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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 %
ASN
351
Advisory Services Network
Georgia
$4.77M +$2.5M +49,632 +110%
CCA
352
Childress Capital Advisors
Texas
$4.77M -$659K -13,075 -12%
MAM
353
McCarthy Asset Management
California
$4.76M -$14.3M -284,649 -75%
LIG
354
Lokken Investment Group
Delaware
$4.73M -$275K -5,455 -5%
CFD
355
Creative Financial Designs
Indiana
$4.71M +$184K +3,648 +4%
CWM
356
Centricity Wealth Management
Ohio
$4.64M +$4.64M +92,093 New
TCM
357
Triumph Capital Management
Colorado
$4.63M -$319K -6,325 -6%
PSCM
358
Per Stirling Capital Management
Texas
$4.61M +$114K +2,258 +3%
AR
359
Apeiron RIA
Texas
$4.61M -$276K -5,478 -6%
SW
360
SlateStone Wealth
Florida
$4.6M
AWMS
361
Advocacy Wealth Management Services
Georgia
$4.58M -$389K -7,728 -8%
GWM
362
Geneos Wealth Management
Colorado
$4.52M +$101K +1,996 +2%
SWA
363
Stratos Wealth Advisors
Ohio
$4.47M +$104K +2,068 +2%
DFG
364
Delta Financial Group
New Jersey
$4.47M +$3.24M +64,393 +265%
GWM
365
GSB Wealth Management
Connecticut
$4.46M +$373K +7,412 +9%
KWA
366
Kingswood Wealth Advisors
California
$4.46M +$2.39M +47,538 +116%
MCM
367
MAI Capital Management
Ohio
$4.46M +$4.46M +88,484 New
Bank of Montreal
368
Bank of Montreal
Ontario, Canada
$4.43M -$5.92M -117,530 -57%
FIA
369
Foundations Investment Advisors
Arizona
$4.43M +$537K +10,660 +14%
SFWC
370
Strategic Family Wealth Counselors
New Jersey
$4.41M +$523K +10,383 +13%
OCM
371
One Capital Management
California
$4.39M -$49.5K -983 -1%
SA
372
Skyline Advisors
Washington
$4.39M +$1.81M +35,902 +70%
AI
373
Auour Investments
Massachusetts
$4.38M -$1.99M -39,371 -31%
EA
374
Ergawealth Advisors
Illinois
$4.37M +$186K +3,694 +4%
SG
375
Sharper & Granite
California
$4.35M +$1.47M +29,195 +51%