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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 %
FT
376
Fiduciary Trust
Massachusetts
$3.45M +$142K +2,814 +4%
KP
377
Keel Point
Alabama
$3.44M +$25.2K +500 +0.7%
SFWC
378
Strategic Family Wealth Counselors
New Jersey
$3.44M +$201K +3,992 +6%
GWM
379
GSB Wealth Management
Connecticut
$3.43M +$2.92M +57,791 +572%
FWP
380
FAS Wealth Partners
Kansas
$3.42M -$98.6K -1,954 -3%
DADC
381
D.A. Davidson & Co
Montana
$3.4M -$2.27M -45,041 -40%
UB
382
UMB Bank
Missouri
$3.34M -$493K -9,773 -13%
CG
383
CFO4Life Group
Texas
$3.33M -$162K -3,205 -5%
AUB
384
Atlantic Union Bankshares
Virginia
$3.3M +$1.71M +33,929 +107%
CCFM
385
Clear Creek Financial Management
Washington
$3.29M -$244K -4,834 -7%
TL
386
Tradewinds LLC
North Carolina
$3.28M +$3.28M +64,974 New
HA
387
Herold Advisors
New York
$3.26M +$478K +9,473 +17%
RPSA
388
Richard P. Slaughter Associates
Texas
$3.25M -$1.93M -38,207 -37%
CTA
389
Chesley Taft & Associates
Illinois
$3.25M +$39.9K +790 +1%
Wellington Management Group
390
Wellington Management Group
Massachusetts
$3.22M +$3.22M +63,825 New
AI
391
Atria Investments
North Carolina
$3.2M +$511K +10,137 +19%
BAM
392
BOS Asset Management
Illinois
$3.17M +$112K +2,223 +4%
SFG
393
Sunburst Financial Group
Alabama
$3.11M -$704K -14,022 -18%
TCG
394
Transcendent Capital Group
Oklahoma
$3.11M +$948K +18,800 +44%
EFG
395
Ethos Financial Group
Pennsylvania
$3.08M -$878K -17,397 -22%
HGERS
396
Householder Group Estate & Retirement Specialist
Arizona
$3.06M +$336K +6,656 +12%
OPA
397
Old Port Advisors
Maine
$3.04M +$71.1K +1,409 +2%
IF
398
Intrua Financial
Texas
$3.02M -$3.14M -62,270 -51%
SIG
399
Sargent Investment Group
Maryland
$3.02M -$1.93M -38,328 -39%
WWP
400
WR Wealth Planners
Missouri
$2.97M +$77.3K +1,533 +3%