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JPMorgan Ultra-Short Income ETF

974 hedge funds and large institutions have $18.8B invested in JPMorgan Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 421 increasing their positions, 382 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
-10
Holders Change %
-1.02%
% of All Funds
14.09%
Holding in Top 10
128
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.48%
% of All Funds
1.85%
New
78
Increased
421
Reduced
382
Closed
74
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Shares
Change %
NW
276
NewEdge Wealth
Pennsylvania
$6.33M -$920K -18,132 -13%
FWM
277
Forza Wealth Management
Florida
$6.31M -$33K -650 -0.5%
CPWA
278
Cerro Pacific Wealth Advisors
California
$6.31M +$92.6K +1,835 +1%
AFO
279
Allie Family Office
Florida
$6.25M +$6.25M +123,115 New
JFGIW
280
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.25M +$194K +3,832 +3%
SWM
281
Sanctuary Wealth Management
Idaho
$6.17M +$250K +4,935 +4%
M1FG
282
Mach-1 Financial Group
Arkansas
$6.17M +$737K +14,533 +14%
DMBA
283
Deseret Mutual Benefit Administrators
Utah
$6.12M -$17.1M -337,344 -74%
EWM
284
Elmwood Wealth Management
California
$6.12M -$716K -14,114 -10%
PWM
285
Perigon Wealth Management
California
$6.11M -$848K -16,717 -12%
CF
286
Concorde Financial
Texas
$6.11M -$1.15M -22,705 -16%
GAM
287
Gotham Asset Management
New York
$6.09M +$756K +14,891 +14%
CTA
288
Colonial Trust Advisors
South Carolina
$6.08M -$849K -16,730 -12%
FCFC
289
First Citizens Financial Corp
Iowa
$6.01M +$3.15M +61,989 +110%
AIM
290
Anchor Investment Management
South Carolina
$5.88M +$201K +3,967 +4%
SA
291
Sanctuary Advisors
Indiana
$5.85M +$236K +4,672 +4%
WAP
292
Wealthcare Advisory Partners
Pennsylvania
$5.84M -$172K -3,394 -3%
GWANC
293
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.84M +$66.4K +1,308 +1%
CSWG
294
Cardinal Strategic Wealth Guidance
Kentucky
$5.83M +$138K +2,721 +2%
WPA
295
West Paces Advisors
Georgia
$5.82M +$577K +11,377 +11%
AWM
296
Aprio Wealth Management
Georgia
$5.8M +$62.4K +1,229 +1%
TC
297
TAP Consulting
Missouri
$5.6M +$796K +15,686 +17%
PMG
298
ProVise Management Group
Florida
$5.59M -$77.1K -1,520 -1%
LHC
299
Little House Capital
Massachusetts
$5.57M -$4.76M -93,817 -46%
UAG
300
United Advisor Group
Ohio
$5.57M +$665K +13,103 +14%