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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 %
LGA
576
Lebenthal Global Advisors
New York
$1.14M -$11.3M -224,463 -91%
FIC
577
Family Investment Center
Missouri
$1.13M +$788K +15,683 +227%
Wealthfront Advisers
578
Wealthfront Advisers
California
$1.13M +$175K +3,489 +18%
LI
579
LVZ Inc
Michigan
$1.13M -$92.4K -1,840 -8%
CIA
580
Concurrent Investment Advisors
Florida
$1.13M +$1.13M +22,432 New
RWA
581
Redmont Wealth Advisors
Illinois
$1.12M +$24.8K +493 +2%
RA
582
Rise Advisors
New York
$1.12M +$68.2K +1,358 +6%
RIA
583
Realta Investment Advisors
Delaware
$1.11M -$887K -17,662 -44%
AWM
584
Able Wealth Management
New Jersey
$1.09M +$1.09M +21,731 New
BFA
585
Beacon Financial Advisory
Ohio
$1.09M +$377K +7,500 +53%
NWMG
586
National Wealth Management Group
Ohio
$1.09M -$109K -2,170 -9%
AF
587
Affiance Financial
Minnesota
$1.08M -$328K -6,522 -23%
WIC
588
Woodmont Investment Counsel
Tennessee
$1.08M -$8.61M -171,491 -89%
AWA
589
Authentikos Wealth Advisory
California
$1.07M -$10.5K -209 -1%
KWM
590
Kingsview Wealth Management
Oregon
$1.07M +$174K +3,463 +19%
WOC
591
West Oak Capital
California
$1.06M
GWAM
592
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.06M -$95.4K -1,900 -8%
CA
593
CGN Advisors
Kansas
$1.04M -$42.9K -855 -4%
IPWA
594
International Private Wealth Advisors
California
$1.03M +$1.03M +20,588 New
SFB
595
STAR Financial Bank
Indiana
$1.03M +$32.1K +639 +3%
BWP
596
Balboa Wealth Partners
Arizona
$1.03M +$182K +3,621 +21%
BBA
597
BLB&B Advisors
Pennsylvania
$1.03M +$26.8K +533 +3%
SFI
598
SPC Financial Inc
Maryland
$1M -$23.5M -467,766 -96%
IAIM
599
International Assets Investment Management
Florida
$984K -$11.1M -221,542 -92%
FFA
600
Fragasso Financial Advisors
Pennsylvania
$981K +$78.6K +1,565 +9%