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JPMorgan Ultra-Short Municipal Income ETF

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

4% more funds holding

Funds holding: 353366 (+13)

6.01% less ownership

Funds ownership: 79.82%73.81% (-6%)

9% less capital invested

Capital invested by funds: $2.01B → $1.83B (-$179M)

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

27% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 158

Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.83%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
51
Websterrogers Financial Advisors
South Carolina
$7.67M -$1.07M -21,137 -12%
MA
52
MJP Associates
Connecticut
$7.6M -$691K -13,640 -8%
BOPW
53
Brandywine Oak Private Wealth
Pennsylvania
$7.56M -$194K -3,833 -3%
TCM
54
TD Capital Management
Tennessee
$7.53M +$354K +6,997 +5%
TBWA
55
Three Bridge Wealth Advisors
California
$7.48M +$799K +15,774 +12%
VF
56
Vista Finance
Missouri
$7.15M -$527K -10,417 -7%
Truist Financial
57
Truist Financial
North Carolina
$7.13M +$504K +9,953 +8%
Franklin Resources
58
Franklin Resources
California
$7.13M -$390K -7,710 -5%
BFO
59
Boston Family Office
Massachusetts
$6.78M -$342K -6,749 -5%
RFC
60
Regions Financial Corp
Alabama
$6.66M +$140K +2,758 +2%
Stifel Financial
61
Stifel Financial
Missouri
$6.56M -$144K -2,850 -2%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$6.15M -$1.19M -23,467 -16%
MML Investors Services
63
MML Investors Services
Massachusetts
$6.14M -$866K -17,095 -12%
PP
64
PDS Planning
Ohio
$6.05M -$72.4K -1,430 -1%
TW
65
Transform Wealth
Colorado
$6M +$4.37M +86,268 +271%
CFG
66
Cooper Financial Group
California
$5.72M +$443K +8,757 +8%
EWM
67
Elmwood Wealth Management
California
$5.65M +$952K +18,809 +20%
CFO
68
Collective Family Office
Pennsylvania
$5.44M +$2.33M +46,014 +75%
UB
69
UMB Bank
Missouri
$5.38M -$1.98M -39,023 -27%
CL
70
Choreo LLC
Illinois
$5.34M +$5.32M +105,046 New
CC
71
Callan Capital
California
$5.29M -$2.27M -44,743 -30%
FFG
72
Frisch Financial Group
New York
$5.2M +$5.19M +102,457 New
VF
73
Vawter Financial
Ohio
$4.89M -$2M -39,584 -29%
ICP
74
Interchange Capital Partners
Pennsylvania
$4.82M +$4.8M +94,890 New
KTC
75
Kistler-Tiffany Companies
Pennsylvania
$4.81M -$24.8K -489 -0.5%