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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 %
AWM
276
Aprio Wealth Management
Georgia
$6.03M -$27.7M -548,720 -82%
JWCA
277
J.W. Coons Advisors
Ohio
$6.03M +$13.4K +265 +0.2%
SSB
278
Sandy Spring Bank
Maryland
$5.96M +$522K +10,342 +10%
VWM
279
VCI Wealth Management
Missouri
$5.95M -$702K -13,914 -11%
IWM
280
IHT Wealth Management
Illinois
$5.95M -$11M -217,316 -65%
WCM
281
Windsor Capital Management
Arizona
$5.94M -$128K -2,532 -2%
GWANC
282
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.9M -$274K -5,422 -4%
CA
283
Cornerstone Advisory
Maryland
$5.87M -$17M -336,385 -74%
LWMG
284
Levy Wealth Management Group
Pennsylvania
$5.83M
FIA
285
Foundations Investment Advisors
Arizona
$5.8M +$450K +8,917 +8%
WCFA
286
Walkner Condon Financial Advisors
Wisconsin
$5.78M +$1.24M +24,604 +27%
PMG
287
ProVise Management Group
Florida
$5.76M -$4.4M -87,259 -43%
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
$5.74M +$5.74M +113,754 New
CAM
289
Cobblestone Asset Management
Virginia
$5.74M -$2.23M -44,203 -28%
AR
290
Apeiron RIA
Texas
$5.71M -$64.6K -1,281 -1%
NW
291
NewEdge Wealth
Pennsylvania
$5.69M -$9.56M -190,301 -63%
DWP
292
Daymark Wealth Partners
Ohio
$5.66M +$69.1K +1,369 +1%
CSWG
293
Cardinal Strategic Wealth Guidance
Kentucky
$5.64M +$139K +2,750 +3%
SA
294
Stewardship Advisors
Pennsylvania
$5.61M -$9.38M -185,870 -63%
OCM
295
One Capital Management
California
$5.57M -$475K -9,423 -8%
AA
296
Advisory Alpha
Michigan
$5.49M +$1.19M +23,489 +28%
TCM
297
Tradewinds Capital Management
Washington
$5.48M +$41.6K +825 +0.8%
HFS
298
Howard Financial Services
Texas
$5.28M -$68.1K -1,349 -1%
LWM
299
Lodestone Wealth Management
Washington
$5.26M -$178K -3,534 -3%
AIM
300
Anchor Investment Management
South Carolina
$5.22M +$383K +7,601 +8%