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JPMorgan Ultra-Short Income ETF

1,067 hedge funds and large institutions have $21.2B invested in JPMorgan Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 473 increasing their positions, 345 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+93
Holders Change %
+9.55%
% of All Funds
14.2%
Holding in Top 10
151
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+17.97%
% of All Funds
2.01%
New
169
Increased
473
Reduced
345
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
626
Parsons Capital Management
Rhode Island
$1.21M +$374K +7,434 +45%
LI
627
LifeWealth Investments
Florida
$1.21M +$1.21M +23,932 New
SPL
628
Smart Portfolios LLC
Washington
$1.2M +$21.2K +420 +2%
BCP
629
Blue Chip Partners
Michigan
$1.2M -$38.2K -759 -3%
DAS
630
Diversify Advisory Services
Utah
$1.19M -$98.1K -1,946 -8%
TWM
631
Tradition Wealth Management
Minnesota
$1.19M -$314K -6,228 -21%
RFG
632
RFP Financial Group
Georgia
$1.19M +$1.19M +23,458 New
PAS
633
Park Avenue Securities
New York
$1.17M +$129K +2,554 +12%
CWM
634
Congress Wealth Management
Massachusetts
$1.16M +$91.4K +1,814 +9%
WCM
635
WealthTrak Capital Management
Virginia
$1.14M +$1.14M +22,698 New
IFO
636
Intrepid Family Office
Florida
$1.13M +$1.13M +22,500 New
MFG
637
Mosaic Financial Group
Illinois
$1.13M +$100K +1,988 +10%
NCM
638
Nelson Capital Management
California
$1.12M -$149K -2,949 -12%
BTWM
639
Baker Tilly Wealth Management
Wisconsin
$1.12M -$25.7K -510 -2%
AWC
640
Adamsbrown Wealth Consultants
Kansas
$1.12M +$510K +10,123 +84%
Envestnet Portfolio Solutions
641
Envestnet Portfolio Solutions
Illinois
$1.12M -$3.95M -78,494 -78%
GL
642
Graypoint LLC
New York
$1.1M -$453K -9,000 -29%
SNWA
643
Siligmueller & Norvid Wealth Advisors
Illinois
$1.1M +$1.1M +21,743 New
CA
644
CGN Advisors
Kansas
$1.09M +$15.3K +303 +1%
SFG
645
Seamount Financial Group
Colorado
$1.09M +$20.7K +410 +2%
VIM
646
Vista Investment Management
Pennsylvania
$1.08M -$1.11K -22 -0.1%
RL
647
Retireful LLC
Michigan
$1.08M -$93.5K -1,856 -8%
BFA
648
Beaumont Financial Advisors
Massachusetts
$1.08M +$126K +2,501 +13%
CWA
649
Continuum Wealth Advisors
New York
$1.07M -$45.5K -904 -4%
FNWA
650
Financial Network Wealth Advisors
Utah
$1.06M -$1.19M -23,702 -53%