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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 %
Baird Financial Group
251
Baird Financial Group
Wisconsin
$6.81M -$3.02M -59,943 -31%
NCM
252
Noesis Capital Mangement
Florida
$6.8M +$516K +10,220 +8%
CJFS
253
Coulter & Justus Financial Services
Tennessee
$6.8M +$6.8M +134,784 New
GCA
254
Gradient Capital Advisors
California
$6.73M -$142K -2,806 -2%
AWMS
255
Advocacy Wealth Management Services
Georgia
$6.7M -$983K -19,482 -13%
ACG
256
Allen Capital Group
Nebraska
$6.69M +$856K +16,970 +15%
PWP
257
Principle Wealth Partners
Connecticut
$6.6M -$169K -3,358 -3%
TIA
258
Tiemann Investment Advisors
California
$6.57M +$13.4K +266 +0.2%
CPW
259
Crestmont Private Wealth
Texas
$6.53M -$519K -10,288 -7%
OA
260
Oxbow Advisors
Texas
$6.51M +$962K +19,067 +17%
ACS
261
Archford Capital Strategies
Illinois
$6.47M +$661K +13,111 +11%
Lido Advisors
262
Lido Advisors
California
$6.47M -$1.58M -31,414 -20%
SPC
263
Sigma Planning Corp
Michigan
$6.45M +$3.1M +61,448 +92%
RRA
264
Round Rock Advisors
Connecticut
$6.42M +$242K +4,800 +4%
PCIA
265
Prime Capital Investment Advisors
Kansas
$6.42M -$2.61M -51,795 -29%
AFA
266
American Financial Advisors
Georgia
$6.41M +$179K +3,548 +3%
FWM
267
Forza Wealth Management
Florida
$6.41M -$150K -2,980 -2%
BA
268
Bristlecone Advisors
Washington
$6.41M -$159K -3,157 -2%
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$6.36M +$1.17M +23,220 +23%
FWA
270
FSM Wealth Advisors
Ohio
$6.31M +$370K +7,333 +6%
IA
271
IFG Advisory
Georgia
$6.17M +$414K +8,212 +7%
SC
272
Scotia Capital
Ontario, Canada
$6.15M -$670K -13,282 -10%
MAG
273
Mayfair Advisory Group
Alabama
$6.11M +$285K +5,646 +5%
FIBT
274
First International Bank & Trust
North Dakota
$6.1M -$2.08M -41,241 -25%
IWN
275
Independent Wealth Network
Iowa
$6.05M -$170K -3,371 -3%