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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 %
SS
651
Simplicity Solutions
Minnesota
$752K -$2.64M -52,481 -78%
BFG
652
Bleakley Financial Group
New Jersey
$752K -$2.64M -52,481 -78%
GF
653
Gries Financial
Ohio
$749K +$291K +5,803 +64%
HFS
654
Horizon Financial Services
North Carolina
$735K -$50.6K -1,008 -6%
SWC
655
Spectrum Wealth Counsel
Indiana
$722K +$722K +14,376 New
ICP
656
Interchange Capital Partners
Pennsylvania
$711K +$141K +3,167 +25%
CPW
657
Catalyst Private Wealth
California
$708K
AIM
658
Alhambra Investment Management
Florida
$704K -$12.6K -250 -2%
SWM
659
StoneCrest Wealth Management
Arizona
$700K +$700K +13,943 New
SC
660
Sapient Capital
Indiana
$700K +$700K +13,873 New
GSIAS
661
Garden State Investment Advisory Services
New Jersey
$690K -$19.5K -388 -3%
ETIA
662
Epic Trust Investment Advisors
Washington
$689K -$58.6K -1,166 -8%
CBFP
663
Cedar Brook Financial Partners
Ohio
$686K +$155K +3,084 +29%
CWA
664
Core Wealth Advisors
Florida
$681K
BMA
665
Brooks Moore & Associates
Tennessee
$676K -$407K -8,100 -38%
RIA
666
Regal Investment Advisors
Michigan
$675K +$67.2K +1,338 +11%
TFA
667
TPG Financial Advisors
Oregon
$670K +$128K +2,546 +24%
PCA
668
Pallas Capital Advisors
Massachusetts
$662K
TW
669
Transform Wealth
Colorado
$656K -$152K -3,016 -19%
APP
670
Avantax Planning Partners
Iowa
$647K -$144K -2,871 -18%
MFG
671
Merit Financial Group
Georgia
$645K +$379K +7,544 +142%
NC
672
NewSquare Capital
Pennsylvania
$639K -$8.89K -177 -1%
TFA
673
Tobias Financial Advisors
Florida
$631K -$152K -3,020 -19%
BCM
674
Birch Capital Management
Texas
$625K -$434K -8,644 -41%
WJWM
675
Williams Jones Wealth Management
New York
$623K