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JPMorgan Ultra-Short Municipal Income ETF

388 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 123 increasing their positions, 152 reducing their positions, and 40 closing their positions.

Holders
388
Holders Change
+30
Holders Change %
+8.38%
% of All Funds
5.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
74
Increased
123
Reduced
152
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
51
BCGM Wealth Management
Indiana
$7.91M -$167K -3,300 -2%
Mariner
52
Mariner
Kansas
$7.85M +$748K +14,742 +11%
Franklin Resources
53
Franklin Resources
California
$7.78M +$1.1M +21,635 +16%
HWM
54
HB Wealth Management
Georgia
$7.71M -$658K -12,965 -8%
Stifel Financial
55
Stifel Financial
Missouri
$7.53M -$21.6K -425 -0.3%
PP
56
PDS Planning
Ohio
$7.52M +$2.19M +43,132 +41%
MIS
57
Morningstar Investment Services
Illinois
$7.36M +$4.45M +87,817 +153%
SC
58
Slow Capital
California
$7.18M -$21.4M -419,843 -75%
LWMG
59
Levy Wealth Management Group
Pennsylvania
$7.14M -$400K -7,889 -5%
RFC
60
Regions Financial Corp
Alabama
$7.05M +$273K +5,380 +4%
CC
61
Callan Capital
California
$6.99M +$549K +10,823 +9%
OHIS
62
Oak Harvest Investment Services
Texas
$6.62M +$458K +9,033 +7%
CFO
63
Collective Family Office
Pennsylvania
$6.49M -$426K -8,388 -6%
OWA
64
Opal Wealth Advisors
New York
$6.47M +$861K +16,978 +15%
CFG
65
Cooper Financial Group
California
$6.37M -$741K -14,606 -10%
MML Investors Services
66
MML Investors Services
Massachusetts
$6.35M -$422K -8,326 -6%
TBWA
67
Three Bridge Wealth Advisors
California
$6.28M +$394K +7,751 +7%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$6.23M +$130K +2,558 +2%
SW
69
SVB Wealth
Massachusetts
$6.11M -$1.2M -23,617 -16%
TCM
70
TD Capital Management
Tennessee
$6.06M -$405K -7,990 -6%
IWC
71
Integrated Wealth Concepts
Massachusetts
$6.02M +$5.07M +99,837 +530%
BIAS
72
Beacon Investment Advisory Services
New Jersey
$6.01M +$3.03M +59,676 +102%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$5.9M +$386K +7,605 +7%
DLCIG
74
D.L. Carlson Investment Group
New Hampshire
$5.82M +$1.04M +20,421 +22%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$5.79M +$771K +15,194 +15%