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JPMorgan Ultra-Short Income ETF

1,093 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, 515 increasing their positions, 391 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+8
Holders Change %
+0.74%
% of All Funds
14.65%
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
515
Reduced
391
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFS
501
WealthGarden F.S.
California
$2.44M +$304K +5,997 +14%
FP
502
Financial Perspectives
Minnesota
$2.42M -$272K -5,358 -10%
UWM
503
USAdvisors Wealth Management
Minnesota
$2.42M +$63.5K +1,254 +3%
FCFC
504
First Citizens Financial Corp
Iowa
$2.39M -$1.07M -21,104 -31%
AWA
505
Acorn Wealth Advisors
Michigan
$2.39M -$240K -4,728 -9%
FFA
506
First Foundation Advisors
California
$2.38M -$17.6K -348 -0.7%
MHS
507
M Holdings Securities
Oregon
$2.38M +$165K +3,255 +7%
GWAM
508
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.37M +$175K +3,455 +8%
TWP
509
TFO Wealth Partners
Ohio
$2.35M +$2.35M +46,442 New
GSIAS
510
Garden State Investment Advisory Services
New Jersey
$2.34M -$1.82M -35,887 -44%
Wealthfront Advisers
511
Wealthfront Advisers
California
$2.32M +$285K +5,615 +14%
TC
512
TownSquare Capital
Utah
$2.31M -$120M -2,360,395 -98%
WIA
513
Wealthedge Investment Advisors
New York
$2.3M -$61.6K -1,215 -3%
WANY
514
Wealthspire Advisors (New York)
New York
$2.3M -$379K -7,479 -14%
DWA
515
Delos Wealth Advisors
Texas
$2.29M -$135K -2,669 -6%
WS
516
Wedbush Securities
California
$2.28M +$944K +18,616 +70%
CA
517
Cambridge Advisors
Nebraska
$2.27M -$19.2K -378 -0.8%
SFG
518
Sage Financial Group
Pennsylvania
$2.27M +$70.2K +1,386 +3%
WWM
519
Whalen Wealth Management
Nevada
$2.26M +$2.26M +44,576 New
SCM
520
Saxony Capital Management
Missouri
$2.24M +$41.9K +827 +2%
IIC
521
Ironwood Investment Counsel
Arizona
$2.24M -$1.63M -32,158 -42%
SWM
522
StoneCrest Wealth Management
Arizona
$2.22M +$405K +7,997 +22%
RWM
523
Rialto Wealth Management
New York
$2.21M -$376K -7,421 -15%
FA
524
Fermata Advisors
California
$2.2M +$25.5K +504 +1%
WWM
525
Western Wealth Management
Colorado
$2.2M +$209K +4,116 +11%