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JPMorgan Ultra-Short Municipal Income ETF

388 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 123 increasing their positions, 152 reducing their positions, and 40 closing their positions.

Holders
388
Holders Change
+30
Holders Change %
+8.38%
% of All Funds
5.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
74
Increased
123
Reduced
152
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$5.65M +$2.09M +41,217 +59%
WFA
77
Websterrogers Financial Advisors
South Carolina
$5.59M -$1.58M -31,221 -22%
EWM
78
Elmwood Wealth Management
California
$5.49M -$134K -2,650 -2%
Truist Financial
79
Truist Financial
North Carolina
$5.49M -$482K -9,504 -8%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$5.45M +$213K +4,193 +4%
BOPW
81
Brandywine Oak Private Wealth
Pennsylvania
$5.4M -$1.04M -20,545 -16%
KCM
82
Kathmere Capital Management
Pennsylvania
$5.18M -$14.6M -286,791 -74%
EWA
83
EP Wealth Advisors
California
$5.14M +$369K +7,265 +8%
MWA
84
MFA Wealth Advisors
Pennsylvania
$5.11M +$64.2K +1,266 +1%
GRP
85
Global Retirement Partners
California
$5M +$1.83M +35,975 +57%
ZIC
86
ZWJ Investment Counsel
Georgia
$4.82M -$226K -4,452 -4%
PWM
87
Perigon Wealth Management
California
$4.59M -$2.1M -41,377 -31%
IA
88
IMZ Advisory
Florida
$4.58M +$4.58M +90,378 New
CM
89
Capital Management
Virginia
$4.58M +$436K +8,590 +11%
FFA
90
First Foundation Advisors
California
$4.48M -$2.3M -45,398 -34%
4WM
91
49 Wealth Management
Texas
$4.43M +$4.43M +87,256 New
MWM
92
Modern Wealth Management
Kansas
$4.1M +$4.1M +80,772 New
VF
93
Vawter Financial
Ohio
$4.1M +$26.1K +515 +0.6%
SFM
94
Signet Financial Management
New Jersey
$4.09M -$40.8K -805 -1%
JWM
95
Jupiter Wealth Management
Colorado
$4.06M
KA
96
Klingman & Associates
New York
$3.89M -$1.41M -27,883 -27%
GLLW
97
Graves Light Lenhart Wealth
Virginia
$3.85M -$158K -3,112 -4%
WAAG
98
Wealth Alliance Advisory Group
Kansas
$3.8M -$23.7K -468 -0.6%
DAS
99
Dynamic Advisor Solutions
Arizona
$3.79M +$105K +2,074 +3%
HWP
100
Highline Wealth Partners
California
$3.65M +$307K +6,056 +9%