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JPMorgan Ultra-Short Municipal Income ETF

353 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

9% more funds holding

Funds holding: 323353 (+30)

6.04% more ownership

Funds ownership: 73.78%79.82% (+6%)

6% less capital invested

Capital invested by funds: $2.13B → $2.01B (-$120M)

15% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 135

Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.67%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
71
Increased
115
Reduced
135
Closed
34
Calls
$2.48M
Puts
Net Calls
+$2.48M
Net Calls Change
+$593K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$273M -$353M -6,990,523 -56%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$126M +$54.7M +1,085,305 +77%
FT
3
Fiduciary Trust
Massachusetts
$72.1M +$16.8M +332,137 +30%
LPL Financial
4
LPL Financial
California
$60.2M +$26.3M +522,357 +78%
HWM
5
HB Wealth Management
Georgia
$50.7M -$8.07M -160,023 -14%
Cerity Partners
6
Cerity Partners
New York
$38.7M +$22.4M +443,506 +138%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$37.5M +$9.6M +190,270 +35%
GSIS
8
Global Strategic Investment Solutions
Arizona
$37.4M +$19.6M +388,287 +110%
UBS Group
9
UBS Group
Switzerland
$35.5M +$2.62M +51,921 +8%
KA
10
Klingman & Associates
New York
$34.9M +$5.38M +106,695 +18%
SFA
11
Sequoia Financial Advisors
Ohio
$34.5M +$7.26M +144,001 +27%
Wells Fargo
12
Wells Fargo
California
$34.1M +$24.3M +481,394 +248%
JP Morgan Chase
13
JP Morgan Chase
New York
$32.8M +$32.8M +649,708 +822,415%
Corient Private Wealth
14
Corient Private Wealth
Florida
$32M +$32M +633,858 New
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$31.5M +$11.2M +221,589 +55%
RCA
16
Resonant Capital Advisors
Wisconsin
$31.4M +$10.3M +203,734 +49%
MWA
17
Mills Wealth Advisors
Texas
$29.9M +$29.8M +590,935 New
FFA
18
First Foundation Advisors
California
$28.4M +$3.07M +60,914 +12%
WAM
19
Weatherly Asset Management
California
$28.2M +$3.44M +68,285 +14%
BA
20
Bridgewater Advisors
New York
$25.9M +$6.11M +121,108 +31%
AHC
21
Anderson Hoagland & Co
Missouri
$25.7M +$5.17M +102,428 +25%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M +$24.7M +489,838 New
Osaic Holdings
23
Osaic Holdings
Arizona
$24.2M +$6.52M +129,304 +37%
TC
24
Trust Company
Kansas
$23.3M +$23.3M +462,057 New
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$21.4M -$7.38M -146,383 -26%