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JPMorgan Ultra-Short Municipal Income ETF

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

4% more funds holding

Funds holding: 353366 (+13)

6.01% less ownership

Funds ownership: 79.82%73.81% (-6%)

9% less capital invested

Capital invested by funds: $2.01B → $1.83B (-$179M)

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

27% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 158

Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.83%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
126
Sandbox Financial Partners
Maryland
$2.43M +$73.6K +1,454 +3%
FWA
127
FSM Wealth Advisors
Ohio
$2.37M +$572K +11,288 +32%
SW
128
SkyOak Wealth
Michigan
$2.35M +$231K +4,563 +11%
SEA
129
Stegent Equity Advisors
Texas
$2.31M +$543K +10,722 +31%
JFA
130
JNBA Financial Advisors
Minnesota
$2.24M -$1.44M -28,409 -39%
VCM
131
Virtue Capital Management
Tennessee
$2.24M
SRWM
132
Shira Ridge Wealth Management
California
$2.17M -$316K -6,233 -13%
AWM
133
AE Wealth Management
Kansas
$2.16M -$346K -6,830 -14%
CWAF
134
Core Wealth Advisors (Florida)
Florida
$2.1M +$1.06M +20,982 +103%
MA
135
Mutual Advisors
Nebraska
$2.02M -$36.8K -726 -2%
WIC
136
Woodmont Investment Counsel
Tennessee
$2M -$262K -5,168 -12%
CFA
137
Capstone Financial Advisors
Illinois
$2M +$231K +4,554 +13%
Brown Advisory
138
Brown Advisory
Maryland
$2M -$15.6K -308 -0.8%
KSWA
139
Kathleen S. Wright Associates
Pennsylvania
$1.99M -$512K -10,104 -20%
HFM
140
Hartford Financial Management
Connecticut
$1.99M -$637K -12,575 -24%
BA
141
Bristlecone Advisors
Washington
$1.98M -$1.38M -27,307 -41%
CTA
142
Chesley Taft & Associates
Illinois
$1.91M -$349K -6,900 -15%
KWM
143
Kingsview Wealth Management
Oregon
$1.91M -$1.55M -30,572 -45%
KA
144
Kooman & Associates
Pennsylvania
$1.89M -$61.3K -1,210 -3%
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$1.85M +$279K +5,504 +18%
PAG
146
Paladin Advisory Group
Iowa
$1.84M +$1.83M +36,187 New
PAG
147
Private Advisor Group
New Jersey
$1.81M -$73.4K -1,449 -4%
CTC
148
Central Trust Company
Missouri
$1.79M -$665K -13,125 -27%
Bank of New York Mellon
149
Bank of New York Mellon
New York
$1.77M +$1.77M +34,862 New
CFGF
150
Compass Financial Group (Florida)
Florida
$1.75M -$3.39K -67 -0.2%