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JPMorgan Ultra-Short Income ETF

987 hedge funds and large institutions have $17.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 397 increasing their positions, 401 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $16.7B → $17.7B (+$1.05B)

4% more funds holding

Funds holding: 952987 (+35)

0.69% less ownership

Funds ownership: 73.8%73.11% (-0.69%)

1% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 401

5% less funds holding in top 10

Funds holding in top 10: 141134 (-7)

Holders
987
Holders Change
+35
Holders Change %
+3.68%
% of All Funds
14.25%
Holding in Top 10
134
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
107
Increased
397
Reduced
401
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICP
226
Interchange Capital Partners
Pennsylvania
$8.49M +$7.8M +154,971 +1,163%
SF
227
Symphony Financial
Texas
$8.47M +$556K +11,046 +7%
LL
228
LPWM LLC
Minnesota
$8.44M -$214K -4,257 -2%
ACG
229
Allen Capital Group
Nebraska
$8.32M +$1.63M +32,390 +24%
VWM
230
VCI Wealth Management
Missouri
$8.31M +$2.35M +46,641 +40%
SFP
231
Sandbox Financial Partners
Maryland
$8.31M +$224K +4,441 +3%
SFS
232
Sowell Financial Services
Arkansas
$8.3M -$524K -10,397 -6%
EL
233
Essex LLC
Illinois
$8.27M -$437K -8,674 -5%
PA
234
Perennial Advisors
New York
$8.27M -$305K -6,066 -4%
SHGA
235
Sand Hill Global Advisors
California
$8.22M +$760K +15,095 +10%
SSB
236
Sandy Spring Bank
Maryland
$8.13M +$2.16M +42,861 +36%
KF
237
Krilogy Financial
Missouri
$8.06M -$150K -2,969 -2%
MMA
238
Miracle Mile Advisors
California
$8.05M -$5.24M -104,023 -39%
KCM
239
Kendall Capital Management
Maryland
$7.81M -$681K -13,527 -8%
RA
240
Rockingstone Advisors
Massachusetts
$7.77M -$953K -18,924 -11%
RHP
241
Royal Harbor Partners
Texas
$7.54M -$5.68M -112,789 -43%
JWCA
242
J.W. Cole Advisors
Florida
$7.5M +$69.1K +1,372 +0.9%
CCA
243
Cobblestone Capital Advisors
New York
$7.47M -$1.3M -25,856 -15%
TFM
244
Trademark Financial Management
Minnesota
$7.45M -$152K -3,016 -2%
FWA
245
FSM Wealth Advisors
Ohio
$7.4M +$1.08M +21,543 +17%
CF
246
Concorde Financial
Texas
$7.22M +$117K +2,316 +2%
NW
247
NewEdge Wealth
Pennsylvania
$7.21M +$1.5M +29,713 +26%
IFG
248
Independent Financial Group
California
$7.11M +$444K +8,808 +7%
WIM
249
Westside Investment Management
California
$7.08M -$138K -2,740 -2%
Baird Financial Group
250
Baird Financial Group
Wisconsin
$7.03M +$223K +4,422 +3%