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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
Holders
225
Holders Change
+26
Holders Change %
+13.07%
% of All Funds
3.93%
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
Shares
Change %
CAN
151
Cetera Advisor Networks
California
$678K +$678K +13,279 New
DSAM
152
Dock Street Asset Management
Florida
$677K +$677K +13,253 New
WB
153
Webster Bank
Connecticut
$626K +$122K +2,400 +24%
KAS
154
Kestra Advisory Services
Texas
$614K +$204 +4 +0%
TA
155
Tiedemann Advisors
New York
$601K
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$587K -$69.3K -1,359 -11%
RW
157
REDW Wealth
New Mexico
$584K
SW
158
StrongBox Wealth
Missouri
$576K -$98.3K -1,925 -15%
NA
159
Nottingham Advisors
New York
$559K +$86K +1,685 +18%
TP
160
Tranquility Partners
Tennessee
$495K +$177K +3,458 +55%
ASN
161
Advisory Services Network
Georgia
$490K +$490K +9,605 New
MA
162
MONECO Advisors
Connecticut
$474K
EH
163
Equitable Holdings
New York
$470K +$470K +9,200 New
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$460K +$460K +9,000 New
SCG
165
Sonata Capital Group
Washington
$448K
RAM
166
Redmond Asset Management
Virginia
$444K +$444K +8,700 New
BIAS
167
Beacon Investment Advisory Services
New Jersey
$443K +$443K +8,669 New
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$425K +$8.12K +159 +2%
PP
169
Professional Planning
California
$422K +$204 +4 +0%
LNC
170
Lincoln National Corp
Pennsylvania
$394K -$885K -17,330 -69%
NC
171
NovaPoint Capital
Georgia
$393K -$5.11K -100 -1%
NEWAS
172
N.E.W. Advisory Services
Wisconsin
$388K +$388K +7,600 New
NL
173
NWAM LLC
Washington
$380K -$102K -1,998 -21%
KL
174
KWMG LLC
Kansas
$363K +$112K +2,186 +44%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$361K -$436K