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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
IA
276
IFG Advisory
Georgia
$6.17M -$1.41K -28 -0%
OA
277
Oxbow Advisors
Texas
$6.11M -$405K -8,034 -6%
DWP
278
Daymark Wealth Partners
Ohio
$6.1M +$441K +8,755 +8%
SWA
279
Stratos Wealth Advisors
Ohio
$6.1M -$999K -19,843 -14%
IWN
280
Independent Wealth Network
Iowa
$6.06M +$4.68K +93 +0.1%
MRCM
281
M&R Capital Management
New Jersey
$6.04M -$1.3M -25,784 -18%
JFGIW
282
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.02M -$3.92M -77,789 -39%
WCM
283
Windsor Capital Management
Arizona
$6.01M +$68K +1,350 +1%
WAP
284
Wealthcare Advisory Partners
Pennsylvania
$5.98M -$388K -7,709 -6%
AWMS
285
Advocacy Wealth Management Services
Georgia
$5.97M -$733K -14,558 -11%
PCIA
286
Prime Capital Investment Advisors
Kansas
$5.96M -$456K -9,064 -7%
TCM
287
Triumph Capital Management
Colorado
$5.95M -$3.99M -79,317 -40%
SWM
288
Sanctuary Wealth Management
Idaho
$5.89M +$1.35M +26,734 +30%
SAA
289
Southeast Asset Advisors
Georgia
$5.84M +$1.1M +21,848 +23%
AA
290
Advisory Alpha
Michigan
$5.81M +$309K +6,136 +6%
GWANC
291
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.74M -$165K -3,283 -3%
AWM
292
Aprio Wealth Management
Georgia
$5.71M -$323K -6,418 -5%
YIA
293
YHB Investment Advisors
Connecticut
$5.71M +$895K +17,769 +19%
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$5.69M -$4.86M -96,481 -46%
CSWG
295
Cardinal Strategic Wealth Guidance
Kentucky
$5.66M +$17.2K +341 +0.3%
AIM
296
Anchor Investment Management
South Carolina
$5.65M +$432K +8,576 +8%
MAG
297
Mayfair Advisory Group
Alabama
$5.65M -$463K -9,198 -8%
WB
298
Webster Bank
Connecticut
$5.64M +$2.07M +41,018 +58%
PMG
299
ProVise Management Group
Florida
$5.64M -$126K -2,504 -2%
SA
300
Sanctuary Advisors
Indiana
$5.6M +$5.59M +111,054 New