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JPMorgan Ultra-Short Income ETF

974 hedge funds and large institutions have $18.8B invested in JPMorgan Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 421 increasing their positions, 382 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
-10
Holders Change %
-1.02%
% of All Funds
14.09%
Holding in Top 10
128
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.48%
% of All Funds
1.85%
New
78
Increased
421
Reduced
382
Closed
74
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
226
Noesis Capital Mangement
Florida
$8.85M +$111K +2,180 +1%
HH
227
Hilltop Holdings
Texas
$8.77M +$2.45M +48,190 +39%
SF
228
Symphony Financial
Texas
$8.76M +$244K +4,811 +3%
CA
229
Crewe Advisors
Utah
$8.72M -$1.41M -27,823 -14%
FWA
230
FSM Wealth Advisors
Ohio
$8.57M +$1.13M +22,226 +15%
SFP
231
Sandbox Financial Partners
Maryland
$8.54M +$183K +3,601 +2%
OIA
232
OneDigital Investment Advisors
Kansas
$8.34M -$1.48M -29,261 -15%
LL
233
LPWM LLC
Minnesota
$8.33M -$135K -2,673 -2%
IWP
234
Insight Wealth Partners
Texas
$8.32M -$21.3M -419,986 -72%
CCA
235
Cobblestone Capital Advisors
New York
$8.12M +$609K +12,012 +8%
SSB
236
Sandy Spring Bank
Maryland
$8.02M -$149K -2,936 -2%
KCM
237
Kendall Capital Management
Maryland
$7.97M +$121K +2,391 +2%
MMA
238
Miracle Mile Advisors
California
$7.71M -$379K -7,464 -5%
DCM
239
Donaldson Capital Management
Indiana
$7.65M -$3.53M -69,533 -32%
SAA
240
Southeast Asset Advisors
Georgia
$7.62M +$1.76M +34,641 +30%
5SA
241
5th Street Advisors
Connecticut
$7.47M +$6.63M +130,713 +792%
PCMN
242
Paradigm Capital Management (Nevada)
Nevada
$7.46M +$7.46M +146,935 New
GRP
243
Global Retirement Partners
California
$7.33M +$395K +7,793 +6%
TFM
244
Trademark Financial Management
Minnesota
$7.31M -$182K -3,586 -2%
FCG
245
Financial Connections Group
California
$7.26M +$698K +13,752 +11%
Corient Private Wealth
246
Corient Private Wealth
Florida
$7.05M -$3.86M -76,072 -35%
Focus Partners Wealth
247
Focus Partners Wealth
Massachusetts
$7.05M -$12.9M -254,617 -65%
ACS
248
Archford Capital Strategies
Illinois
$7.03M +$324K +6,408 +5%
HAS
249
HBW Advisory Services
California
$6.95M +$5.45M +107,350 +363%
ICP
250
Interchange Capital Partners
Pennsylvania
$6.94M -$1.6M -31,450 -19%