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JPMorgan Ultra-Short Municipal Income ETF

255 hedge funds and large institutions have $1.32B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+30
Holders Change %
+13.33%
% of All Funds
4.48%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.4%
New
46
Increased
117
Reduced
61
Closed
13
Calls
$36K
Puts
Net Calls
+$36K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
151
Cetera Advisor Networks
California
$886K +$208K +4,065 +31%
WA
152
Winfield Associates
Ohio
$868K
DBT
153
Dubuque Bank & Trust
Iowa
$864K +$654K +12,812 +312%
AAS
154
Annex Advisory Services
Wisconsin
$847K -$372K -7,275 -31%
LA
155
LexAurum Advisors
Kansas
$822K -$9.4K -184 -1%
GVAG
156
Great Valley Advisor Group
Delaware
$806K +$806K +15,777 New
DSAM
157
Dock Street Asset Management
Florida
$778K +$101K +1,972 +15%
GC
158
Gratus Capital
Georgia
$765K
KAS
159
Kestra Advisory Services
Texas
$741K +$127K +2,478 +21%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$733K -$337K -6,608 -32%
WCM
161
Windsor Capital Management
Arizona
$727K -$80.4K -1,575 -10%
SBL
162
Sargent Bickham Lagudis
Colorado
$721K
ASN
163
Advisory Services Network
Georgia
$717K +$226K +4,431 +46%
PCWA
164
Pacific Capital Wealth Advisors
California
$710K -$876K -17,146 -55%
SWP
165
Summit Wealth Partners
Florida
$694K -$65.4K -1,281 -9%
HFM
166
Hartford Financial Management
Connecticut
$688K -$22.8K -446 -3%
Stifel Financial
167
Stifel Financial
Missouri
$682K -$367K -7,183 -35%
SIAP
168
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$679K -$40.8K -800 -6%
GCA
169
Gradient Capital Advisors
California
$643K -$59.9K -1,172 -9%
PWM
170
Perigon Wealth Management
California
$643K +$643K +12,590 New
WB
171
Webster Bank
Connecticut
$626K
RCA
172
Resonant Capital Advisors
Wisconsin
$606K -$276K -5,393 -31%
PP
173
Professional Planning
California
$605K +$182K +3,575 +43%
KL
174
KWMG LLC
Kansas
$585K +$222K +4,339 +61%
RW
175
REDW Wealth
New Mexico
$584K