We are live on ! Find out more
JMST icon

JPMorgan Ultra-Short Municipal Income ETF

96 hedge funds and large institutions have $196M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

68% more capital invested

Capital invested by funds: $117M → $196M (+$79.4M)

43% more funds holding

Funds holding: 6796 (+29)

7.1% less ownership

Funds ownership: 56.41%49.3% (-7.1%)

Holders
96
Holders Change
+29
Holders Change %
+43.28%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
38
Increased
36
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$324K +$39.3K +775 +14%
WB
77
Webster Bank
Connecticut
$295K +$294K +5,786 New
Morgan Stanley
78
Morgan Stanley
New York
$289K
CA
79
Cetera Advisors
Colorado
$277K
RVPG
80
Relative Value Partners Group
$255K +$254K +5,000 New
HFM
81
Hartford Financial Management
Connecticut
$250K +$249K +4,897 New
LA
82
LexAurum Advisors
Kansas
$246K -$3.3K -65 -1%
CAN
83
Cetera Advisor Networks
California
$232K +$9.44K +186 +4%
DI
84
DFPG Investments
Utah
$214K +$214K +4,207 New
HighTower Advisors
85
HighTower Advisors
Illinois
$208K +$207K +4,080 New
SFSIG
86
San Francisco Sentry Investment Group
California
$204K +$178K +3,502 +699%
NL
87
NWAM LLC
Washington
$202K +$201K +3,968 New
IA
88
IFP Advisors
Florida
$190K +$44.4K +874 +30%
GI
89
Gradient Investments
Minnesota
$136K +$135K +2,666 New
SF
90
Synovus Financial
Georgia
$122K -$9.34K -184 -7%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$51K +$50.8K +1,000 New
APW
92
Acima Private Wealth
Virginia
$50K +$50.2K +989 New
OPS
93
Orion Portfolio Solutions
Nebraska
$33K +$305 +6 +0.9%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$10.5K +206 New
SCA
95
Stonebridge Capital Advisors
Minnesota
$11K +$11.3K +222 New
Jane Street
96
Jane Street
New York
-$7.9M -156,666 Closed
SFG
97
Sage Financial Group
Pennsylvania
-$3.33M -66,001 Closed
RW
98
RVW Wealth
California
-$2M -39,700 Closed
FTUS
99
Flow Traders U.S.
New York
-$1.1M -21,751 Closed
RAM
100
Redmond Asset Management
Virginia
-$514K -10,200 Closed