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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 %
PI
426
PFG Investments
New York
$2.49M +$390K +7,727 +19%
ICM
427
IMS Capital Management
Oregon
$2.49M -$481K -9,540 -16%
SA
428
Skyline Advisors
Washington
$2.49M -$28.5K -564 -1%
DLCIG
429
D.L. Carlson Investment Group
New Hampshire
$2.49M +$402K +7,959 +19%
CP
430
Castleview Partners
Texas
$2.48M -$73.6K -1,458 -3%
TFO
431
Tarbox Family Office
California
$2.47M -$645K -12,781 -21%
TSWM
432
Tyler-Stone Wealth Management
Ohio
$2.46M +$174K +3,455 +8%
OCFG
433
O'Connor Financial Group
Illinois
$2.46M +$372K +7,376 +18%
VF
434
Vawter Financial
Ohio
$2.46M -$66.2K -1,313 -3%
BCM
435
Birch Capital Management
Texas
$2.44M +$1.82M +35,988 +289%
UWM
436
USAdvisors Wealth Management
Minnesota
$2.4M +$4.29K +85 +0.2%
SSWM
437
Sheets Smith Wealth Management
North Carolina
$2.39M -$59.5K -1,180 -2%
WMWM
438
Whitaker-Myers Wealth Managers
Ohio
$2.39M -$305K -6,036 -11%
CL
439
Choreo LLC
Illinois
$2.37M -$484K -9,584 -17%
MSFS
440
Main Street Financial Solutions
Pennsylvania
$2.36M -$104K -2,071 -4%
IAN
441
Integrated Advisors Network
Texas
$2.35M -$1.1M -21,894 -32%
RPCA
442
Running Point Capital Advisors
California
$2.31M +$69.4K +1,376 +3%
OPWM
443
Oxinas Partners Wealth Management
Indiana
$2.31M -$135K -2,668 -6%
FNWA
444
Financial Network Wealth Advisors
Utah
$2.29M +$20.5K +407 +0.9%
PS
445
Principal Securities
Iowa
$2.26M -$343K -6,801 -13%
VAM
446
Vienna Asset Management
California
$2.25M -$7.04M -158,235 -76%
PFA
447
Plotkin Financial Advisors
Maryland
$2.25M +$1.94M +38,517 +628%
FFP
448
FourThought Financial Partners
Florida
$2.25M -$241K -4,768 -10%
PIA
449
Perennial Investment Advisors
California
$2.24M -$307K -6,078 -12%
KWA
450
Kingswood Wealth Advisors
California
$2.24M +$284K +5,628 +15%