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JPMorgan Ultra-Short Income ETF

783 hedge funds and large institutions have $11.8B invested in JPMorgan Ultra-Short Income ETF in 2021 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 284 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+85
Holders Change %
+12.18%
% of All Funds
12.09%
Holding in Top 10
143
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.33%
% of All Funds
2.21%
New
147
Increased
284
Reduced
311
Closed
50
Calls
$3.38M
Puts
Net Calls
+$3.38M
Net Calls Change
+$3.38M
Name Holding Trade Value Shares
Change
Shares
Change %
SDH
426
Sloy Dahl & Holst
Washington
$1.7M
ACA
427
Aptus Capital Advisors
Alabama
$1.69M -$1.75M -34,605 -51%
CG
428
Colony Group
Massachusetts
$1.68M +$85.9K +1,489 +5%
TCWM
429
Total Clarity Wealth Management
Illinois
$1.67M +$13.5K +268 +0.8%
RJT
430
Raymond James Trust
Florida
$1.66M -$288K -5,701 -15%
GWM
431
GSB Wealth Management
Connecticut
$1.64M +$595K +11,784 +57%
APA
432
Astoria Portfolio Advisors
New York
$1.63M +$1.63M +32,328 New
RBC
433
Roble Belko & Company
Pennsylvania
$1.63M +$1.63M +32,297 New
FPOC
434
Financial Planners of Cleveland
Ohio
$1.62M +$1.62M +32,168 New
WSTAM
435
Wilbanks Smith & Thomas Asset Management
Virginia
$1.62M +$760K +15,059 +88%
RPCA
436
Running Point Capital Advisors
California
$1.6M -$367K -7,266 -19%
PIMG
437
Patriot Investment Management Group
Tennessee
$1.59M +$507K +10,037 +47%
ACM
438
Anfield Capital Management
California
$1.58M -$114K -2,252 -7%
SAM
439
SignalPoint Asset Management
Missouri
$1.57M -$346K -6,856 -18%
AWM
440
Aprio Wealth Management
Georgia
$1.56M +$885K +17,522 +132%
MCC
441
Money Concepts Capital
Florida
$1.56M +$1.56M +30,826 New
MSS
442
Mitchell Sinkler & Starr
Pennsylvania
$1.55M +$182K +3,600 +13%
DC
443
Davenport & Co
Virginia
$1.55M +$11.1K +219 +0.7%
AWAP
444
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.54M +$243K +4,821 +19%
ATWA
445
Arbor Trust Wealth Advisors
Michigan
$1.54M -$167K -3,300 -10%
PA
446
Parallel Advisors
California
$1.53M -$576K -11,417 -27%
SCM
447
SOL Capital Management
Maryland
$1.52M +$534K +10,575 +54%
NWMG
448
National Wealth Management Group
Ohio
$1.5M +$1.5M +29,715 New
IA
449
Insight Advisors
Pennsylvania
$1.5M +$17.7K +350 +1%
TCM
450
Tradewinds Capital Management
Washington
$1.49M -$43.1K -854 -3%