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JPMorgan Ultra-Short Income ETF

1,067 hedge funds and large institutions have $21.2B invested in JPMorgan Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 473 increasing their positions, 345 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+93
Holders Change %
+9.55%
% of All Funds
14.21%
Holding in Top 10
151
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+17.97%
% of All Funds
2.01%
New
169
Increased
473
Reduced
345
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPWA
276
Cerro Pacific Wealth Advisors
California
$6.92M +$579K +11,418 +9%
WB
277
Webster Bank
Connecticut
$6.87M +$386K +7,663 +6%
BWS
278
Buck Wealth Strategies
Colorado
$6.86M +$2.45M +48,661 +56%
PWP
279
Principle Wealth Partners
Connecticut
$6.85M +$299K +5,927 +5%
GCA
280
Gradient Capital Advisors
California
$6.73M +$80.6K +1,600 +1%
LWM
281
Lodestone Wealth Management
Washington
$6.62M +$145K +2,881 +2%
NW
282
NewEdge Wealth
Pennsylvania
$6.54M +$260K +5,154 +4%
DWP
283
Daymark Wealth Partners
Ohio
$6.53M +$66.1K +1,312 +1%
FWM
284
Forza Wealth Management
Florida
$6.51M +$243K +4,825 +4%
PMG
285
ProVise Management Group
Florida
$6.5M +$949K +18,841 +17%
CPIG
286
Chicago Partners Investment Group
Illinois
$6.5M +$1.23M +24,354 +23%
JIP
287
Jaffetilchin Investment Partners
Florida
$6.48M +$1.41M +28,061 +28%
GAM
288
Gotham Asset Management
New York
$6.46M +$416K +8,251 +7%
GRP
289
Global Retirement Partners
California
$6.43M -$850K -16,866 -12%
TFM
290
Trademark Financial Management
Minnesota
$6.42M -$838K -16,631 -12%
FCFC
291
First Citizens Financial Corp
Iowa
$6.41M +$441K +8,758 +7%
BRWA
292
B. Riley Wealth Advisors
Florida
$6.4M +$56.2K +1,112 +0.9%
AIM
293
Anchor Investment Management
South Carolina
$6.4M +$555K +11,022 +10%
WIM
294
Westside Investment Management
California
$6.39M -$275K -5,457 -4%
ICP
295
Interchange Capital Partners
Pennsylvania
$6.34M -$551K -10,946 -8%
AFA
296
American Financial Advisors
Georgia
$6.32M -$111K -2,207 -2%
TL
297
Tradewinds LLC
North Carolina
$6.29M +$2.33M +46,868 +59%
CTA
298
Colonial Trust Advisors
South Carolina
$6.28M +$249K +4,940 +4%
SWM
299
Sanctuary Wealth Management
Idaho
$6.28M +$151K +2,995 +2%
TIA
300
Tiemann Investment Advisors
California
$6.24M -$260K -5,171 -4%