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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 %
JIP
351
Jaffetilchin Investment Partners
Florida
$4.05M -$14.3M -282,789 -78%
AI
352
Auour Investments
Massachusetts
$4.04M +$748K +14,826 +23%
FAM
353
Formidable Asset Management
Ohio
$4.02M -$483K -9,579 -11%
PWA
354
Prairie Wealth Advisors
Nebraska
$3.92M +$3.92M +77,705 New
WAG
355
Winthrop Advisory Group
Massachusetts
$3.86M -$343K -6,799 -8%
VNA
356
Valley National Advisers
Pennsylvania
$3.81M -$197K -3,908 -5%
HKIM
357
Hayek Kallen Investment Management
Alabama
$3.81M +$28.2K +559 +0.7%
SRA
358
Secured Retirement Advisors
Minnesota
$3.78M +$73.9K +1,464 +2%
AWM
359
Atticus Wealth Management
Florida
$3.76M +$194K +3,850 +5%
NFP
360
Narus Financial Partners
Utah
$3.74M -$261K -5,165 -7%
FFA
361
Founders Financial Alliance
North Carolina
$3.74M -$197K -3,896 -5%
FCFC
362
First Citizens Financial Corp
Iowa
$3.68M +$201K +3,981 +6%
ACM
363
Advisors Capital Management
New Jersey
$3.68M -$1.66M -32,888 -31%
JWM
364
JGP Wealth Management
Oregon
$3.67M +$962K +19,074 +36%
PPWM
365
Paragon Private Wealth Management
Kentucky
$3.63M -$28.9K -573 -0.8%
WMA
366
West Michigan Advisors
Michigan
$3.61M -$3.38M -67,025 -48%
SPL
367
Smart Portfolios LLC
Washington
$3.59M -$2.32M -46,067 -39%
SG
368
Sharper & Granite
California
$3.57M +$952K +18,940 +36%
WB
369
Webster Bank
Connecticut
$3.57M +$1.71M +33,915 +92%
CTC
370
Central Trust Company
Missouri
$3.54M +$207K +4,107 +6%
ICG
371
InterOcean Capital Group
Tennessee
$3.53M -$1.24M -24,671 -26%
BAWC
372
Boyce & Associates Wealth Consulting
Texas
$3.52M -$659K -13,053 -16%
EWA
373
EP Wealth Advisors
California
$3.5M -$471K -9,329 -12%
MGIA
374
Matthew Goff Investment Advisor
Texas
$3.49M -$97K -1,923 -3%
CWA
375
Centennial Wealth Advisory
Michigan
$3.48M +$284K +5,624 +9%