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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
TCM
301
Tradewinds Capital Management
Washington
$5.53M +$42.2K +838 +0.8%
IPA
302
Investment Planning Advisors
Georgia
$5.45M +$5.44M +107,954 New
LWM
303
Lodestone Wealth Management
Washington
$5.43M +$169K +3,354 +3%
PA
304
Paragon Advisors
Texas
$5.42M -$2.18M -43,296 -29%
M1FG
305
Mach-1 Financial Group
Arkansas
$5.42M +$277K +5,494 +5%
AR
306
Apeiron RIA
Texas
$5.31M -$408K -8,111 -7%
GAM
307
Gotham Asset Management
New York
$5.3M +$670K +13,312 +15%
OLVIG
308
Oliver Lagore Vanvalin Investment Group
Michigan
$5.3M -$5.54M -110,055 -51%
WPA
309
West Paces Advisors
Georgia
$5.22M +$429K +8,524 +9%
DWM
310
Diversify Wealth Management
Utah
$5.21M +$5.2M +103,263 New
FEG
311
Financial Enhancement Group
Indiana
$5.06M +$539K +10,706 +12%
LWMG
312
Levy Wealth Management Group
Pennsylvania
$5.05M -$798K -15,850 -14%
PFS
313
Prospera Financial Services
Texas
$5.04M +$860K +17,078 +21%
HFS
314
Howard Financial Services
Texas
$5.01M -$266K -5,288 -5%
CPIG
315
Chicago Partners Investment Group
Illinois
$5M -$4.28K -85 -0.1%
WCFA
316
Walkner Condon Financial Advisors
Wisconsin
$4.99M -$787K -15,629 -14%
BFO
317
Boston Family Office
Massachusetts
$4.94M -$2.16M -42,973 -30%
CA
318
Cornerstone Advisory
Maryland
$4.9M -$966K -19,193 -16%
BCWM
319
Bartlett & Co Wealth Management
Ohio
$4.89M -$158K -3,130 -3%
AFA
320
American Financial Advisors
Georgia
$4.88M -$1.53M -30,289 -24%
UAG
321
United Advisor Group
Ohio
$4.88M -$93.3K -1,853 -2%
BL
322
BFSG LLC
California
$4.86M +$105K +2,076 +2%
TC
323
TAP Consulting
Missouri
$4.78M +$90.3K +1,793 +2%
LIG
324
Lokken Investment Group
Delaware
$4.78M +$4.77M +94,653 New
OC
325
Oppenheimer & Co
New York
$4.77M +$640K +12,717 +16%