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JPMorgan Ultra-Short Income ETF

948 hedge funds and large institutions have $17.5B invested in JPMorgan Ultra-Short Income ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 328 increasing their positions, 442 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+36
Holders Change %
+3.95%
% of All Funds
14.95%
Holding in Top 10
159
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.66%
% of All Funds
2.51%
New
103
Increased
328
Reduced
442
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VIM
576
Vista Investment Management
Pennsylvania
$1.12M +$24.4K +487 +2%
EWS
577
Evergreen Wealth Solutions
Pennsylvania
$1.11M -$767K -15,288 -41%
RW
578
RVW Wealth
California
$1.11M +$2.56K +51 +0.2%
LCM
579
Lunt Capital Management
Utah
$1.09M +$1.09M +21,800 New
RA
580
Rise Advisors
New York
$1.08M +$534K +10,652 +98%
Wealthfront Advisers
581
Wealthfront Advisers
California
$1.08M -$1.5M -29,861 -58%
SFB
582
STAR Financial Bank
Indiana
$1.06M -$131K -2,618 -11%
BMWM
583
Brown Miller Wealth Management
Virginia
$1.06M +$7.07K +141 +0.7%
AWM
584
Avaii Wealth Management
Wisconsin
$1.04M +$81.6K +1,628 +8%
BEAM
585
Baker Ellis Asset Management
Washington
$1.04M -$100K -2,000 -9%
NCM
586
Next Capital Management
New York
$1.04M -$326K -6,502 -24%
RCA
587
Resonant Capital Advisors
Wisconsin
$1.02M -$255K -5,080 -20%
PCA
588
Pallas Capital Advisors
Massachusetts
$1.02M -$14.2M -283,873 -93%
AWA
589
Arete Wealth Advisors
Illinois
$1.02M +$85.5K +1,705 +9%
SIAP
590
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1M -$209K -4,176 -17%
AIM
591
Aspen Investment Management
Michigan
$1M +$12.8K +256 +1%
AIP
592
Almanack Investment Partners
Pennsylvania
$998K -$36.7K -732 -4%
DC
593
Davenport & Co
Virginia
$998K -$227K -4,531 -19%
CSPIA
594
Cary Street Partners Investment Advisory
Virginia
$991K -$181K -3,612 -15%
AG
595
Ascent Group
Virginia
$990K -$184K -3,680 -16%
DIM
596
Delta Investment Management
California
$990K -$13.1K -261 -1%
WAM
597
WNY Asset Management
New York
$986K +$363K +7,232 +58%
BF
598
Brooklyn FI
New York
$985K +$985K +19,649 New
WWM
599
Western Wealth Management
Colorado
$980K -$1.29M -25,640 -57%
BFA
600
Beaumont Financial Advisors
Massachusetts
$972K +$67.4K +1,344 +7%