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JPMorgan Ultra-Short Income ETF

948 hedge funds and large institutions have $17.5B invested in JPMorgan Ultra-Short Income ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 328 increasing their positions, 442 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+36
Holders Change %
+3.95%
% of All Funds
14.95%
Holding in Top 10
159
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.66%
% of All Funds
2.51%
New
103
Increased
328
Reduced
442
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGF
226
Compass Financial Group (Florida)
Florida
$9.52M +$23.9K +477 +0.3%
MWM
227
Magnolia Wealth Management
Alabama
$9.49M -$97.9K -1,952 -1%
PMG
228
ProVise Management Group
Florida
$9.35M -$2.03M -40,441 -18%
FA
229
FDx Advisors
Illinois
$9.26M +$2.23M +44,478 +32%
SPC
230
Sigma Planning Corp
Michigan
$9.01M -$10.2M -203,154 -53%
MWC
231
MBM Wealth Consultants
Missouri
$8.93M -$102K -2,044 -1%
JWM
232
Janiczek Wealth Management
Colorado
$8.82M -$254K -5,070 -3%
RW
233
REDW Wealth
New Mexico
$8.67M +$140K +2,796 +2%
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$8.64M -$88.4M -1,764,034 -91%
CF
235
Concorde Financial
Texas
$8.6M +$466K +9,291 +6%
GRP
236
Global Retirement Partners
California
$8.56M +$3.97M +79,149 +87%
CWA
237
Choice Wealth Advisors
Maine
$8.54M +$372K +7,410 +5%
YWS
238
Yarger Wealth Strategies
Ohio
$8.54M +$1.23M +24,449 +17%
KCM
239
Kendall Capital Management
Maryland
$8.44M -$274K -5,462 -3%
LAM
240
Lifestyle Asset Management
Texas
$8.37M +$464K +9,254 +6%
BRWA
241
B. Riley Wealth Advisors
Florida
$8.35M +$349K +6,958 +4%
MF
242
Meridian Financial
Massachusetts
$8.31M +$243K +4,851 +3%
CTA
243
Colonial Trust Advisors
South Carolina
$8.28M -$127K -2,527 -2%
SHGA
244
Sand Hill Global Advisors
California
$8.22M -$1.95M -38,848 -19%
HWP
245
Highline Wealth Partners
California
$8.1M +$85.9K +1,714 +1%
AIC
246
Archer Investment Corporation
Indiana
$8.1M -$761K -15,183 -9%
IIA
247
Integral Investment Advisors
California
$8.08M +$3.27M +65,132 +68%
FAIM
248
Financial Advocates Investment Management
Washington
$8.06M -$5.27M -105,009 -40%
CF
249
Centaurus Financial
California
$7.92M +$752K +14,994 +10%
LPT
250
Legacy Private Trust
Wisconsin
$7.9M -$7M -139,619 -47%