JPST icon

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 %
FFA
601
First Foundation Advisors
California
$977K -$1.58M -31,450 -62%
PTC
602
Private Trust Company
Ohio
$972K +$86.7K +1,726 +10%
HKAM
603
Horizon Kinetics Asset Management
New York
$967K -$270K -5,371 -22%
PIMG
604
Patriot Investment Management Group
Tennessee
$960K -$172K -3,422 -15%
CC
605
Callan Capital
California
$944K
CCA
606
Clearwater Capital Advisors
Illinois
$934K +$299K +5,962 +47%
MHS
607
M Holdings Securities
Oregon
$910K +$12.5K +248 +1%
HL
608
HeadInvest LLC
Maine
$909K -$536K -10,676 -37%
FFG
609
Frisch Financial Group
New York
$908K -$9.94M -197,996 -92%
BMWM
610
Brown Miller Wealth Management
Virginia
$896K -$190K -3,775 -17%
LFA
611
Laraway Financial Advisors
Minnesota
$889K -$40.3K -802 -4%
BEAM
612
Baker Ellis Asset Management
Washington
$883K -$110K -2,187 -11%
WC
613
Waterloo Capital
Texas
$882K -$218K -4,334 -20%
JCM
614
Jacobi Capital Management
Pennsylvania
$877K +$54.6K +1,088 +7%
BWM
615
BKM Wealth Management
Wisconsin
$874K +$874K +17,409 New
IDA
616
Intelligence Driven Advisers
California
$869K -$193K -3,823 -18%
LCM
617
Lunt Capital Management
Utah
$866K
CCM
618
Condor Capital Management
New Jersey
$860K -$533K -10,613 -38%
CCP
619
Clarkston Capital Partners
Michigan
$854K
CTWM
620
Cherry Tree Wealth Management
Minnesota
$847K -$15.3K -305 -2%
OWM
621
OneAscent Wealth Management
Alabama
$844K -$3.07M -60,772 -78%
MA
622
MONECO Advisors
Connecticut
$838K +$16.6K +330 +2%
SFG
623
Sowa Financial Group
Rhode Island
$838K -$151K -3,013 -15%
SIAP
624
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$837K -$15.1K -300 -2%
RWPA
625
Richard W. Paul & Associates
Michigan
$836K +$364K +7,248 +77%