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JPMorgan Ultra-Short Income ETF

950 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 375 increasing their positions, 422 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-15
Holders Change %
-1.55%
% of All Funds
13.77%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.04%
New
72
Increased
375
Reduced
422
Closed
70
Calls
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
651
Prosperity Consulting Group
Maryland
$676K +$60.1K +1,191 +10%
SFI
652
SPC Financial Inc
Maryland
$674K -$330K -6,547 -33%
NWMG
653
National Wealth Management Group
Ohio
$659K -$432K -8,569 -40%
RIA
654
Regal Investment Advisors
Michigan
$650K -$28.1K -557 -4%
BMWM
655
Brown Miller Wealth Management
Virginia
$648K -$252K -5,001 -28%
CFS
656
CRA Financial Services
New Jersey
$646K +$646K +12,808 New
CWS
657
Confluence Wealth Services
Pennsylvania
$645K +$120K +2,373 +23%
JAG
658
Journey Advisory Group
Kentucky
$639K -$9.2M -182,327 -94%
RCG
659
Regatta Capital Group
California
$638K +$17.1K +339 +3%
TFA
660
Tobias Financial Advisors
Florida
$634K
DWM
661
Drive Wealth Management
Utah
$633K -$122K -2,413 -16%
WJWM
662
Williams Jones Wealth Management
New York
$626K
HFS
663
Horizon Financial Services
North Carolina
$625K -$113K -2,247 -15%
LAM
664
Lifestyle Asset Management
Texas
$623K -$8.13M -161,149 -93%
BEAM
665
Baker Ellis Asset Management
Washington
$621K -$266K -5,270 -30%
WP
666
WealthShield Partners
North Carolina
$619K -$150K -2,983 -20%
PCA
667
Pallas Capital Advisors
Massachusetts
$616K -$48.8K -967 -7%
ES
668
ETF Store
Kansas
$616K +$81.5K +1,615 +15%
RBFC
669
Roman Butler Fullerton & Co
Missouri
$612K +$72.6K +1,441 +13%
RJT
670
Raymond James Trust
Florida
$609K +$3.83K +76 +0.6%
IPAM
671
Investment Partners Asset Management
New Jersey
$607K -$5.05K -100 -0.8%
AFS
672
Access Financial Services
Minnesota
$606K +$2.78K +55 +0.5%
BWM
673
BCGM Wealth Management
Indiana
$593K +$67K +1,329 +13%
FIC
674
Family Investment Center
Missouri
$592K -$547K -10,842 -48%
BFW
675
Brady Family Wealth
Missouri
$591K +$1.77K +35 +0.3%