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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 %
SRC
401
Sage Rhino Capital
California
$3.74M -$264K -5,241 -7%
BAM
402
BOS Asset Management
Illinois
$3.71M +$173K +3,428 +5%
NG
403
Novem Group
New York
$3.71M +$3.71M +73,559 New
GWM
404
Gray Wealth Management
Maine
$3.69M +$1.07M +21,149 +41%
IIM
405
Illumine Investment Management
Washington
$3.67M +$3.67M +72,847 New
PG
406
Patten Group
Tennessee
$3.64M +$529K +10,503 +17%
CAM
407
Cobblestone Asset Management
Virginia
$3.64M -$6.13M -121,713 -63%
SAM
408
SP Asset Management
California
$3.63M +$154K +3,058 +4%
WAM
409
WNY Asset Management
New York
$3.63M -$5.98M -118,625 -62%
CIA
410
Concurrent Investment Advisors
Florida
$3.62M +$2.63M +52,122 +264%
SPC
411
Sigma Planning Corp
Michigan
$3.61M -$189K -3,752 -5%
PS
412
Principal Securities
Iowa
$3.57M +$435K +8,635 +14%
IA
413
Insight Advisors
Pennsylvania
$3.57M -$448K -8,849 -11%
FFA
414
Founders Financial Alliance
North Carolina
$3.55M -$690K -13,701 -16%
PPWM
415
Perissos Private Wealth Management
Oklahoma
$3.52M +$3.52M +69,800 New
CCG
416
Catalina Capital Group
California
$3.51M -$463K -9,191 -12%
CA
417
Cornerstone Advisory
Maryland
$3.51M +$43.2K +855 +1%
TCG
418
Transcendent Capital Group
Oklahoma
$3.48M -$620K -12,316 -15%
RCM
419
Riggs Capital Management
Utah
$3.47M +$3.47M +68,912 New
IIA
420
Integral Investment Advisors
California
$3.45M +$223K +4,430 +7%
AI
421
Atria Investments
North Carolina
$3.45M -$6.74M -133,793 -66%
LKWM
422
Lee-Kelleher Wealth Management
Maryland
$3.43M +$3.43M +68,119 New
Baird Financial Group
423
Baird Financial Group
Wisconsin
$3.41M -$392K -7,781 -10%
EP
424
Edgestream Partners
New Jersey
$3.4M +$1.01M +20,017 +42%
CFS
425
CRA Financial Services
New Jersey
$3.39M +$1.4M +27,875 +71%