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JPMorgan Ultra-Short Municipal Income ETF

96 hedge funds and large institutions have $196M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

68% more capital invested

Capital invested by funds: $117M → $196M (+$79.4M)

43% more funds holding

Funds holding: 6796 (+29)

7.1% less ownership

Funds ownership: 56.41%49.3% (-7.1%)

Holders
96
Holders Change
+29
Holders Change %
+43.28%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
38
Increased
36
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$14M +$3.54M +69,698 +34%
RCM
2
Requisite Capital Management
Texas
$13.1M +$13M +256,220 New
LPL Financial
3
LPL Financial
California
$11.8M +$203K +4,005 +2%
PP
4
Palladium Partners
Virginia
$10.1M +$8.29M +163,300 +481%
LDFR
5
Lehman & Derafelo Financial Resources
Pennsylvania
$9.18M -$102K -2,000 -1%
NEIRG
6
New England Investment & Retirement Group
Massachusetts
$9.02M +$1.46M +28,675 +19%
UBS Group
7
UBS Group
Switzerland
$7.36M +$5.6M +110,378 +326%
FA
8
FCG Advisors
New Jersey
$7.23M +$7.2M +141,826 New
3AM
9
3D Asset Management
Connecticut
$7.17M -$171K -3,371 -2%
Franklin Resources
10
Franklin Resources
California
$5.47M +$5.45M +107,275 New
CFA
11
Capstone Financial Advisors
Illinois
$4.79M +$4.77M +93,863 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.83M +$2.91M +57,244 +319%
TCM
13
TD Capital Management
Tennessee
$3.77M -$414K -8,152 -10%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.62M +$1.86M +36,548 +106%
IAA
15
Ironsides Asset Advisors
North Carolina
$3.25M +$3.23M +63,705 New
GSAM
16
Grant Street Asset Management
Pennsylvania
$3.03M +$3.02M +59,440 New
BA
17
Bristlecone Advisors
Washington
$2.77M +$2.04M +40,135 +281%
AAS
18
Annex Advisory Services
Wisconsin
$2.71M +$1.46M +28,678 +118%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.65M +$1.38M +27,149 +109%
WAM
20
Weatherly Asset Management
California
$2.54M +$2.52M +49,725 New
REMPR
21
Roof Eidam Maycock Peralta (REMP)
California
$2.53M
FCA
22
FinTrust Capital Advisors
South Carolina
$2.37M +$76.2K +1,500 +3%
CM
23
Capital Management
Virginia
$2.3M -$209K -4,121 -8%
CCM
24
Covington Capital Management
California
$2.29M +$2.24M +44,100 +4,768%
ACM
25
Avalon Capital Management
California
$2.04M +$2.03M +40,000 New