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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 %
BB
501
Bell Bank
North Dakota
$1.81M -$531K -10,566 -23%
GM
502
GeoWealth Management
Illinois
$1.8M -$1.44M -28,614 -44%
BFEC
503
Benjamin F. Edwards & Company
Missouri
$1.8M +$414K +8,236 +30%
AWA
504
Arete Wealth Advisors
Illinois
$1.77M +$605K +12,044 +52%
AA
505
Auxano Advisors
Washington
$1.75M +$15.2K +303 +0.9%
SSW
506
Stone Summit Wealth
Florida
$1.74M -$70.3K -1,400 -4%
WIP
507
WealthCare Investment Partners
Rhode Island
$1.73M +$107K +2,135 +7%
WPW
508
Waldron Private Wealth
Pennsylvania
$1.72M +$72K +1,427 +4%
Bank of Montreal
509
Bank of Montreal
Ontario, Canada
$1.72M -$9.51M -189,355 -85%
NFSG
510
Newbridge Financial Services Group
Florida
$1.7M +$1.43M +28,487 +540%
PIA
511
Pinion Investment Advisors
Kansas
$1.67M -$3.91M -77,898 -70%
SIA
512
SkyView Investment Advisors
New Jersey
$1.67M +$1.56M +330,105 +1,394%
NCM
513
New Capital Management
Texas
$1.65M -$2.79M -55,514 -63%
AP
514
Americana Partners
Texas
$1.64M +$649K +13,028 +66%
GWM
515
Greenwich Wealth Management
Connecticut
$1.64M -$303K -6,039 -16%
NCM
516
Next Capital Management
New York
$1.62M +$2.06K +41 +0.1%
OP
517
ORG Partners
Indiana
$1.61M +$95.1K +1,893 +6%
IA
518
Insight Advisors
Pennsylvania
$1.61M +$254K +5,050 +19%
H
519
HoyleCohen
California
$1.6M -$5.83K -116 -0.4%
PCM
520
Pennsylvania Capital Management
Pennsylvania
$1.59M -$2.03M -40,326 -56%
BTI
521
Blue Trust Inc
Georgia
$1.59M -$828K -16,490 -34%
AUB
522
Atlantic Union Bankshares
Virginia
$1.59M +$471K +9,368 +42%
AWM
523
AllSquare Wealth Management
New York
$1.58M +$377K +7,500 +31%
FFN
524
Focus Financial Network
Minnesota
$1.58M -$1.27M -25,222 -45%
FPCP
525
Fort Point Capital Partners
California
$1.57M -$975K -19,402 -38%