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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 %
SA
651
Shilanski & Associates
Alaska
$753K
BMA
652
Brooks Moore & Associates
Tennessee
$750K -$10K -200 -1%
MMA
653
Miracle Mile Advisors
California
$743K +$743K +14,828 New
BFAG
654
Blackston Financial Advisory Group
Florida
$742K +$742K +14,804 New
NFG
655
Nations Financial Group
Iowa
$737K +$108K +2,147 +17%
BWM
656
Birchcreek Wealth Management
Ohio
$734K -$123K -2,460 -14%
CAG
657
Csenge Advisory Group
Florida
$730K -$203K -4,055 -22%
PWP
658
Private Wealth Partners
California
$724K +$213K +4,250 +42%
CIBC World Market
659
CIBC World Market
Ontario, Canada
$722K +$329K +6,554 +84%
LSIA
660
LaSalle St. Investment Advisors
Illinois
$716K -$251K -5,016 -26%
VFPI
661
Vantage Financial Partners (Illinois)
Illinois
$707K -$409K -8,150 -37%
CPW
662
Catalyst Private Wealth
California
$706K
US Bancorp
663
US Bancorp
Minnesota
$696K -$225K -4,495 -24%
HT
664
Headlands Technologies
Illinois
$696K +$443K +8,831 +175%
SG
665
StoneX Group
New York
$695K +$456K +9,103 +191%
CW
666
CreativeOne Wealth
Kansas
$692K -$1.15M -22,997 -62%
RJT
667
Raymond James Trust
Florida
$681K -$59.9K -1,195 -8%
CWM
668
Cornerstone Wealth Management
Missouri
$681K +$407K +8,125 +149%
NL
669
NWAM LLC
Washington
$672K -$2.13M -42,468 -76%
LW
670
Linscomb Wealth
Texas
$670K -$812K -16,194 -55%
FCA
671
Fortis Capital Advisors
Kansas
$668K -$361K -7,204 -35%
WEG
672
World Equity Group
Illinois
$665K +$665K +12,254 New
SL
673
SWMG LLC
Texas
$665K +$665K +13,253 New
ASN
674
Advisory Services Network
Georgia
$661K -$778K -15,509 -54%
AC
675
AIFG Consultants
New York
$660K +$114K +2,283 +21%