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JPMorgan Ultra-Short Municipal Income ETF

355 hedge funds and large institutions have $1.97B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 167 reducing their positions, and 42 closing their positions.

Holders
355
Holders Change
-11
Holders Change %
-3.01%
% of All Funds
5.6%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
33
Increased
110
Reduced
167
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$209M 4,116,673 +4,116,672 +411,667,200%
Bank of America
2
Bank of America
North Carolina
$186M 3,662,794 -553,232 -13%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$93.3M 1,842,118 -157,996 -8%
LPL Financial
4
LPL Financial
California
$65.6M 1,295,649 +60,457 +5%
FT
5
Fiduciary Trust
Massachusetts
$61.6M 1,216,653 -44,762 -4%
GSIS
6
Global Strategic Investment Solutions
Arizona
$41M 808,950 +31,146 +4%
UBS Group
7
UBS Group
Switzerland
$37.3M 736,015 +11,889 +2%
Wells Fargo
8
Wells Fargo
California
$33.9M 668,441 -125,504 -16%
MWA
9
Mills Wealth Advisors
Texas
$32.5M 642,185 -28,491 -4%
SFA
10
Sequoia Financial Advisors
Ohio
$31.7M 625,779 -8,997 -1%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$31.7M 625,740 -2,967 -0.5%
WAM
12
Weatherly Asset Management
California
$29.8M 588,978 +13,080 +2%
Cerity Partners
13
Cerity Partners
New York
$29.7M 586,109 -85,626 -13%
RCA
14
Resonant Capital Advisors
Wisconsin
$29M 572,142 -16,051 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$28.8M 569,085 +60,445 +12%
Corient Private Wealth
16
Corient Private Wealth
Florida
$25.5M 504,112 -34,408 -6%
BA
17
Bridgewater Advisors
New York
$24.9M 491,896 -33,783 -6%
TC
18
Trust Company
Kansas
$23.7M 467,928 -832 -0.2%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$23.5M 464,698 +72,057 +18%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$22.2M 437,645 -9,189 -2%
KCM
21
Kathmere Capital Management
Pennsylvania
$19.2M 378,775 +4,644 +1%
Renaissance Technologies
22
Renaissance Technologies
New York
$18.3M 360,800 +70,745 +24%
OCM
23
One Capital Management
California
$16.6M 327,541 -6,341 -2%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.4M 323,072 -77,732 -19%
AA
25
Auxano Advisors
Washington
$16.2M 318,607