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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 %
FWM
451
Fortress Wealth Management
California
$2.2M -$806K -15,979 -27%
JFA
452
JNBA Financial Advisors
Minnesota
$2.2M -$498K -9,879 -18%
NL
453
NVWM LLC
Pennsylvania
$2.18M -$15.4K -305 -0.7%
RBC
454
Roble Belko & Company
Pennsylvania
$2.18M -$5K -99 -0.2%
AWM
455
Apollon Wealth Management
South Carolina
$2.17M +$35.3K +700 +2%
MSWMA
456
Market Street Wealth Management Advisors
Indiana
$2.17M +$1.41M +27,935 +185%
IA
457
Insight Advisors
Pennsylvania
$2.17M +$552K +10,940 +34%
CM
458
Capital Management
Virginia
$2.13M -$188K -3,730 -8%
YWS
459
Yarger Wealth Strategies
Ohio
$2.13M -$6.72M -133,236 -76%
MA
460
MBA Advisors
Pennsylvania
$2.12M +$87.7K +1,739 +4%
PWA
461
Phoenix Wealth Advisors
North Carolina
$2.11M -$33.1K -657 -2%
AWA
462
Acorn Wealth Advisors
Michigan
$2.11M +$6.66K +132 +0.3%
SW
463
SMART Wealth
Nebraska
$2.08M +$1.71M +33,879 +464%
ASN
464
Advisory Services Network
Georgia
$2.03M +$719K +14,247 +55%
CAL
465
Capital Analysts LLC
Pennsylvania
$2.02M +$48.8K +967 +2%
MWM
466
Mission Wealth Management
California
$2.01M +$484K +9,600 +32%
CA
467
Cambridge Advisors
Nebraska
$2.01M -$276K -5,461 -12%
FA
468
Fermata Advisors
California
$2M -$860K -17,046 -30%
GCM
469
Gallacher Capital Management
Colorado
$1.99M +$1.99M +39,378 New
NI
470
Nepsis Inc
Minnesota
$1.97M -$51.8K -1,027 -3%
ZIMP
471
Zimmermann Investment Management & Planning
Pennsylvania
$1.95M -$4.92M -97,619 -72%
BPA
472
Beacon Pointe Advisors
California
$1.94M -$3.59M -71,187 -65%
GM
473
GeoWealth Management
Illinois
$1.94M +$129K +2,558 +7%
SCM
474
Stonehearth Capital Management
Massachusetts
$1.93M -$10.4M -205,203 -84%
GWM
475
Gray Wealth Management
Maine
$1.93M +$110K +2,186 +6%