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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 %
CWA
426
Canvas Wealth Advisors
Kansas
$3.39M +$910K +17,991 +37%
GFG
427
Greenbush Financial Group
New York
$3.37M +$3.37M +66,928 New
NL
428
NWAM LLC
Washington
$3.36M +$2.41M +47,814 +253%
JWM
429
JGP Wealth Management
Oregon
$3.35M -$67.8K -1,347 -2%
PA
430
Procyon Advisors
Connecticut
$3.35M -$1.2M -23,732 -26%
CFGF
431
Compass Financial Group (Florida)
Florida
$3.33M -$149K -2,961 -4%
WMA
432
West Michigan Advisors
Michigan
$3.32M +$8.19K +162 +0.2%
CRWM
433
Castle Rock Wealth Management
California
$3.26M +$149K +2,957 +5%
CPA
434
Cathy Pareto & Associates
Florida
$3.24M +$3.24M +64,329 New
BI
435
Bolthouse Investments
California
$3.23M +$3.23M +64,049 New
EWA
436
EP Wealth Advisors
California
$3.22M -$474K -9,410 -13%
SPIA
437
Steward Partners Investment Advisory
New York
$3.2M +$296K +5,872 +10%
KFSN
438
Keystone Financial Services (Nebraska)
Nebraska
$3.19M +$3.19M +63,422 New
FWP
439
FAS Wealth Partners
Kansas
$3.18M -$92.9K -1,844 -3%
GCM
440
Gallacher Capital Management
Colorado
$3.12M +$266K +5,288 +9%
QFA
441
Quattro Financial Advisors
Texas
$3.12M -$51.3K -1,016 -2%
CTA
442
Chesley Taft & Associates
Illinois
$3.11M +$403K +8,000 +15%
GC
443
GFG Capital
Florida
$3.11M -$406K -8,052 -12%
AUB
444
Atlantic Union Bankshares
Virginia
$3.1M -$1.41K -28 -0%
FFO
445
Fortitude Family Office
Arizona
$3.06M -$313K -6,207 -9%
HZ
446
Hixon Zuercher
Ohio
$3.06M +$2.01M +39,914 +192%
CT
447
Colonial Trust
South Carolina
$3.05M +$162K +3,212 +6%
VNA
448
Valley National Advisers
Pennsylvania
$3.05M -$176K -3,486 -5%
Creative Planning
449
Creative Planning
Kansas
$3.01M +$25.5K +506 +0.9%
SIG
450
Sargent Investment Group
Maryland
$2.98M -$632K -12,535 -17%