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JPMorgan Ultra-Short Municipal Income ETF

225 hedge funds and large institutions have $1.1B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

77% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 57

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

14% more capital invested

Capital invested by funds: $964M → $1.1B (+$135M)

13% more funds holding

Funds holding: 199225 (+26)

3.31% less ownership

Funds ownership: 63.39%60.08% (-3.3%)

Holders
225
Holders Change
+26
Holders Change %
+13.07%
% of All Funds
3.92%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.3%
New
43
Increased
101
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HB
1
Homrich & Berg
Georgia
$95.7M +$12.3M +240,342 +15%
TC
2
TownSquare Capital
Utah
$86.1M +$7.87M +154,200 +10%
CP
3
Corbenic Partners
Pennsylvania
$64.4M -$37.6M -735,781 -37%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.4M -$23.5M -460,017 -34%
PP
5
Palladium Partners
Virginia
$44M +$1.35M +26,440 +3%
AA
6
Auxano Advisors
Washington
$40.8M +$37.7M +738,706 +1,221%
Bank of America
7
Bank of America
North Carolina
$29.3M +$5.24M +102,552 +22%
Jane Street
8
Jane Street
New York
$25.9M +$10.1M +197,242 +63%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$22.9M +$20M +391,282 +674%
OCM
10
One Capital Management
California
$21.6M +$516K +10,104 +2%
CCM
11
Covington Capital Management
California
$20.2M +$8.53M +167,042 +73%
B
12
Bailard
California
$19.2M +$18.9M +369,553 +5,549%
AP
13
Americana Partners
Texas
$18.6M +$8.3M +162,605 +76%
KA
14
Klingman & Associates
New York
$18.5M +$3.37M +65,925 +22%
HighTower Advisors
15
HighTower Advisors
Illinois
$16.7M +$5.85M +114,532 +54%
TW
16
Transform Wealth
Colorado
$16.6M +$11.5M +224,476 +222%
WAM
17
Weatherly Asset Management
California
$16.6M +$2.27M +44,486 +16%
Franklin Resources
18
Franklin Resources
California
$15.2M -$2.01M -39,290 -12%
UBS Group
19
UBS Group
Switzerland
$15M +$2.64M +51,634 +21%
BTWM
20
Baker Tilly Wealth Management
Wisconsin
$13.6M +$1.51M +29,628 +13%
FFA
21
First Foundation Advisors
California
$12.6M +$12.6M +246,848 New
RJA
22
Raymond James & Associates
Florida
$11.7M +$560K +10,971 +5%
TWM
23
TMD Wealth Management
Arizona
$11.5M -$1.56M -30,550 -12%
CFA
24
Capstone Financial Advisors
Illinois
$11.5M -$2.17M -42,438 -16%
SWM
25
Segment Wealth Management
Texas
$11.4M +$1.76M +34,450 +18%