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JPMorgan Ultra-Short Municipal Income ETF

353 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

9% more funds holding

Funds holding: 323353 (+30)

6.04% more ownership

Funds ownership: 73.78%79.82% (+6%)

6% less capital invested

Capital invested by funds: $2.13B → $2.01B (-$120M)

15% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 135

Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.67%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
71
Increased
115
Reduced
135
Closed
34
Calls
$2.48M
Puts
Net Calls
+$2.48M
Net Calls Change
+$593K
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
76
Barber Financial Group
Kansas
$4.68M -$280K -5,550 -6%
EWM
77
Elmwood Wealth Management
California
$4.68M +$666K +13,201 +17%
GGS
78
Galvin Gaustad & Stein
Arizona
$4.58M +$46.6K +925 +1%
JWBC
79
John W. Brooker & Co
California
$4.56M -$486K -9,634 -10%
FAG
80
Financial Advisory Group
Texas
$4.55M -$826K -16,380 -15%
3LCM
81
3D/L Capital Management
Connecticut
$4.29M -$1.5M -29,773 -26%
HIM
82
Harbour Investment Management
Washington
$4.06M -$139K -2,760 -3%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$4.05M -$513K -10,172 -11%
AC
84
Abbrea Capital
California
$4.02M -$1.85M -36,700 -32%
CM
85
Capital Management
Virginia
$4M -$1.59M -31,530 -28%
WAAG
86
Wealth Alliance Advisory Group
Kansas
$3.88M +$426K +8,443 +12%
FCA
87
FinTrust Capital Advisors
South Carolina
$3.86M +$2M +39,577 +107%
MIS
88
Morningstar Investment Services
Illinois
$3.74M +$455K +9,023 +14%
KAS
89
Kestra Advisory Services
Texas
$3.74M +$3.13M +62,093 +523%
SWP
90
Stratos Wealth Partners
Ohio
$3.68M +$3.67M +72,815 New
JFA
91
JNBA Financial Advisors
Minnesota
$3.67M -$147K -2,911 -4%
DAS
92
Dynamic Advisor Solutions
Arizona
$3.62M +$160K +3,163 +5%
YIA
93
YHB Investment Advisors
Connecticut
$3.6M -$547K -10,853 -13%
PWM
94
Perigon Wealth Management
California
$3.57M +$955K +18,929 +37%
CAM
95
Caprin Asset Management
Virginia
$3.56M +$3.55M +70,331 +92,541%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$3.56M -$504K -10,001 -12%
IA
97
IFP Advisors
Florida
$3.48M +$1.5M +29,832 +75%
KWM
98
Kingsview Wealth Management
Oregon
$3.44M -$1.43M -28,380 -29%
CI
99
Ceera Investments
Texas
$3.38M -$1.01M -20,065 -23%
BA
100
Bristlecone Advisors
Washington
$3.35M -$1.11M -21,951 -25%