14,200 +35%