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JPMorgan Ultra-Short Municipal Income ETF

432 hedge funds and large institutions have $2.22B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 191 increasing their positions, 134 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
6.25%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
53
Increased
191
Reduced
134
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TDC
201
Thompson Davis & Co
Virginia
$1.21M +$139K +2,722 +13%
PFS
202
Prospera Financial Services
Texas
$1.2M +$18.4K +361 +2%
NC
203
NewSquare Capital
Pennsylvania
$1.19M -$99.4K -1,951 -8%
PSCM
204
Per Stirling Capital Management
Texas
$1.19M -$50.9K -1,000 -4%
AWM
205
Able Wealth Management
New Jersey
$1.16M -$181K -3,547 -13%
MWM
206
Modera Wealth Management
New Jersey
$1.15M -$356K -6,994 -24%
PWH
207
Priebe Wealth Holdings
Minnesota
$1.12M +$191K +3,756 +21%
CG
208
Cynosure Group
Utah
$1.11M
PGAM
209
Princeton Global Asset Management
New Jersey
$1.11M +$1.02M +19,971 +1,141%
RWA
210
Rooted Wealth Advisors
Illinois
$1.06M +$11.6K +228 +1%
RMF
211
Red Mountain Financial
Colorado
$1.06M +$14.5K +285 +1%
NF
212
NavPoint Financial
Minnesota
$1.06M -$464K -9,110 -30%
IPW
213
Intergy Private Wealth
Colorado
$1.04M +$3.97K +78 +0.4%
FB
214
Fulton Bank
Pennsylvania
$1.04M +$141K +2,759 +16%
TIM
215
Tortoise Investment Management
New York
$1.03M +$241K +4,730 +31%
WIC
216
Woodmont Investment Counsel
Tennessee
$1.02M +$207K +4,056 +25%
TP
217
Tranquility Partners
Tennessee
$1.02M
SOS
218
Silver Oak Securities
Tennessee
$1.02M +$496K +9,733 +95%
UAG
219
United Advisor Group
Ohio
$1.01M +$131K +2,579 +15%
SFS
220
Security Financial Services
Indiana
$998K +$7.74K +152 +0.8%
JJBC
221
James J. Burns & Company
New York
$995K -$1.8M -35,342 -64%
BAWC
222
Boyce & Associates Wealth Consulting
Texas
$990K -$5.09K -100 -0.5%
P
223
&Partners
Tennessee
$984K +$984K +19,312 New
SWM
224
SFG Wealth Management
Maryland
$973K +$973K +19,109 New
DWP
225
Daymark Wealth Partners
Ohio
$967K -$611K -12,001 -39%