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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 %
SWP
551
Strategic Wealth Partners
Ohio
$1.25M -$43.8K -869 -3%
WWM
552
Western Wealth Management
Colorado
$1.25M +$7.67K +152 +0.6%
AWM
553
Able Wealth Management
New Jersey
$1.24M +$145K +2,874 +13%
MFG
554
Mosaic Financial Group
Illinois
$1.24M +$1.24M +24,538 New
PA
555
Parallel Advisors
California
$1.24M -$147K -2,922 -11%
AWM
556
Avior Wealth Management
Nebraska
$1.23M -$1.31M -25,874 -51%
LWL
557
Leo Wealth LLC
Texas
$1.23M -$3.07M -61,069 -71%
LI
558
LVZ Inc
Michigan
$1.22M +$82.8K +1,641 +7%
BTIM
559
BancFirst Trust & Investment Management
Oklahoma
$1.21M +$53.5K +1,060 +5%
VIM
560
Vista Investment Management
Pennsylvania
$1.21M -$94.9K -1,882 -7%
DAS
561
Diversify Advisory Services
Utah
$1.21M +$1.21M +24,039 New
FPCP
562
Fort Point Capital Partners
California
$1.18M -$398K -7,892 -25%
KWM
563
Kingsview Wealth Management
Oregon
$1.18M +$109K +2,158 +10%
BCM
564
Brookstone Capital Management
Illinois
$1.15M -$113K -2,237 -9%
IPWA
565
International Private Wealth Advisors
California
$1.15M +$112K +2,211 +11%
FFWA
566
FRG Family Wealth Advisors
Washington
$1.15M -$766K -15,190 -40%
AWA
567
Authentikos Wealth Advisory
California
$1.15M +$70K +1,387 +7%
PIA
568
Pinion Investment Advisors
Kansas
$1.14M -$536K -10,628 -32%
BWP
569
Balboa Wealth Partners
Arizona
$1.14M +$108K +2,135 +10%
FFN
570
Focus Financial Network
Minnesota
$1.14M -$431K -8,559 -27%
PP
571
PDS Planning
Ohio
$1.13M -$92.7K -1,837 -8%
RA
572
Rise Advisors
New York
$1.13M +$2.47K +49 +0.2%
LNWWM
573
Laird Norton Wetherby Wealth Management
California
$1.13M -$27.4K -543 -2%
GWAM
574
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.1M +$42.6K +845 +4%
JIC
575
Joel Isaacson & Co
New York
$1.09M -$1.01M -20,070 -48%