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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 %
DWM
476
Drive Wealth Management
Utah
$1.17M +$1.17M +23,120 New
NCM
477
Next Capital Management
New York
$1.16M -$129K -2,553 -10%
APA
478
American Portfolios Advisors
New York
$1.15M +$289K +5,734 +34%
SFI
479
SPC Financial Inc
Maryland
$1.13M +$1.13M +22,394 New
RWP
480
Revolve Wealth Partners
New Jersey
$1.11M +$1.11M +22,021 New
PWM
481
Perigon Wealth Management
California
$1.11M -$15.5K -306 -1%
CFG
482
Cooper Financial Group
California
$1.11M -$1.86M -36,891 -63%
SC
483
Sepio Capital
Utah
$1.11M +$1.11M +21,966 New
FIM
484
Freedom Investment Management
Connecticut
$1.1M +$131K +2,595 +13%
TCM
485
TD Capital Management
Tennessee
$1.1M -$25K -495 -2%
LA
486
Latitude Advisors
Florida
$1.09M +$47.9K +948 +5%
BWA
487
BDO Wealth Advisors
Florida
$1.09M -$190K -3,753 -15%
MWA
488
Meridian Wealth Advisors
Texas
$1.08M +$619K +12,260 +134%
KFC
489
Klingenstein Fields & Co
New York
$1.07M -$8.13K -161 -0.8%
AGAM
490
Audent Global Asset Management
California
$1.07M +$1.07M +21,232 New
FHB
491
First Hawaiian Bank
Hawaii
$1.06M +$784K +15,531 +286%
FAIM
492
Financial Advocates Investment Management
Washington
$1.06M -$572K -11,300 -35%
BRWM
493
B. Riley Wealth Management
Tennessee
$1.05M -$290K -5,730 -22%
SWM
494
Sanctuary Wealth Management
Idaho
$1.05M -$1.21M -24,030 -54%
SPFA
495
Summit Place Financial Advisors
New Jersey
$1.04M +$192K +3,800 +23%
MA
496
MONECO Advisors
Connecticut
$1.04M -$497K -9,865 -32%
CWG
497
Cornerstone Wealth Group
North Carolina
$1.04M -$118K -2,338 -10%
WWG
498
West Wealth Group
California
$1.03M +$1.03M +20,348 New
SW
499
SlateStone Wealth
Florida
$1.02M -$672K -13,307 -40%
WEPOG
500
Wealth Enhancement & Preservation of GA
Georgia
$1.02M -$387K -7,661 -27%