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JPMorgan Ultra-Short Income ETF

1,085 hedge funds and large institutions have $22.8B invested in JPMorgan Ultra-Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 519 increasing their positions, 367 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,085
Holders Change
+18
Holders Change %
+1.69%
% of All Funds
14.74%
Holding in Top 10
171
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.25%
% of All Funds
2.32%
New
105
Increased
519
Reduced
367
Closed
62
Calls
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
651
Cherry Tree Wealth Management
Minnesota
$1.11M +$74.1K +1,463 +7%
NCM
652
Nelson Capital Management
California
$1.11M -$18.9K -374 -2%
CWS
653
Confluence Wealth Services
Pennsylvania
$1.11M +$146K +2,900 +15%
RF
654
Rossby Financial
Florida
$1.1M +$1.1M +21,744 New
NFG
655
Nations Financial Group
Iowa
$1.09M +$67.5K +1,334 +7%
HCM
656
Hicks Capital Management
Ohio
$1.09M +$1.09M +21,460 New
SFG
657
Seamount Financial Group
Colorado
$1.08M -$20K -395 -2%
AAS
658
Asset Allocation Strategies
Michigan
$1.08M +$76.6K +1,512 +8%
FFA
659
Fragasso Financial Advisors
Pennsylvania
$1.07M +$72.6K +1,433 +7%
BFA
660
Blueprint Financial Advisors
North Carolina
$1.05M +$1.05M +20,659 New
AWE
661
Avidian Wealth Enterprises
Texas
$1.04M +$79K +1,561 +8%
SPL
662
Smart Portfolios LLC
Washington
$1.04M -$169K -3,330 -14%
CW
663
Channel Wealth
California
$1.04M +$1.04M +20,453 New
CWA
664
Continuum Wealth Advisors
New York
$1.03M -$47.6K -941 -4%
BCM
665
Birch Capital Management
Texas
$1.03M -$20.4K -403 -2%
IDA
666
Intelligence Driven Advisers
California
$1.03M +$72.4K +1,430 +8%
CW
667
CreativeOne Wealth
Kansas
$1M +$459K +9,067 +84%
DMBA
668
Deseret Mutual Benefit Administrators
Utah
$1M -$5.11M -100,853 -84%
MSAM
669
Moloney Securities Asset Management
Missouri
$1M +$259K +5,107 +35%
AC
670
Apella Capital
Connecticut
$983K +$14.4K +285 +1%
MWM
671
Mission Wealth Management
California
$976K -$333K -6,580 -25%
IPWA
672
International Private Wealth Advisors
California
$974K +$27.1K +536 +3%
WA
673
Whipplewood Advisors
Colorado
$974K +$805K +47,715 +477%
SAF
674
Smith Anglin Financial
Texas
$969K +$709K +14,004 +272%
CPL
675
CAP Partners LLC
Tennessee
$956K -$55.2K -1,090 -5%