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JPMorgan Ultra-Short Income ETF

1,092 hedge funds and large institutions have $22.2B invested in JPMorgan Ultra-Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 514 increasing their positions, 391 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+7
Holders Change %
+0.65%
% of All Funds
14.64%
Holding in Top 10
157
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.19%
% of All Funds
2.1%
New
104
Increased
514
Reduced
391
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
26
Spire Wealth Management
Virginia
$85.7M -$22.7M -447,235 -21%
QCG
27
Quadrant Capital Group
Ohio
$84.5M -$66.2M -1,306,288 -44%
Stifel Financial
28
Stifel Financial
Missouri
$84.2M +$5.42M +106,930 +7%
AA
29
Ancora Advisors
Ohio
$82.9M +$450K +8,878 +0.5%
FA
30
Fountainhead AM
New Jersey
$79.6M -$11.7M -230,276 -13%
LWMT
31
Legacy Wealth Management (Tennessee)
Tennessee
$74.9M +$1.61M +31,818 +2%
CA
32
Crane Advisory
California
$71.8M +$25.4M +503,286 +55%
AssetMark Inc
33
AssetMark Inc
California
$71.3M +$4.29M +84,693 +6%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$66.9M +$4.82M +95,010 +8%
GG
35
Greenwood Gearhart
Arkansas
$66.4M +$8.09M +159,640 +14%
RIG
36
RiverFront Investment Group
Virginia
$63.8M +$57.7M +1,138,031 +942%
AAS
37
Avantax Advisory Services
Texas
$61M +$15.7M +310,070 +35%
RRA
38
Round Rock Advisors
Connecticut
$59.9M +$9.42M +185,869 +19%
MML Investors Services
39
MML Investors Services
Massachusetts
$59.9M +$11.6M +228,776 +24%
State of Tennessee, Department of Treasury
40
State of Tennessee, Department of Treasury
Tennessee
$59.9M -$9.04M -178,300 -13%
AWM
41
Axxcess Wealth Management
California
$59.9M +$2.58M +50,880 +5%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$58M +$15.7M +310,165 +37%
RCG
43
Rock Creek Group
District of Columbia
$57.6M -$24.8M -489,427 -30%
UCFA
44
United Capital Financial Advisors
Texas
$57.6M -$1.01M -19,846 -2%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$57.5M -$1.27M -25,014 -2%
SEI Investments
46
SEI Investments
Pennsylvania
$56.2M +$279K +5,501 +0.5%
PAG
47
Private Advisor Group
New Jersey
$55.3M +$5.75M +113,545 +12%
NEWAS
48
N.E.W. Advisory Services
Wisconsin
$52.2M -$2.71M -53,562 -5%
AHSSHC
49
Adventist Health System Sunbelt Healthcare Corp
Florida
$50.7M
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$50.1M +$7.06M +139,336 +16%