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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
14.2%
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 %
KWM
301
Kingsview Wealth Management
Oregon
$6.23M +$1.67M +33,126 +37%
FEG
302
Financial Enhancement Group
Indiana
$6.16M +$3.02M +59,861 +96%
RGF
303
Retirement Guys Formula
Ohio
$6.09M +$5.38M +106,737 +757%
DMBA
304
Deseret Mutual Benefit Administrators
Utah
$6.08M
CI
305
Ceera Investments
Texas
$6.07M +$4.79M +95,157 +375%
SFS
306
Sowell Financial Services
Arkansas
$6.07M -$536K -10,640 -8%
LHC
307
Little House Capital
Massachusetts
$6.03M +$496K +9,847 +9%
Neuberger Berman Group
308
Neuberger Berman Group
New York
$6.01M +$2.73M +54,249 +83%
UAG
309
United Advisor Group
Ohio
$5.99M +$460K +9,124 +8%
WPA
310
West Paces Advisors
Georgia
$5.97M +$193K +3,828 +3%
OLVIG
311
Oliver Lagore Vanvalin Investment Group
Michigan
$5.96M +$534K +10,597 +10%
EWM
312
Elmwood Wealth Management
California
$5.91M -$163K -3,234 -3%
FIBT
313
First International Bank & Trust
North Dakota
$5.89M -$407K -8,087 -6%
GWANC
314
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.88M +$86K +1,707 +1%
Lido Advisors
315
Lido Advisors
California
$5.82M -$1.08M -21,339 -16%
CSWG
316
Cardinal Strategic Wealth Guidance
Kentucky
$5.82M +$33.3K +662 +0.6%
WCM
317
Windsor Capital Management
Arizona
$5.71M -$669K -13,288 -10%
YIA
318
YHB Investment Advisors
Connecticut
$5.66M +$229K +4,539 +4%
CF
319
Concorde Financial
Texas
$5.65M -$438K -8,669 -7%
VAM
320
Vienna Asset Management
California
$5.64M -$4.63M -91,958 -45%
MWM
321
Modern Wealth Management
Kansas
$5.62M +$5.62M +111,499 New
SA
322
Scarborough Advisors
Maryland
$5.58M +$5.58M +110,847 New
WWM
323
WJ Wealth Management
Arizona
$5.58M +$5.58M +110,744 New
TRCT
324
Tower Research Capital (TRC)
New York
$5.52M +$5.52M +109,548 New
P
325
&Partners
Tennessee
$5.51M +$2.06M +40,848 +59%