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JPMorgan Ultra-Short Municipal Income ETF

388 hedge funds and large institutions have $2.01B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 123 increasing their positions, 152 reducing their positions, and 40 closing their positions.

Holders
388
Holders Change
+30
Holders Change %
+8.38%
% of All Funds
5.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
74
Increased
123
Reduced
152
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$199M 3,918,460 -198,211 -5%
Bank of America
2
Bank of America
North Carolina
$169M 3,326,903 -133,034 -4%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$90.6M 1,784,663 +185,992 +12%
LPL Financial
4
LPL Financial
California
$79.2M 1,561,485 -1,021 -0.1%
FT
5
Fiduciary Trust
Massachusetts
$73.9M 1,456,283 +231,636 +19%
Wells Fargo
6
Wells Fargo
California
$48.9M 963,543 +170,642 +22%
Renaissance Technologies
7
Renaissance Technologies
New York
$41M 808,739 +396,469 +96%
UBS Group
8
UBS Group
Switzerland
$39.5M 778,850 +95,378 +14%
RCA
9
Resonant Capital Advisors
Wisconsin
$34.5M 678,912 +23,850 +4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$33.9M 667,926 +287,684 +76%
Cerity Partners
11
Cerity Partners
New York
$33.8M 664,597 +189,351 +40%
BA
12
Bridgewater Advisors
New York
$32.3M 635,844 +183,110 +40%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$31.8M 627,554 -26,954 -4%
WAM
14
Weatherly Asset Management
California
$29.1M 571,785 -14,019 -2%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.5M 501,607 +176,325 +54%
Corient Private Wealth
16
Corient Private Wealth
Florida
$25.1M 494,775 +18,051 +4%
CAMG
17
CWA Asset Management Group
Florida
$25.1M 493,838 +181,337 +58%
GSIS
18
Global Strategic Investment Solutions
Arizona
$23.8M 469,053 -194,987 -29%
MWA
19
Mills Wealth Advisors
Texas
$23.5M 463,602 +30,812 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$20.1M 395,622 -240,447 -38%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$18.6M 367,513 -53,619 -13%
PWP
22
Principle Wealth Partners
Connecticut
$18.5M 364,597 +354,776 +3,612%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$17.7M 348,978 +108,482 +45%
HighTower Advisors
24
HighTower Advisors
Illinois
$16.7M 329,286 -17,413 -5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$16.6M 327,296 +83,703 +34%