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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
SFG
76
Sage Financial Group
Pennsylvania
$727K +$727K +14,252 New
WCM
77
Windsor Capital Management
Arizona
$723K +$46.6K +913 +7%
SCP
78
Shorepoint Capital Partners
Massachusetts
$722K +$722K +14,150 New
TC
79
TownSquare Capital
Utah
$705K +$115K +2,259 +20%
OIA
80
OneDigital Investment Advisors
Kansas
$685K -$555K -10,871 -45%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$654K +$605K +11,857 +1,186%
HFM
82
Hartford Financial Management
Connecticut
$651K +$402K +7,878 +161%
DC
83
Derby & Company
Massachusetts
$605K +$605K +11,858 New
KAS
84
Kestra Advisory Services
Texas
$571K +$571K +11,192 New
SIAP
85
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$535K +$536K +10,500 New
BCI
86
Brinker Capital Investments
Pennsylvania
$525K +$201K +3,939 +62%
DY
87
Dowling & Yahnke
California
$464K +$464K +9,100 New
RVPG
88
Relative Value Partners Group
$459K +$204K +4,000 +80%
WB
89
Webster Bank
Connecticut
$453K +$158K +3,100 +54%
AC
90
Avestar Capital
New York
$408K -$510K -10,000 -56%
CA
91
Continuum Advisory
Idaho
$403K +$204 +4 +0.1%
HFS
92
Howard Financial Services
Texas
$400K
CA
93
Cetera Advisors
Colorado
$377K +$100K +1,969 +36%
Truist Financial
94
Truist Financial
North Carolina
$371K -$654K -12,815 -64%
UCFA
95
United Capital Financial Advisors
Texas
$369K -$410K -8,035 -53%
LA
96
LexAurum Advisors
Kansas
$365K +$119K +2,336 +48%
MA
97
MONECO Advisors
Connecticut
$361K +$362K +7,089 New
TI
98
Tidal Investments
Wisconsin
$305K +$306K +6,000 New
AP
99
Americana Partners
Texas
$293K +$294K +5,763 New
Morgan Stanley
100
Morgan Stanley
New York
$289K