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JPMorgan Ultra-Short Income ETF

471 hedge funds and large institutions have $5.37B invested in JPMorgan Ultra-Short Income ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 217 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+9
Holders Change %
+1.95%
% of All Funds
10.4%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
2.03%
New
78
Increased
154
Reduced
217
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
426
Geneos Wealth Management
Colorado
$205K +$99.5K +2,014 +94%
PCMC
427
Private Capital Management (Colorado)
Colorado
$203K +$203K +4,088 New
LF
428
Lee Financial
Texas
$199K +$199K +4,000 New
AIM
429
Acropolis Investment Management
Missouri
$174K -$25K -503 -13%
MF
430
Manchester Financial
California
$163K -$847K -17,015 -84%
FCA
431
FinTrust Capital Advisors
South Carolina
$161K +$150K +3,027 +1,357%
CAN
432
Claraphi Advisory Network
United States
$160K +$160K +3,219 New
ClearBridge Investments
433
ClearBridge Investments
New York
$139K
SQA
434
Simon Quick Advisors
New Jersey
$112K -$189K -3,808 -63%
SFG
435
Sowa Financial Group
Rhode Island
$108K -$23.7K -478 -18%
SIAS
436
Shine Investment Advisory Services
Colorado
$106K -$382K -7,650 -78%
Toronto Dominion Bank
437
Toronto Dominion Bank
Ontario, Canada
$106K
MA
438
MUFG Americas
New York
$99K
BWM
439
BerganKDV Wealth Management
Minnesota
$99K
BlackRock
440
BlackRock
New York
$88K -$214K -4,316 -71%
BWL
441
Bogart Wealth LLC
Virginia
$79K -$6.41K -129 -8%
SIM
442
Sonora Investment Management
Arizona
$74K +$74K +1,485 New
WQ
443
Wealth Quarterback
New Jersey
$63.6K -$8.82M -177,634 -99%
PB
444
Pinnacle Bancorp
Nebraska
$62K
ETI
445
Enterprise Trust & Investment
California
$61K
SFA
446
Semmax Financial Advisors
North Carolina
$49K -$5.53K -111 -10%
HIM
447
HawsGoodwin Investment Management
Tennessee
$49K
VFA
448
Valeo Financial Advisors
Indiana
$47K +$12.8K +257 +37%
PGAM
449
Princeton Global Asset Management
New Jersey
$45K
PA
450
Parallel Advisors
California
$43K -$21.3K -438 -33%