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JPMorgan Ultra-Short Income ETF

948 hedge funds and large institutions have $17.5B invested in JPMorgan Ultra-Short Income ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 328 increasing their positions, 442 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+36
Holders Change %
+3.95%
% of All Funds
14.95%
Holding in Top 10
159
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.66%
% of All Funds
2.51%
New
103
Increased
328
Reduced
442
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
376
PDS Planning
Ohio
$3.82M -$101K -2,013 -3%
AA
377
Advisory Alpha
Michigan
$3.74M +$850K +16,952 +29%
CPIG
378
Chicago Partners Investment Group
Illinois
$3.72M -$319K -6,372 -8%
BWS
379
Buck Wealth Strategies
Colorado
$3.68M -$192K -3,831 -5%
MGIA
380
Matthew Goff Investment Advisor
Texas
$3.67M -$195K -3,882 -5%
FHB
381
First Hawaiian Bank
Hawaii
$3.64M
EFG
382
Ethos Financial Group
Pennsylvania
$3.64M
WWP
383
WR Wealth Planners
Missouri
$3.62M -$285K -5,686 -7%
PCM
384
Pennsylvania Capital Management
Pennsylvania
$3.62M -$31.9K -637 -0.9%
FFA
385
Founders Financial Alliance
North Carolina
$3.59M +$606K +12,079 +20%
TC
386
TAP Consulting
Missouri
$3.58M -$587K -11,711 -14%
IAN
387
Integrated Advisors Network
Texas
$3.57M -$48.8K -973 -1%
AWA
388
Acorn Wealth Advisors
Michigan
$3.55M -$202K -4,036 -5%
SOS
389
Silver Oak Securities
Tennessee
$3.54M +$586K +11,676 +20%
RIG
390
RiverFront Investment Group
Virginia
$3.51M +$3.51M +70,046 New
FFP
391
FourThought Financial Partners
Florida
$3.51M -$1.02M -20,414 -23%
HFM
392
Hartford Financial Management
Connecticut
$3.46M -$64.9K -1,294 -2%
RPSA
393
Richard P. Slaughter Associates
Texas
$3.46M +$50.4K +1,005 +1%
FFWA
394
FRG Family Wealth Advisors
Washington
$3.43M -$2.88M -57,355 -46%
KP
395
Keel Point
Alabama
$3.37M -$1.21M -24,166 -26%
OC
396
Oppenheimer & Co
New York
$3.35M -$275K -5,481 -8%
DLCIG
397
D.L. Carlson Investment Group
New Hampshire
$3.34M +$3.34M +66,520 New
PWS
398
Private Wealth Strategies
Ohio
$3.33M +$35.9K +716 +1%
CW
399
CIC Wealth
Maryland
$3.32M +$1.09M +21,771 +49%
PWP
400
Principle Wealth Partners
Connecticut
$3.29M +$2.74M +54,597 +497%