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JPMorgan Ultra-Short Municipal Income ETF

355 hedge funds and large institutions have $1.97B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-11
Holders Change %
-3.01%
% of All Funds
5.6%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
33
Increased
110
Reduced
167
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPA
151
Shore Point Advisors
New Jersey
$1.62M +$2.43K +48 +0.2%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$1.55M +$83.9K +1,656 +6%
CAN
153
Cetera Advisor Networks
California
$1.54M +$566K +11,170 +58%
PA
154
Perennial Advisors
New York
$1.52M +$156K +3,087 +11%
IWC
155
Integrated Wealth Concepts
Massachusetts
$1.51M +$940K +18,559 +166%
MAC
156
Mason & Associates (California)
California
$1.5M -$14.9K -295 -1%
DT
157
Daniels + Tansey
Delaware
$1.5M -$103K -2,039 -6%
KL
158
KWMG LLC
Kansas
$1.48M +$39.5K +779 +3%
KWM
159
Kingsview Wealth Management
Oregon
$1.47M -$430K -8,487 -23%
AAS
160
Avantax Advisory Services
Texas
$1.46M +$1.19M +23,558 +442%
IIA
161
Integral Investment Advisors
California
$1.46M +$508K +10,031 +54%
RWA
162
Roberts Wealth Advisors
California
$1.46M -$10.1K -200 -0.7%
TWM
163
Tradition Wealth Management
Minnesota
$1.45M -$127K -2,500 -8%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$1.42M +$120K +2,373 +9%
Brown Advisory
165
Brown Advisory
Maryland
$1.41M -$579K -11,441 -29%
BFG
166
Bleakley Financial Group
New Jersey
$1.4M -$5.01K -99 -0.4%
SS
167
Simplicity Solutions
Minnesota
$1.4M -$5.01K -99 -0.4%
SFS
168
Starfox Financial Services
Texas
$1.4M -$245K -4,845 -15%
JBA
169
Johnson Bixby & Associates
Washington
$1.39M -$1.22M -24,144 -47%
AA
170
Ancora Advisors
Ohio
$1.39M
EFS
171
Essex Financial Services
Connecticut
$1.39M +$6.89K +136 +0.5%
BFO
172
Boston Family Office
Massachusetts
$1.39M -$5.37M -106,096 -79%
SFS
173
Security Financial Services
Indiana
$1.37M -$658 -13 -0%
AWM
174
AE Wealth Management
Kansas
$1.37M -$785K -15,491 -36%
DBT
175
Dubuque Bank & Trust
Iowa
$1.35M -$203K -4,015 -13%