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JPMorgan Ultra-Short Income ETF

950 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 375 increasing their positions, 422 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-15
Holders Change %
-1.55%
% of All Funds
13.77%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.04%
New
72
Increased
375
Reduced
422
Closed
70
Calls
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Shares
Change %
GSIS
526
Global Strategic Investment Solutions
Arizona
$1.42M +$1.42M +28,120 New
AQR Capital Management
527
AQR Capital Management
Connecticut
$1.41M +$590K +11,702 +72%
CGH
528
Crossmark Global Holdings
Texas
$1.41M -$32.7K -649 -2%
FFWM
529
Future Financial Wealth Management
Ohio
$1.4M +$85.2K +1,689 +6%
AWM
530
Aries Wealth Management
Maine
$1.4M
FFA
531
Fragasso Financial Advisors
Pennsylvania
$1.39M +$408K +8,091 +41%
DFG
532
Delta Financial Group
New Jersey
$1.39M +$64.8K +1,285 +5%
CA
533
CoreCap Advisors
Michigan
$1.38M +$893K +17,703 +184%
HWP
534
Heritage Wealth Partners
Ohio
$1.37M
SFC
535
SYM Financial Corp
Indiana
$1.37M -$2.51M -49,672 -65%
VWM
536
Venturi Wealth Management
Texas
$1.36M +$63K +1,248 +5%
SFG
537
Seamount Financial Group
Colorado
$1.36M -$102K -2,029 -7%
MBT
538
Montecito Bank & Trust
California
$1.35M -$737K -14,610 -35%
PCA
539
Prosperity Capital Advisors
Ohio
$1.34M +$1.34M +26,631 New
TWM
540
Tradition Wealth Management
Minnesota
$1.34M -$197K -3,910 -13%
AFO
541
Arrowroot Family Office
California
$1.34M -$10.3K -205 -0.8%
TWC
542
TD Waterhouse Canada
Ontario, Canada
$1.33M +$864K +17,145 +185%
CWA
543
Clarity Wealth Advisors
California
$1.33M +$75.7K +1,500 +6%
NCM
544
Nelson Capital Management
California
$1.32M -$36.5K -723 -3%
ESB
545
Essex Savings Bank
Connecticut
$1.31M
CIA
546
Concurrent Investment Advisors
Florida
$1.3M +$170K +3,370 +15%
CA
547
Continuum Advisory
Idaho
$1.28M -$96.3K -1,914 -7%
Envestnet Portfolio Solutions
548
Envestnet Portfolio Solutions
Illinois
$1.28M -$647K -12,830 -34%
BCG
549
BayBridge Capital Group
California
$1.26M -$81.9K -1,627 -6%
WA
550
Win Advisors
Florida
$1.25M +$1.25M +24,862 New