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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 %
SCG
151
Sonata Capital Group
Washington
$448K
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$436K -$202K
PP
153
Professional Planning
California
$422K +$170K +3,337 +67%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$417K +$79.4K +1,554 +24%
SI
155
Stephens Inc
Arkansas
$411K -$80.4K -1,577 -16%
AC
156
Avestar Capital
New York
$408K
CA
157
Continuum Advisory
Idaho
$405K +$460 +9 +0.1%
NC
158
NovaPoint Capital
Georgia
$398K +$398K +7,799 New
MA
159
Mutual Advisors
Nebraska
$391K -$558K -10,937 -59%
LB
160
Leo Brokerage
Texas
$377K +$377K +7,380 New
MFG
161
Merit Financial Group
Georgia
$362K +$362K +7,090 New
ACP
162
Arcus Capital Partners
Georgia
$356K -$1.58M -30,993 -82%
B
163
Bailard
California
$340K +$340K +6,660 New
PIA
164
Perennial Investment Advisors
California
$334K -$213K -4,172 -39%
William Blair & Company
165
William Blair & Company
Illinois
$325K +$325K +6,365 New
SBL
166
Sargent Bickham Lagudis
Colorado
$321K -$17K -333 -5%
TP
167
Tranquility Partners
Tennessee
$318K -$825K -16,174 -72%
LSPW
168
Lake Street Private Wealth
Illinois
$317K -$2.71K -53 -0.8%
TI
169
Tidal Investments
Wisconsin
$306K
OC
170
Oppenheimer & Co
New York
$306K
HG
171
Harbor Group
New Hampshire
$302K
FT
172
Fiduciary Trust
Massachusetts
$300K +$300K +5,875 New
Morgan Stanley
173
Morgan Stanley
New York
$293K -$39.2K -767 -12%
ICM
174
IMS Capital Management
Oregon
$281K
EFS
175
Essex Financial Services
Connecticut
$270K +$270K +5,285 New