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JPMorgan Ultra-Short Income ETF

974 hedge funds and large institutions have $18.8B invested in JPMorgan Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 421 increasing their positions, 382 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
-10
Holders Change %
-1.02%
% of All Funds
14.09%
Holding in Top 10
128
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.48%
% of All Funds
1.85%
New
78
Increased
421
Reduced
382
Closed
74
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
476
Sheets Smith Wealth Management
North Carolina
$2.09M -$281K -5,546 -12%
KWA
477
Kingswood Wealth Advisors
California
$2.08M -$329K -6,486 -14%
FA
478
Fermata Advisors
California
$2.05M -$9.84K -194 -0.5%
FFWM
479
Future Financial Wealth Management
Ohio
$2.05M +$645K +12,711 +46%
PIA
480
Perennial Investment Advisors
California
$2.04M -$304K -5,995 -13%
RBC
481
Roble Belko & Company
Pennsylvania
$2.02M -$132K -2,595 -6%
SWM
482
Silverlake Wealth Management
Vermont
$2.01M +$66.7K +1,314 +3%
CFS
483
CRA Financial Services
New Jersey
$2M +$817K +16,093 +69%
AWA
484
Arkadios Wealth Advisors
Georgia
$1.99M +$5.63K +111 +0.3%
CAM
485
Cozad Asset Management
Illinois
$1.99M -$67.9K -1,339 -3%
NI
486
Nepsis Inc
Minnesota
$1.98M +$73.7K +1,452 +4%
AWM
487
Apollon Wealth Management
South Carolina
$1.97M -$202K -3,980 -9%
TA
488
TFG Advisers
Michigan
$1.97M +$1.16M +22,933 +145%
MHS
489
M Holdings Securities
Oregon
$1.95M -$63.5K -1,251 -3%
EWM
490
Endowment Wealth Management
Wisconsin
$1.94M +$157K +3,094 +9%
RIG
491
RiverFront Investment Group
Virginia
$1.93M -$13.7M -270,318 -88%
TFO
492
Tarbox Family Office
California
$1.92M -$94.6K -1,865 -5%
RMF
493
Red Mountain Financial
Colorado
$1.9M +$29.1K +574 +2%
BCM
494
Birch Capital Management
Texas
$1.9M -$170K -3,341 -8%
MWA
495
Midland Wealth Advisors
Illinois
$1.9M +$552K +10,884 +41%
IF
496
Intrua Financial
Texas
$1.88M -$1.08M -21,326 -37%
SFG
497
Sage Financial Group
Pennsylvania
$1.85M +$259K +5,112 +16%
AA
498
ACT Advisors
North Carolina
$1.84M -$30.7M -604,897 -94%
HIC
499
Holderness Investments Company
North Carolina
$1.8M +$173K +3,406 +11%
AWM
500
AllSquare Wealth Management
New York
$1.8M +$178K +3,500 +11%