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JPMorgan Ultra-Short Income ETF

984 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, 395 increasing their positions, 400 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
984
Holders Change
+34
Holders Change %
+3.58%
% of All Funds
14.31%
Holding in Top 10
134
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.96%
% of All Funds
1.95%
New
107
Increased
395
Reduced
400
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
276
Daymark Wealth Partners
Ohio
$6.1M +$442K +8,755 +8%
SWA
277
Stratos Wealth Advisors
Ohio
$6.1M -$1M -19,843 -14%
IWN
278
Independent Wealth Network
Iowa
$6.06M +$4.69K +93 +0.1%
MRCM
279
M&R Capital Management
New Jersey
$6.04M -$1.3M -25,784 -18%
JFGIW
280
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.02M -$3.93M -77,789 -39%
WCM
281
Windsor Capital Management
Arizona
$6.01M +$68.1K +1,350 +1%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$5.98M -$389K -7,709 -6%
AWMS
283
Advocacy Wealth Management Services
Georgia
$5.97M -$735K -14,558 -11%
PCIA
284
Prime Capital Investment Advisors
Kansas
$5.96M -$457K -9,064 -7%
TCM
285
Triumph Capital Management
Colorado
$5.95M -$4M -79,317 -40%
SWM
286
Sanctuary Wealth Management
Idaho
$5.89M +$1.35M +26,734 +30%
SAA
287
Southeast Asset Advisors
Georgia
$5.84M +$1.1M +21,848 +23%
AA
288
Advisory Alpha
Michigan
$5.81M +$310K +6,136 +6%
GWANC
289
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.74M -$166K -3,283 -3%
AWM
290
Aprio Wealth Management
Georgia
$5.71M -$324K -6,418 -5%
YIA
291
YHB Investment Advisors
Connecticut
$5.71M +$897K +17,769 +19%
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$5.69M -$4.87M -96,481 -46%
CSWG
293
Cardinal Strategic Wealth Guidance
Kentucky
$5.66M +$17.2K +341 +0.3%
AIM
294
Anchor Investment Management
South Carolina
$5.65M +$433K +8,576 +8%
MAG
295
Mayfair Advisory Group
Alabama
$5.65M -$464K -9,198 -8%
WB
296
Webster Bank
Connecticut
$5.64M +$2.07M +41,018 +58%
PMG
297
ProVise Management Group
Florida
$5.64M -$126K -2,504 -2%
SA
298
Sanctuary Advisors
Indiana
$5.6M +$5.6M +111,054 New
TCM
299
Tradewinds Capital Management
Washington
$5.53M +$42.3K +838 +0.8%
IPA
300
Investment Planning Advisors
Georgia
$5.45M +$5.45M +107,954 New