We are live on ! Find out more
JMST icon

JPMorgan Ultra-Short Municipal Income ETF

45 hedge funds and large institutions have $69.8M invested in JPMorgan Ultra-Short Municipal Income ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

41% more funds holding

Funds holding: 3245 (+13)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

8% more capital invested

Capital invested by funds: $64.5M → $69.8M (+$5.29M)

5.16% less ownership

Funds ownership: 59.46%54.29% (-5.2%)

Holders
45
Holders Change
+13
Holders Change %
+40.63%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
13
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$21.4M +$21.4M +423,803 New
3AM
2
3D Asset Management
Connecticut
$6.97M -$104K -2,055 -1%
SFG
3
Sage Financial Group
Pennsylvania
$4.2M +$184K +3,647 +5%
LPL Financial
4
LPL Financial
California
$3.9M +$772K +15,294 +25%
CM
5
Capital Management
Virginia
$3.61M -$56.3K -1,115 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.69M -$86.8K -1,718 -3%
REMPR
7
Roof Eidam Maycock Peralta (REMP)
California
$2.37M +$2.37M +47,000 New
Jane Street
8
Jane Street
New York
$1.93M +$629K +12,444 +48%
CFG
9
Cooper Financial Group
California
$1.82M +$127K +2,512 +7%
AF
10
Advisornet Financial
Minnesota
$1.75M +$1.56M +30,787 +778%
CG
11
CFO4Life Group
Texas
$1.41M
UCFA
12
United Capital Financial Advisors
Texas
$1.35M +$1.35M +26,779 New
SAM
13
Shamrock Asset Management
Texas
$1.2M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.1M +$1.11M +21,919 New
CPIG
15
Chicago Partners Investment Group
Illinois
$1.1M -$827K -16,369 -43%
TCM
16
TD Capital Management
Tennessee
$1.09M +$1.09M +21,604 New
Citadel Advisors
17
Citadel Advisors
Florida
$996K +$301K +5,953 +43%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$877K -$149K -2,941 -14%
MML Investors Services
19
MML Investors Services
Massachusetts
$858K +$859K +17,009 New
WPSG
20
Wealth & Pension Services Group
Georgia
$821K -$28.4K -563 -3%
GC
21
Gratus Capital
Georgia
$791K -$240K -4,745 -23%
WCM
22
Windsor Capital Management
Arizona
$594K +$596K +11,795 New
RJA
23
Raymond James & Associates
Florida
$589K +$590K +11,683 New
Bank of America
24
Bank of America
North Carolina
$570K +$11.9K +236 +2%
Morgan Stanley
25
Morgan Stanley
New York
$558K +$505K +10,000 +930%