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JPMorgan Ultra-Short Municipal Income ETF

199 hedge funds and large institutions have $964M invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+31
Holders Change %
+18.45%
% of All Funds
3.5%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.25%
New
46
Increased
88
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFL
126
ERn Financial LLC
Wisconsin
$809K +$18.9K +370 +2%
LA
127
LexAurum Advisors
Kansas
$805K +$105K +2,054 +15%
AOWM
128
Alpha Omega Wealth Management
Virginia
$797K +$20K +392 +3%
CG
129
CFO4Life Group
Texas
$778K -$4.33M -84,835 -85%
SIAP
130
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$766K
GC
131
Gratus Capital
Georgia
$765K -$1.18M -23,144 -61%
BWG
132
Beta Wealth Group
California
$753K +$753K +14,751 New
SWP
133
Summit Wealth Partners
Florida
$747K
WCM
134
Windsor Capital Management
Arizona
$744K -$87K -1,706 -10%
GCA
135
Gradient Capital Advisors
California
$702K +$472K +9,249 +205%
GF
136
Gries Financial
Ohio
$680K +$680K +13,333 New
SW
137
StrongBox Wealth
Missouri
$674K
UCFA
138
United Capital Financial Advisors
Texas
$666K +$156K +3,052 +31%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$657K +$204 +4 +0%
KAS
140
Kestra Advisory Services
Texas
$614K +$41.8K +819 +7%
TA
141
Tiedemann Advisors
New York
$601K +$601K +11,769 New
RW
142
REDW Wealth
New Mexico
$583K +$583K +11,431 New
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$565K -$22.2K -435 -4%
HIC
144
Holderness Investments Company
North Carolina
$565K +$565K +11,060 New
WB
145
Webster Bank
Connecticut
$504K
OWM
146
Opes Wealth Management
California
$496K +$496K +9,720 New
NL
147
NWAM LLC
Washington
$482K +$131K +2,558 +37%
MA
148
MONECO Advisors
Connecticut
$474K +$153K +3,000 +48%
NA
149
Nottingham Advisors
New York
$473K +$473K +9,270 New
WA
150
Winfield Associates
Ohio
$459K +$459K +9,000 New