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JPMorgan Ultra-Short Municipal Income ETF

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

4% more funds holding

Funds holding: 353366 (+13)

6.01% less ownership

Funds ownership: 79.82%73.81% (-6%)

9% less capital invested

Capital invested by funds: $2.01B → $1.83B (-$179M)

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

27% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 158

Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.83%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
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
$214M -$59.8M -1,181,975 -22%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$102M -$25M -494,080 -20%
FT
3
Fiduciary Trust
Massachusetts
$64.1M -$8.35M -165,011 -12%
LPL Financial
4
LPL Financial
California
$62.7M +$2.24M +44,289 +4%
Wells Fargo
5
Wells Fargo
California
$40.3M +$6M +118,504 +18%
GSIS
6
Global Strategic Investment Solutions
Arizona
$39.5M +$1.9M +37,607 +5%
Jane Street
7
Jane Street
New York
$37M +$29.1M +574,170 +373%
UBS Group
8
UBS Group
Switzerland
$36.8M +$1.11M +21,928 +3%
Cerity Partners
9
Cerity Partners
New York
$34.1M -$4.74M -93,625 -12%
MWA
10
Mills Wealth Advisors
Texas
$34.1M +$4.04M +79,741 +13%
SFA
11
Sequoia Financial Advisors
Ohio
$32.2M -$2.43M -48,068 -7%
JP Morgan Chase
12
JP Morgan Chase
New York
$31.9M -$1.07M -21,080 -3%
RCA
13
Resonant Capital Advisors
Wisconsin
$29.9M -$1.66M -32,731 -5%
WAM
14
Weatherly Asset Management
California
$29.2M +$904K +17,855 +3%
Corient Private Wealth
15
Corient Private Wealth
Florida
$27.4M -$4.83M -95,338 -15%
BA
16
Bridgewater Advisors
New York
$26.7M +$657K +12,972 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$25.8M +$1.49M +29,357 +6%
AHC
18
Anderson Hoagland & Co
Missouri
$24M -$1.78M -35,063 -7%
TC
19
Trust Company
Kansas
$23.8M +$339K +6,703 +1%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$22.7M +$1.19M +23,570 +6%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.4M -$4.51M -89,034 -18%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$19.9M +$1.23M +24,256 +7%
KCM
23
Kathmere Capital Management
Pennsylvania
$19M +$1M +19,846 +6%
MWC
24
MBM Wealth Consultants
Missouri
$18M
OCM
25
One Capital Management
California
$17M +$253K +5,002 +2%