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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
EWA
101
Encompass Wealth Advisors
Oregon
$3.32M +$252 +5 +0%
RCM
102
Requisite Capital Management
Texas
$3.31M -$3.02M -59,973 -48%
NL
103
NWAM LLC
Washington
$3.3M -$591K -11,724 -15%
SCA
104
Snowden Capital Advisors
New York
$3.25M -$262K -5,200 -7%
NFP
105
Narus Financial Partners
Utah
$3.23M +$913K +18,111 +40%
VPP
106
Vertex Planning Partners
Illinois
$3.19M +$3.19M +63,180 New
BL
107
BFSG LLC
California
$3.16M -$2.06M -40,885 -40%
EWA
108
EP Wealth Advisors
California
$3.15M -$1.24M -24,670 -28%
PCG
109
Prosperity Consulting Group
Maryland
$3.15M -$733K -14,529 -19%
SFM
110
Signet Financial Management
New Jersey
$3.09M -$38.9K -771 -1%
CFO
111
Collective Family Office
Pennsylvania
$3.08M -$2.02M -40,132 -40%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$3.04M +$68.8K +1,365 +2%
AFG
113
Albion Financial Group
Utah
$3M +$179K +3,550 +6%
HWP
114
Highline Wealth Partners
California
$3M +$2.99M +59,276 New
IIC
115
Ironwood Investment Counsel
Arizona
$2.83M +$655K +12,994 +30%
FCIM
116
Fairview Capital Investment Management
California
$2.8M -$7.24M -143,575 -72%
WIP
117
WealthCare Investment Partners
Rhode Island
$2.79M +$1.12M +22,168 +67%
BWM
118
Baystate Wealth Management
Massachusetts
$2.75M -$103K -2,046 -4%
B
119
Bailard
California
$2.72M +$2.09M +41,456 +334%
SWM
120
Seed Wealth Management
Illinois
$2.69M +$2.69M +53,300 New
RWA
121
Roberts Wealth Advisors
California
$2.67M -$1.16M -22,974 -30%
JBA
122
Johnson Bixby & Associates
Washington
$2.65M +$510K +10,107 +24%
FTUS
123
Flow Traders U.S.
New York
$2.62M -$811K -16,073 -24%
HFM
124
Hartford Financial Management
Connecticut
$2.62M -$1.49M -29,515 -36%
LDFR
125
Lehman & Derafelo Financial Resources
Pennsylvania
$2.59M -$126K -2,500 -5%