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JPMorgan Ultra-Short Municipal Income ETF

67 hedge funds and large institutions have $117M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

78% more capital invested

Capital invested by funds: $65.7M → $117M (+$51M)

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

16% more funds holding

Funds holding: 5867 (+9)

9.96% more ownership

Funds ownership: 46.45%56.41% (+10%)

Holders
67
Holders Change
+9
Holders Change %
+15.52%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
28
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.4M +$5.96M +118,162 +109%
Bank of America
2
Bank of America
North Carolina
$10.4M +$10.1M +199,901 +3,665%
LDFR
3
Lehman & Derafelo Financial Resources
Pennsylvania
$9.18M +$9.18M +182,000 New
Jane Street
4
Jane Street
New York
$7.9M +$6.84M +135,493 +640%
NEIRG
5
New England Investment & Retirement Group
Massachusetts
$7.48M +$7.48M +148,260 New
3AM
6
3D Asset Management
Connecticut
$7.26M +$290K +5,746 +4%
PCWA
7
Pacific Capital Wealth Advisors
California
$4.29M +$4.29M +84,987 New
TCM
8
TD Capital Management
Tennessee
$4.14M +$2.1M +41,598 +103%
SFG
9
Sage Financial Group
Pennsylvania
$3.33M -$905K -17,930 -21%
REMPR
10
Roof Eidam Maycock Peralta (REMP)
California
$2.51M +$101K +2,000 +4%
CM
11
Capital Management
Virginia
$2.48M -$1.66M -32,915 -40%
FCA
12
FinTrust Capital Advisors
South Carolina
$2.27M +$2.27M +45,000 New
GC
13
Gratus Capital
Georgia
$2.19M +$341K +6,760 +18%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.02M -$362K -7,169 -15%
RW
15
RVW Wealth
California
$2M +$3.58K +71 +0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.74M +$1.74M +34,498 New
PP
17
Palladium Partners
Virginia
$1.71M -$10.6K -210 -0.6%
UBS Group
18
UBS Group
Switzerland
$1.71M +$1.71M +33,900 New
AF
19
Advisornet Financial
Minnesota
$1.6M -$825K -16,358 -34%
UCFA
20
United Capital Financial Advisors
Texas
$1.5M +$114K +2,266 +8%
BEAM
21
Baker Ellis Asset Management
Washington
$1.33M +$590K +11,700 +80%
SW
22
SkyOak Wealth
Michigan
$1.32M +$662K +13,125 +101%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.25M +$1.06K +21 +0.1%
AAS
24
Annex Advisory Services
Wisconsin
$1.23M +$1.23M +24,379 New
SWP
25
Summit Wealth Partners
Florida
$1.21M +$242K +4,794 +25%