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JPMorgan Ultra-Short Income ETF

950 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 375 increasing their positions, 422 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-15
Holders Change %
-1.55%
% of All Funds
13.77%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.04%
New
72
Increased
375
Reduced
422
Closed
70
Calls
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Shares
Change %
PFWA
226
Paces Ferry Wealth Advisors
Georgia
$8.16M +$377K +7,466 +5%
HH
227
Hilltop Holdings
Texas
$8.1M -$1.04M -20,602 -11%
SFP
228
Sandbox Financial Partners
Maryland
$8.08M -$2.85M -56,433 -26%
ATPW
229
Ashton Thomas Private Wealth
Arizona
$7.93M -$469K -9,291 -6%
CWC
230
Carolinas Wealth Consulting
North Carolina
$7.92M +$904K +17,922 +13%
SF
231
Symphony Financial
Texas
$7.91M +$601K +11,907 +8%
GLA
232
Good Life Advisors
Pennsylvania
$7.81M +$63.1K +1,250 +0.8%
GRP
233
Global Retirement Partners
California
$7.76M -$618K -12,244 -7%
PA
234
Paragon Advisors
Texas
$7.6M -$8.86M -175,595 -54%
TFM
235
Trademark Financial Management
Minnesota
$7.6M -$257K -5,087 -3%
FNT
236
First National Trust
Pennsylvania
$7.47M -$4.51M -89,395 -38%
SHGA
237
Sand Hill Global Advisors
California
$7.46M +$1.63M +32,242 +28%
JWCA
238
J.W. Cole Advisors
Florida
$7.43M +$65.7K +1,302 +0.9%
MRCM
239
M&R Capital Management
New Jersey
$7.34M -$794K -15,734 -10%
ACP
240
Arcus Capital Partners
Georgia
$7.32M +$1.65M +32,758 +29%
WIM
241
Westside Investment Management
California
$7.26M +$69.3K +1,366 +1%
CTA
242
Colonial Trust Advisors
South Carolina
$7.24M -$408K -8,093 -5%
EWM
243
Elmwood Wealth Management
California
$7.24M +$3.02M +59,848 +72%
I2I
244
Insight 2811 Inc
Illinois
$7.13M +$1.46M +28,880 +26%
BFO
245
Boston Family Office
Massachusetts
$7.11M -$866K -17,161 -11%
SWA
246
Stratos Wealth Advisors
Ohio
$7.1M +$1.62M +32,155 +30%
CF
247
Concorde Financial
Texas
$7.1M -$1.39M -27,482 -16%
DMBA
248
Deseret Mutual Benefit Administrators
Utah
$7.08M +$2.07K +41 +0%
CFGF
249
Compass Financial Group (Florida)
Florida
$6.96M -$15.3K -303 -0.2%
PWM
250
Perigon Wealth Management
California
$6.92M +$1.5M +29,774 +28%