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JPMorgan Ultra-Short Income ETF

1,092 hedge funds and large institutions have $22.2B invested in JPMorgan Ultra-Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 514 increasing their positions, 391 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+7
Holders Change %
+0.65%
% of All Funds
14.65%
Holding in Top 10
157
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.19%
% of All Funds
2.11%
New
104
Increased
514
Reduced
391
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NF
226
NavPoint Financial
Minnesota
$10.4M +$573K +11,316 +6%
MF
227
Meridian Financial
Massachusetts
$10.3M +$440K +8,680 +4%
HFRG
228
Houlihan Financial Resource Group
Virginia
$10.2M +$22.4K +442 +0.2%
CL
229
Choreo LLC
Illinois
$10.2M +$240K +4,741 +2%
OIA
230
OneDigital Investment Advisors
Kansas
$10.2M +$843K +16,630 +9%
LWA
231
Lowe Wealth Advisors
Maryland
$10.2M +$176K +3,469 +2%
GLA
232
Good Life Advisors
Pennsylvania
$10.1M -$55.1K -1,088 -0.5%
FBFS
233
First Business Financial Services
Wisconsin
$9.99M -$551K -10,881 -5%
KPWS
234
Kestra Private Wealth Services
Texas
$9.98M -$228K -4,503 -2%
AC
235
AlphaCore Capital
California
$9.97M +$455K +8,978 +5%
HSG
236
Helen Stephens Group
Texas
$9.92M -$1.41M -27,798 -12%
SA
237
Scarborough Advisors
Maryland
$9.9M +$3.84M +75,786 +63%
KCM
238
Kendall Capital Management
Maryland
$9.83M +$554K +10,922 +6%
NCM
239
Noesis Capital Mangement
Florida
$9.69M +$1.16M +22,810 +14%
LC
240
Legacy CG
Texas
$9.66M +$5.07M +100,024 +111%
SPAS
241
Spectrum Planning & Advisory Services
California
$9.59M +$9.59M +189,266 New
RCA
242
Resonant Capital Advisors
Wisconsin
$9.57M -$1.82M -36,004 -16%
AAS
243
Ameritas Advisory Services
Nebraska
$9.46M -$6.6M -130,230 -41%
FS
244
Financially Speaking
Colorado
$9.28M +$9.28M +183,031 New
PA
245
Perennial Advisors
New York
$9.1M -$572K -11,294 -6%
CA
246
Cornerstone Advisory
Maryland
$9.07M +$513K +10,127 +6%
RFWA
247
RPg Family Wealth Advisory
Massachusetts
$9.05M -$7.36M -145,162 -45%
TIA
248
Tiemann Investment Advisors
California
$8.96M +$2.09M +41,231 +30%
TWM
249
Tradition Wealth Management
Minnesota
$8.83M +$2.82M +55,714 +47%
SFP
250
Sandbox Financial Partners
Maryland
$8.68M +$185K +3,659 +2%