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JPMorgan Ultra-Short Municipal Income ETF

199 hedge funds and large institutions have $964M invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

96% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 45

46% more capital invested

Capital invested by funds: $662M → $964M (+$302M)

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

18% more funds holding

Funds holding: 168199 (+31)

3.72% more ownership

Funds ownership: 59.67%63.39% (+3.7%)

Holders
199
Holders Change
+31
Holders Change %
+18.45%
% of All Funds
3.49%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.25%
New
46
Increased
88
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
76
Sandbox Financial Partners
Maryland
$2.46M +$463K +9,065 +23%
SW
77
SkyOak Wealth
Michigan
$2.45M -$51.8K -1,015 -2%
CFG
78
Cooper Financial Group
California
$2.41M +$89.2K +1,747 +4%
WIC
79
Whitegate Investment Counselors
New Hampshire
$2.36M +$2.36M +46,260 New
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$2.26M -$5.86M -114,866 -72%
DT
81
Daniels + Tansey
Delaware
$2.24M -$10.5K -206 -0.5%
Lido Advisors
82
Lido Advisors
California
$2.24M +$1.5M +29,377 +203%
YIA
83
YHB Investment Advisors
Connecticut
$2.23M +$517K +10,125 +30%
CTC
84
Central Trust Company
Missouri
$2.1M -$320K -6,275 -13%
CFO
85
Collective Family Office
Pennsylvania
$2.08M -$138K -2,709 -6%
KWM
86
Kingsview Wealth Management
Oregon
$1.97M +$912K +17,861 +86%
FCA
87
FinTrust Capital Advisors
South Carolina
$1.89M -$102K -2,000 -5%
OIA
88
OneDigital Investment Advisors
Kansas
$1.83M -$598K -11,709 -25%
EWM
89
Elmwood Wealth Management
California
$1.77M +$1.77M +34,695 New
DC
90
Derby & Company
Massachusetts
$1.75M +$636K +12,463 +57%
PCWA
91
Pacific Capital Wealth Advisors
California
$1.71M +$108K +2,125 +7%
HIP
92
HUB Investment Partners
Texas
$1.7M +$437K +8,559 +35%
PCM
93
Pennsylvania Capital Management
Pennsylvania
$1.63M +$444K +8,694 +37%
CC
94
Callan Capital
California
$1.63M -$1.3M -25,435 -44%
TFM
95
TFC Financial Management
Massachusetts
$1.61M +$613K +12,000 +61%
APW
96
Acima Private Wealth
Virginia
$1.59M +$106K +2,085 +7%
DI
97
DFPG Investments
Utah
$1.52M +$1.23M +24,037 +414%
IA
98
IFG Advisory
Georgia
$1.51M -$428K -8,378 -22%
AUB
99
Atlantic Union Bankshares
Virginia
$1.47M +$1.47M +28,857 New
Stifel Financial
100
Stifel Financial
Missouri
$1.47M +$962K +18,845 +190%