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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 %
OMC
301
Old Mission Capital
Illinois
$5.2M +$3.94M +78,039 +312%
M1FG
302
Mach-1 Financial Group
Arkansas
$5.12M +$103K +2,032 +2%
BCWM
303
Bartlett & Co Wealth Management
Ohio
$5.04M -$345K -6,831 -6%
FP
304
Financial Perspectives
Minnesota
$5M -$56.2K -1,113 -1%
CPIG
305
Chicago Partners Investment Group
Illinois
$4.99M +$535K +10,625 +12%
UAG
306
United Advisor Group
Ohio
$4.97M +$4.97M +98,590 New
YIA
307
YHB Investment Advisors
Connecticut
$4.81M +$1.16M +22,933 +32%
GWM
308
Geneos Wealth Management
Colorado
$4.8M -$1.24M -24,639 -21%
WPA
309
West Paces Advisors
Georgia
$4.79M +$690K +13,679 +17%
SPIA
310
Steward Partners Investment Advisory
New York
$4.77M +$808K +16,021 +20%
BL
311
BFSG LLC
California
$4.75M +$253K +5,020 +6%
SAA
312
Southeast Asset Advisors
Georgia
$4.73M +$2.88M +57,068 +155%
CF
313
Centaurus Financial
California
$4.73M -$356K -7,061 -7%
FW
314
FirstPurpose Wealth
Utah
$4.72M +$131K +2,610 +3%
PSCM
315
Per Stirling Capital Management
Texas
$4.7M -$889K -17,616 -16%
FAM
316
Frontier Asset Management
Wyoming
$4.7M +$878K +17,397 +23%
TC
317
TAP Consulting
Missouri
$4.69M -$2.45M -48,636 -34%
SRC
318
Sage Rhino Capital
California
$4.63M +$278K +5,510 +6%
GAM
319
Gotham Asset Management
New York
$4.63M +$1.45M +28,679 +45%
ACA
320
Aspire Capital Advisors
Washington
$4.61M -$762K -15,095 -14%
SW
321
SlateStone Wealth
Florida
$4.61M +$4.16M +82,400 +916%
FM
322
Foster & Motley
Ohio
$4.56M -$1.63M -32,344 -26%
Creative Planning
323
Creative Planning
Kansas
$4.55M -$702K -13,917 -13%
KPWS
324
Kestra Private Wealth Services
Texas
$4.54M -$2.07M -40,997 -31%
SWM
325
Sanctuary Wealth Management
Idaho
$4.54M +$1.81M +35,816 +66%