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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 %
PIA
201
Pinion Investment Advisors
Kansas
$216K
AWA
202
Acorn Wealth Advisors
Michigan
$211K +$1.07K +21 +0.5%
AIC
203
Ameritas Investment Company
Nebraska
$211K +$211K +4,133 New
DBT
204
Dubuque Bank & Trust
Iowa
$210K +$210K +4,109 New
GRP
205
Global Retirement Partners
California
$205K -$37.4K -732 -15%
SFSIG
206
San Francisco Sentry Investment Group
California
$205K
EWM
207
EPG Wealth Management
Georgia
$205K +$205K +4,018 New
VA
208
Valmark Advisers
Ohio
$204K
PCM
209
Parsons Capital Management
Rhode Island
$204K +$204K +3,990 New
FCIM
210
Fairview Capital Investment Management
California
$204K +$204K +4,000 New
DWT
211
Dorsey & Whitney Trust
South Dakota
$204K +$204K +4,000 New
RJT
212
Raymond James Trust
Florida
$200K
CGH
213
Crossmark Global Holdings
Texas
$200K +$200K +3,919 New
AF
214
Advisornet Financial
Minnesota
$191K -$25K -490 -12%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$148K +$148K +2,893 New
SB
216
Strategic Blueprint
Georgia
$70K +$70K +1,367 New
CAL
217
Capital Analysts LLC
Pennsylvania
$69K +$16.9K +330 +32%
JPMorgan Chase & Co
218
JPMorgan Chase & Co
New York
$56K +$56K +1,100 New
FGAM
219
Financial Gravity Asset Management
Texas
$51K +$51K +29 New
TFO
220
Tarbox Family Office
California
$51K +$51K +1,007 New
US Bancorp
221
US Bancorp
Minnesota
$38K
KFI
222
Key Financial Inc
Pennsylvania
$34K
RDFA
223
Ritter Daniher Financial Advisory
Ohio
$20K +$20K +400 New
SCA
224
Stonebridge Capital Advisors
Minnesota
$16K +$8K +150 +100%
MAA
225
Matrix Asset Advisors
New York
-$3.18M -62,362 Closed