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JPMorgan Ultra-Short Municipal Income ETF

388 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 123 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+30
Holders Change %
+8.38%
% of All Funds
5.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
74
Increased
123
Reduced
152
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
176
Laurel Wealth Planning
Minnesota
$1.26M +$208K +4,097 +20%
SW
177
StrongBox Wealth
Missouri
$1.23M +$98.9K +1,950 +9%
BCG
178
BayBridge Capital Group
California
$1.23M +$1.23M +24,295 New
Brown Advisory
179
Brown Advisory
Maryland
$1.21M -$112K -2,217 -9%
EFL
180
ERn Financial LLC
Wisconsin
$1.2M +$320K +6,304 +36%
JWBC
181
John W. Brooker & Co
California
$1.2M -$1.53M -30,216 -56%
TAM
182
Titleist Asset Management
Texas
$1.19M +$127K +2,503 +12%
SFS
183
Security Financial Services
Indiana
$1.18M -$206K -4,065 -15%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$1.15M -$21.9K -432 -2%
CA
185
Cetera Advisors
Colorado
$1.13M -$187K -3,686 -14%
FAG
186
Financial Advisory Group
Texas
$1.13M -$1.11M -21,900 -50%
GWSG
187
GPS Wealth Strategies Group
Colorado
$1.12M -$22.8K -449 -2%
CWS
188
Confluence Wealth Services
Pennsylvania
$1.12M +$1.12M +22,100 New
PIA
189
Perennial Investment Advisors
California
$1.12M +$481K +9,481 +76%
MTWM
190
Masso Torrence Wealth Management
New Jersey
$1.11M -$295K -5,818 -21%
CG
191
Cynosure Group
Utah
$1.11M
IPW
192
Intergy Private Wealth
Colorado
$1.1M +$4.21K +83 +0.4%
SRWM
193
Shira Ridge Wealth Management
California
$1.09M -$402K -7,913 -27%
CWM
194
Centurion Wealth Management
Virginia
$1.08M -$69.8K -1,375 -6%
FCFC
195
First Citizens Financial Corp
Iowa
$1.07M +$162K +3,186 +18%
NL
196
NWAM LLC
Washington
$1.05M -$506K -9,973 -33%
JFA
197
JNBA Financial Advisors
Minnesota
$1.04M -$64.8K -1,277 -6%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$1.03M -$322K -6,337 -24%
TP
199
Tranquility Partners
Tennessee
$1.02M +$605K +11,926 +147%
JBA
200
Johnson Bixby & Associates
Washington
$1.01M -$35.2K -693 -3%