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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
LNC
101
Lincoln National Corp
Pennsylvania
$2.34M +$1.95M +38,181 +495%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$2.34M -$1.28M -25,092 -35%
BWG
103
Beta Wealth Group
California
$2.28M +$25.9K +507 +1%
SFP
104
Sandbox Financial Partners
Maryland
$2.27M -$559K -10,944 -20%
HWAM
105
Hennion & Walsh Asset Management
New Jersey
$2.14M -$583K -11,413 -21%
MML Investors Services
106
MML Investors Services
Massachusetts
$2.12M +$535K +10,480 +34%
IA
107
IFP Advisors
Florida
$2.1M -$240K -4,703 -10%
APW
108
Acima Private Wealth
Virginia
$2.1M +$513K +10,042 +32%
SW
109
SVB Wealth
Massachusetts
$2.08M -$230K -4,500 -10%
YIA
110
YHB Investment Advisors
Connecticut
$2.06M +$206K +4,035 +11%
Truist Financial
111
Truist Financial
North Carolina
$1.95M +$633K +12,399 +48%
TFM
112
TFC Financial Management
Massachusetts
$1.88M +$173K +3,391 +10%
DI
113
DFPG Investments
Utah
$1.77M -$272K -5,330 -13%
CFGF
114
Compass Financial Group (Florida)
Florida
$1.75M +$1.75M +34,203 New
PCM
115
Pennsylvania Capital Management
Pennsylvania
$1.74M -$159K -3,120 -8%
BCP
116
Blue Chip Partners
Michigan
$1.73M +$589K +11,534 +52%
REMPR
117
Roof Eidam Maycock Peralta (REMP)
California
$1.72M +$340K +6,666 +25%
Lido Advisors
118
Lido Advisors
California
$1.67M +$875K +17,126 +110%
CFO
119
Collective Family Office
Pennsylvania
$1.66M +$244K +4,768 +17%
DT
120
Daniels + Tansey
Delaware
$1.57M -$573K -11,214 -27%
CG
121
CFO4Life Group
Texas
$1.46M +$766 +15 +0.1%
AUB
122
Atlantic Union Bankshares
Virginia
$1.41M +$81.3K +1,591 +6%
CW
123
CreativeOne Wealth
Kansas
$1.31M -$100K -1,958 -7%
OPS
124
Orion Portfolio Solutions
Nebraska
$1.31M +$215K +4,214 +20%
BIAS
125
Beacon Investment Advisory Services
New Jersey
$1.28M +$842K +16,485 +190%