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JPMorgan Ultra-Short Municipal Income ETF

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

4% more funds holding

Funds holding: 353366 (+13)

6.01% less ownership

Funds ownership: 79.82%73.81% (-6%)

9% less capital invested

Capital invested by funds: $2.01B → $1.83B (-$179M)

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

27% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 158

Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.83%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Slow Capital
California
$4.78M -$11.5M -228,025 -71%
BFG
77
Barber Financial Group
Kansas
$4.74M +$28.2K +557 +0.6%
SFM
78
Signet Financial Management
New Jersey
$4.71M +$1.6M +31,535 +52%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$4.63M +$558K +11,030 +14%
SF
80
Synovus Financial
Georgia
$4.5M -$2.4M -47,409 -35%
DIA
81
Davidson Investment Advisors
Montana
$4.45M +$4.43M +87,586 New
PI
82
PFS Investments
Georgia
$4.36M -$562K -11,101 -11%
RDFA
83
Ritter Daniher Financial Advisory
Ohio
$4.34M -$815K -16,098 -16%
VPP
84
Vertex Planning Partners
Illinois
$4.03M +$814K +16,076 +25%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$4.01M +$434K +8,564 +12%
CM
86
Capital Management
Virginia
$3.97M -$48.4K -955 -1%
HIM
87
Harbour Investment Management
Washington
$3.92M -$152K -3,000 -4%
3LCM
88
3D/L Capital Management
Connecticut
$3.92M -$385K -7,611 -9%
BIG
89
Boothe Investment Group
Delaware
$3.87M +$3.86M +76,203 New
FCA
90
FinTrust Capital Advisors
South Carolina
$3.86M
WAAG
91
Wealth Alliance Advisory Group
Kansas
$3.85M -$46.2K -913 -1%
FAG
92
Financial Advisory Group
Texas
$3.81M -$756K -14,935 -17%
SMG
93
Smart Money Group
Texas
$3.8M +$3.24M +63,934 +587%
JWBC
94
John W. Brooker & Co
California
$3.74M -$832K -16,429 -18%
PWM
95
Perigon Wealth Management
California
$3.59M +$7.44K +147 +0.2%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$3.58M -$8.21M -162,095 -70%
GGS
97
Galvin Gaustad & Stein
Arizona
$3.48M -$1.12M -22,105 -24%
EWA
98
Encompass Wealth Advisors
Oregon
$3.33M +$658 +13 +0%
YIA
99
YHB Investment Advisors
Connecticut
$3.33M -$287K -5,667 -8%
NFP
100
Narus Financial Partners
Utah
$3.31M +$67.8K +1,340 +2%