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JPMorgan Ultra-Short Municipal Income ETF

432 hedge funds and large institutions have $2.22B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 191 increasing their positions, 134 reducing their positions, and 37 closing their positions.

Holders
432
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
6.25%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
53
Increased
191
Reduced
134
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$6.22M -$700K -13,743 -10%
HWM
77
HB Wealth Management
Georgia
$5.96M +$245K +4,814 +4%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$5.92M +$961K +18,869 +19%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$5.89M -$333K -6,547 -5%
BF
80
BOK Financial
Oklahoma
$5.83M +$2.97M +58,423 +104%
ICP
81
Interchange Capital Partners
Pennsylvania
$5.76M +$312K +6,128 +6%
SF
82
Synovus Financial
Georgia
$5.74M +$2.76M +54,117 +93%
CastleKeep Investment Advisors
83
CastleKeep Investment Advisors
Connecticut
$5.61M -$45.8K -900 -0.8%
PP
84
PDS Planning
Ohio
$5.47M -$1.24M -24,403 -19%
BIAS
85
Beacon Investment Advisory Services
New Jersey
$5.29M +$1.51M +29,637 +40%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$5.14M +$41.4K +812 +0.8%
BWM
87
BCGM Wealth Management
Indiana
$5.14M -$2.6M -50,961 -34%
EWA
88
EP Wealth Advisors
California
$5.05M +$713K +14,000 +16%
SAF
89
Smith Anglin Financial
Texas
$5.03M +$5.03M +98,773 New
EWM
90
Elmwood Wealth Management
California
$4.93M +$918K +18,025 +23%
GIM
91
Goelzer Investment Management
Indiana
$4.85M +$988K +19,396 +26%
LC
92
Legacy CG
Texas
$4.84M +$284K +5,574 +6%
BOPW
93
Brandywine Oak Private Wealth
Pennsylvania
$4.84M +$82.3K +1,616 +2%
CTA
94
Chesley Taft & Associates
Illinois
$4.6M +$1.11M +21,885 +32%
SFG
95
Sunburst Financial Group
Alabama
$4.35M -$328K -6,431 -7%
WAAG
96
Wealth Alliance Advisory Group
Kansas
$4.33M -$40.2K -789 -0.9%
MIS
97
Morningstar Investment Services
Illinois
$4.27M +$62.4K +1,225 +1%
PWM
98
Perigon Wealth Management
California
$4.09M -$729K -14,305 -15%
JWM
99
Jupiter Wealth Management
Colorado
$4.08M
CFG
100
Cooper Financial Group
California
$4.03M -$739K -14,511 -16%