JPST icon

JPMorgan Ultra-Short Income ETF

1,085 hedge funds and large institutions have $22.8B invested in JPMorgan Ultra-Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 519 increasing their positions, 367 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,085
Holders Change
+18
Holders Change %
+1.69%
% of All Funds
14.74%
Holding in Top 10
171
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.25%
% of All Funds
2.32%
New
105
Increased
519
Reduced
367
Closed
62
Calls
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Shares
Change %
LC
376
Legacy CG
Texas
$4.58M -$643K -12,701 -12%
GM
377
GeoWealth Management
Illinois
$4.56M +$559K +11,031 +14%
PFA
378
Plotkin Financial Advisors
Maryland
$4.55M +$392K +7,735 +9%
PMG
379
ProVise Management Group
Florida
$4.54M -$1.99M -39,261 -30%
SFWC
380
Strategic Family Wealth Counselors
New Jersey
$4.53M +$102K +2,018 +2%
NCG
381
Newport Capital Group
New Jersey
$4.51M +$630K +12,453 +16%
Baird Financial Group
382
Baird Financial Group
Wisconsin
$4.51M +$1.08M +21,278 +31%
WAOTB
383
Wealth Advisors of Tampa Bay
Florida
$4.51M +$4.51M +88,993 New
FFS
384
Flavin Financial Services
Florida
$4.49M +$240K +4,744 +6%
WAG
385
Winthrop Advisory Group
Massachusetts
$4.48M -$459K -9,068 -9%
WIM
386
Westside Investment Management
California
$4.48M -$1.94M -38,368 -30%
EA
387
Ergawealth Advisors
Illinois
$4.47M +$84.7K +1,672 +2%
IWM
388
IHT Wealth Management
Illinois
$4.44M -$599K -11,834 -12%
CIA
389
Concurrent Investment Advisors
Florida
$4.43M +$794K +15,681 +22%
AHC
390
Adell Harriman & Carpenter
Texas
$4.36M -$20.3K -400 -0.5%
FAM
391
Formidable Asset Management
Ohio
$4.33M +$134K +2,644 +3%
PWP
392
Principle Wealth Partners
Connecticut
$4.33M -$2.56M -50,537 -37%
PPWM
393
Perissos Private Wealth Management
Oklahoma
$4.31M +$779K +15,378 +22%
CCMG
394
Clark Capital Management Group
Pennsylvania
$4.3M -$8.69M -171,548 -67%
IIM
395
Illumine Investment Management
Washington
$4.17M +$480K +9,473 +13%
GSIAS
396
Garden State Investment Advisory Services
New Jersey
$4.16M +$359K +7,089 +9%
CAM
397
Cobblestone Asset Management
Virginia
$4.13M +$477K +9,413 +13%
MCM
398
MAI Capital Management
Ohio
$4.1M -$381K -7,521 -8%
AI
399
Auour Investments
Massachusetts
$4.08M -$312K -6,154 -7%
SWM
400
Silverlake Wealth Management
Vermont
$4.03M +$1.76M +34,785 +78%