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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 %
APW
201
Acima Private Wealth
Virginia
$952K
MSFS
202
Main Street Financial Solutions
Pennsylvania
$920K -$32.4K -640 -3%
LA
203
LexAurum Advisors
Kansas
$907K -$166K -3,281 -15%
FMP
204
Financial Management Professionals
Texas
$896K +$14.2K +280 +2%
NW
205
Naviter Wealth
Arkansas
$879K +$879K +17,361 New
SWP
206
Stratos Wealth Partners
Ohio
$875K +$407K +8,035 +87%
DSA
207
Droms Strauss Advisors
Missouri
$857K -$272K -5,377 -24%
IA
208
IFG Advisory
Georgia
$829K -$53.2K -1,050 -6%
NL
209
NWAM LLC
Washington
$819K -$2.39M -47,246 -75%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$814K +$814K +16,068 New
IA
211
IAM Advisory
Pennsylvania
$774K +$4K +79 +0.5%
PAS
212
Park Avenue Securities
New York
$773K +$773K +15,254 New
AC
213
Apella Capital
Connecticut
$771K +$771K +15,215 New
SWP
214
Summit Wealth Partners
Florida
$764K -$47K -928 -6%
VIM
215
Vista Investment Management
Pennsylvania
$760K +$50.7K +1,000 +7%
KAS
216
Kestra Advisory Services
Texas
$753K -$83K -1,638 -10%
PTC
217
Private Trust Company
Ohio
$747K +$42.1K +832 +6%
MP
218
McDonald Partners
Ohio
$739K
AHC
219
Anderson Hoagland & Co
Missouri
$730K -$23.2M -457,828 -97%
AWM
220
Avaii Wealth Management
Wisconsin
$727K -$60.8K -1,200 -8%
FCFC
221
First Citizens Financial Corp
Iowa
$726K +$726K +14,326 New
OIA
222
OneDigital Investment Advisors
Kansas
$714K -$2.03K -40 -0.3%
KW
223
KWB Wealth
California
$713K +$1.82K +36 +0.3%
HVP
224
Hudson Value Partners
Florida
$709K -$177K -3,500 -20%
REMPR
225
Roof Eidam Maycock Peralta (REMP)
California
$709K -$1.71M -33,800 -71%