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JPMorgan Ultra-Short Municipal Income ETF

225 hedge funds and large institutions have $1.1B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

77% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 57

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

14% more capital invested

Capital invested by funds: $964M → $1.1B (+$135M)

13% more funds holding

Funds holding: 199225 (+26)

3.31% less ownership

Funds ownership: 63.39%60.08% (-3.3%)

Holders
225
Holders Change
+26
Holders Change %
+13.07%
% of All Funds
3.92%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.3%
New
43
Increased
101
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
126
Raymond James Financial Services Advisors
Florida
$1.07M +$50.7K +993 +5%
HVP
127
Hudson Value Partners
Florida
$1.07M +$1.07M +20,940 New
GA
128
GoalVest Advisory
New York
$1.07M -$98.4K -1,928 -8%
Stifel Financial
129
Stifel Financial
Missouri
$1.05M -$420K -8,225 -29%
MAM
130
Meeder Asset Management
Ohio
$1.04M
MA
131
Modus Advisors
Minnesota
$960K -$250K -4,899 -21%
AC
132
Abbrea Capital
California
$950K +$950K +18,600 New
HIC
133
Holderness Investments Company
North Carolina
$901K +$336K +6,590 +60%
RCA
134
Resonant Capital Advisors
Wisconsin
$881K -$10.2K -200 -1%
PCIA
135
Prime Capital Investment Advisors
Kansas
$871K -$378K -7,407 -30%
WA
136
Winfield Associates
Ohio
$868K +$408K +8,000 +89%
PAG
137
Private Advisor Group
New Jersey
$860K +$860K +16,842 New
MPW
138
Monterey Private Wealth
California
$858K -$304K -5,949 -26%
LA
139
LexAurum Advisors
Kansas
$831K +$26.2K +514 +3%
VWA
140
V Wealth Advisors
Kansas
$816K -$65.4K -1,280 -7%
WCM
141
Windsor Capital Management
Arizona
$807K +$62.4K +1,222 +8%
Lido Advisors
142
Lido Advisors
California
$798K -$1.44M -28,202 -64%
AOWM
143
Alpha Omega Wealth Management
Virginia
$797K +$51 +1 +0%
UCFA
144
United Capital Financial Advisors
Texas
$781K +$114K +2,240 +17%
GC
145
Gratus Capital
Georgia
$765K
SWP
146
Summit Wealth Partners
Florida
$759K +$11.7K +230 +2%
SIAP
147
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$720K -$46K -900 -6%
SBL
148
Sargent Bickham Lagudis
Colorado
$720K +$399K +7,815 +124%
HFM
149
Hartford Financial Management
Connecticut
$711K -$537K -10,523 -43%
GCA
150
Gradient Capital Advisors
California
$702K