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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 %
TB
176
Terril Brothers
Missouri
$255K +$255K +5,000 New
KL
177
KWMG LLC
Kansas
$251K +$251K +4,925 New
FA
178
FDx Advisors
Illinois
$244K +$1.58K +31 +0.7%
CTFG
179
Capstone Triton Financial Group
Oklahoma
$243K
GRP
180
Global Retirement Partners
California
$242K -$1.39M -27,292 -85%
HR
181
Howe & Rusling
New York
$230K +$230K +4,503 New
HAS
182
HBW Advisory Services
California
$229K +$229K +4,490 New
GI
183
Gradient Investments
Minnesota
$228K +$24.4K +477 +12%
AF
184
Advisornet Financial
Minnesota
$216K
PIA
185
Pinion Investment Advisors
Kansas
$216K +$216K +4,233 New
AWA
186
Acorn Wealth Advisors
Michigan
$210K +$210K +4,120 New
CTA
187
Colonial Trust Advisors
South Carolina
$209K +$209K +4,097 New
EIA
188
Eldridge Investment Advisors
New Hampshire
$205K
SFSIG
189
San Francisco Sentry Investment Group
California
$205K +$51 +1 +0%
VA
190
Valmark Advisers
Ohio
$204K +$204K +4,000 New
NCM
191
Next Capital Management
New York
$202K
RJT
192
Raymond James Trust
Florida
$200K
CAL
193
Capital Analysts LLC
Pennsylvania
$52K +$8.67K +170 +20%
US Bancorp
194
US Bancorp
Minnesota
$38K +$38K +750 New
KFI
195
Key Financial Inc
Pennsylvania
$34K
MAM
196
McCarthy Asset Management
California
$25K +$51 +1 +0.2%
Wells Fargo
197
Wells Fargo
California
$24K +$24K +480 New
SCA
198
Stonebridge Capital Advisors
Minnesota
$8K +$8K +150 New
EVM
199
Eaton Vance Management
Massachusetts
$3K +$3K +60 New
IAA
200
Ironsides Asset Advisors
North Carolina
-$3M -58,705 Closed