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JPMorgan Ultra-Short Municipal Income ETF

255 hedge funds and large institutions have $1.32B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

92% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 61

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

20% more capital invested

Capital invested by funds: $1.1B → $1.32B (+$221M)

13% more funds holding

Funds holding: 225255 (+30)

0.6% less ownership

Funds ownership: 60.08%59.47% (-0.6%)

Holders
255
Holders Change
+30
Holders Change %
+13.33%
% of All Funds
4.46%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.4%
New
46
Increased
117
Reduced
61
Closed
13
Calls
$36K
Puts
Net Calls
+$36K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
76
Principle Wealth Partners
Connecticut
$3.8M -$214K -4,181 -5%
AHC
77
Anderson Hoagland & Co
Missouri
$3.72M +$3.72M +72,839 New
PAG
78
Private Advisor Group
New Jersey
$3.69M +$2.83M +55,397 +329%
WAM
79
Wakefield Asset Management
Colorado
$3.61M -$11.2K -220 -0.3%
IWC
80
Integrated Wealth Concepts
Massachusetts
$3.6M -$220K -4,301 -6%
WIC
81
Whitegate Investment Counselors
New Hampshire
$3.54M +$365K +7,150 +12%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$3.5M +$303K +5,930 +9%
HIP
83
HUB Investment Partners
Texas
$3.5M +$1.21M +23,749 +53%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$3.48M -$159K -3,115 -4%
FCIM
85
Fairview Capital Investment Management
California
$3.47M +$3.27M +64,000 +1,600%
EWA
86
Encompass Wealth Advisors
Oregon
$3.31M +$191K +3,741 +6%
DAS
87
Dynamic Advisor Solutions
Arizona
$3.23M +$1.06M +20,798 +49%
AWE
88
Avidian Wealth Enterprises
Texas
$3.08M -$277K -5,422 -8%
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$3.06M +$469K +9,185 +18%
CCP
90
Clarkston Capital Partners
Michigan
$3.02M +$1.49M +29,190 +97%
CTC
91
Central Trust Company
Missouri
$2.92M +$99.1K +1,940 +4%
SFM
92
Signet Financial Management
New Jersey
$2.89M +$125K +2,452 +5%
JF
93
JSF Financial
California
$2.88M +$353K +6,920 +14%
FCA
94
FinTrust Capital Advisors
South Carolina
$2.66M +$262K +5,137 +11%
AA
95
Ancora Advisors
Ohio
$2.65M -$35.8K -700 -1%
DC
96
Derby & Company
Massachusetts
$2.59M +$802K +15,699 +45%
EFL
97
ERn Financial LLC
Wisconsin
$2.58M +$919K +17,996 +55%
AFG
98
Albion Financial Group
Utah
$2.58M +$1.14M +22,391 +80%
OWM
99
Opes Wealth Management
California
$2.38M +$971K +19,016 +69%
CFG
100
Cooper Financial Group
California
$2.37M +$251K +4,922 +12%