We are live on ! Find out more
JMST icon

JPMorgan Ultra-Short Municipal Income ETF

255 hedge funds and large institutions have $1.32B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

92% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 61

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

20% more capital invested

Capital invested by funds: $1.1B → $1.32B (+$221M)

13% more funds holding

Funds holding: 225255 (+30)

0.6% less ownership

Funds ownership: 60.08%59.47% (-0.6%)

Holders
255
Holders Change
+30
Holders Change %
+13.33%
% of All Funds
4.46%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.4%
New
46
Increased
117
Reduced
61
Closed
13
Calls
$36K
Puts
Net Calls
+$36K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1
TownSquare Capital
Utah
$97.4M +$11.2M +219,867 +13%
HB
2
Homrich & Berg
Georgia
$96.5M +$764K +14,949 +0.8%
CP
3
Corbenic Partners
Pennsylvania
$68.2M +$3.82M +74,851 +6%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59M +$13.5M +265,256 +30%
AA
5
Auxano Advisors
Washington
$43.4M +$2.56M +50,030 +6%
PP
6
Palladium Partners
Virginia
$42.5M -$1.55M -30,400 -4%
VWM
7
Venturi Wealth Management
Texas
$37.1M +$37.1M +725,435 New
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$28.4M +$5.44M +106,510 +24%
Bank of America
9
Bank of America
North Carolina
$27.8M -$1.47M -28,865 -5%
CCM
10
Covington Capital Management
California
$25M +$4.83M +94,655 +24%
KA
11
Klingman & Associates
New York
$24.8M +$6.25M +122,435 +34%
OCM
12
One Capital Management
California
$23M +$1.35M +26,398 +6%
B
13
Bailard
California
$22.1M +$2.84M +55,544 +15%
WAM
14
Weatherly Asset Management
California
$20.2M +$3.54M +69,287 +21%
TW
15
Transform Wealth
Colorado
$18.8M +$2.2M +42,997 +13%
EWA
16
EP Wealth Advisors
California
$18.7M +$15.4M +301,840 +472%
HighTower Advisors
17
HighTower Advisors
Illinois
$18.5M +$1.73M +33,788 +10%
UBS Group
18
UBS Group
Switzerland
$16.9M +$1.94M +38,052 +13%
FFA
19
First Foundation Advisors
California
$16.1M +$3.47M +68,023 +28%
AP
20
Americana Partners
Texas
$16M -$3.21M -62,801 -17%
BTWM
21
Baker Tilly Wealth Management
Wisconsin
$15M +$1.44M +28,255 +11%
LPL Financial
22
LPL Financial
California
$13.9M +$3.4M +66,623 +33%
Jane Street
23
Jane Street
New York
$13.8M -$12.2M -238,804 -47%
JWCA
24
J.W. Cole Advisors
Florida
$13.7M +$10.9M +212,658 +401%
SC
25
Slow Capital
California
$13.2M +$4.69M +91,755 +55%