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JPMorgan Ultra-Short Income ETF

965 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 316 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.15%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.32%
New
103
Increased
316
Reduced
473
Closed
87
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DLCIG
476
D.L. Carlson Investment Group
New Hampshire
$2.08M -$37.5K -745 -2%
OCFG
477
O'Connor Financial Group
Illinois
$2.08M +$617K +12,289 +42%
MBT
478
Montecito Bank & Trust
California
$2.08M -$58.9K -1,173 -3%
MA
479
MBA Advisors
Pennsylvania
$2.02M +$44.6K +887 +2%
NI
480
Nepsis Inc
Minnesota
$2.01M +$37K +737 +2%
GI
481
Glovista Investments
New Jersey
$1.99M -$1.72M -34,209 -46%
E
482
ETFidea
New York
$1.98M -$41.9K -834 -2%
SFG
483
Sage Financial Group
Pennsylvania
$1.97M -$137K -2,732 -7%
4WM
484
49 Wealth Management
Texas
$1.97M +$1.97M +39,124 New
CAL
485
Capital Analysts LLC
Pennsylvania
$1.96M -$3.96M -78,861 -67%
AWE
486
Avidian Wealth Enterprises
Texas
$1.96M +$195K +3,889 +11%
KWA
487
Kingswood Wealth Advisors
California
$1.95M -$387K -7,708 -17%
WP
488
WealthSource Partners
California
$1.94M +$522K +10,390 +37%
FC
489
FCA Corp
Texas
$1.92M -$4.22K -84 -0.2%
Envestnet Portfolio Solutions
490
Envestnet Portfolio Solutions
Illinois
$1.92M -$4.56M -90,714 -70%
CWM
491
Cornerstone Wealth Management
Missouri
$1.91M +$439K +8,732 +30%
FFWA
492
FRG Family Wealth Advisors
Washington
$1.91M -$848K -16,890 -31%
EAM
493
Evanson Asset Management
California
$1.9M +$1M +20,000 +112%
SOS
494
Silver Oak Securities
Tennessee
$1.89M -$1.02M -20,248 -35%
AMM
495
American Money Management
California
$1.88M -$411K -8,181 -18%
WB
496
Webster Bank
Connecticut
$1.85M +$125K +2,489 +7%
SAA
497
Southeast Asset Advisors
Georgia
$1.84M -$74.6K -1,485 -4%
BOH
498
Bank of Hawaii
Hawaii
$1.84M -$789K -15,713 -30%
FIM
499
Freedom Investment Management
Connecticut
$1.82M -$3.06M -60,838 -63%
GWM
500
Gray Wealth Management
Maine
$1.81M -$401K -7,991 -18%