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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
FIM
251
Freedom Investment Management
Connecticut
$7M +$5.19M +103,027 +289%
CFGF
252
Compass Financial Group (Florida)
Florida
$6.95M +$1.51K +30 +0%
PWM
253
Perigon Wealth Management
California
$6.92M -$4.88K -97 -0.1%
GRP
254
Global Retirement Partners
California
$6.9M -$863K -17,146 -11%
CTA
255
Colonial Trust Advisors
South Carolina
$6.89M -$353K -7,014 -5%
GLA
256
Good Life Advisors
Pennsylvania
$6.86M -$954K -18,937 -12%
SPC
257
Sigma Planning Corp
Michigan
$6.82M +$362K +7,183 +6%
EWM
258
Elmwood Wealth Management
California
$6.8M -$441K -8,749 -6%
BRWA
259
B. Riley Wealth Advisors
Florida
$6.72M -$1.63M -32,455 -20%
ACS
260
Archford Capital Strategies
Illinois
$6.7M +$226K +4,490 +4%
GCA
261
Gradient Capital Advisors
California
$6.66M -$76.7K -1,524 -1%
BA
262
Bristlecone Advisors
Washington
$6.64M +$235K +4,666 +4%
TIA
263
Tiemann Investment Advisors
California
$6.62M +$54.8K +1,089 +0.8%
Lido Advisors
264
Lido Advisors
California
$6.54M +$70.1K +1,393 +1%
FCG
265
Financial Connections Group
California
$6.52M +$2.46M +48,880 +61%
CPW
266
Crestmont Private Wealth
Texas
$6.47M -$59.7K -1,186 -0.9%
RRA
267
Round Rock Advisors
Connecticut
$6.39M -$33.2K -660 -0.5%
PWP
268
Principle Wealth Partners
Connecticut
$6.36M -$244K -4,851 -4%
JWCA
269
J.W. Coons Advisors
Ohio
$6.33M +$300K +5,958 +5%
FWM
270
Forza Wealth Management
Florida
$6.31M -$101K -2,000 -2%
HH
271
Hilltop Holdings
Texas
$6.29M -$1.81M -35,929 -22%
FIBT
272
First International Bank & Trust
North Dakota
$6.28M +$172K +3,421 +3%
Envestnet Portfolio Solutions
273
Envestnet Portfolio Solutions
Illinois
$6.26M +$4.97M +98,769 +390%
SA
274
Stewardship Advisors
Pennsylvania
$6.22M +$598K +11,880 +11%
CPWA
275
Cerro Pacific Wealth Advisors
California
$6.22M +$6.2M +123,149 New