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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 %
KCFA
676
Key Client Fiduciary Advisors
New Jersey
$647K -$1.4K -28 -0.2%
IWM
677
IHT Wealth Management
Illinois
$646K -$19.1M -381,507 -97%
VWA
678
Visionary Wealth Advisors
Illinois
$646K +$646K +12,880 New
NC
679
NewSquare Capital
Pennsylvania
$637K +$17.9K +357 +3%
AWA
680
Amplius Wealth Advisors
Pennsylvania
$632K -$123K -2,459 -16%
CCA
681
Clearwater Capital Advisors
Illinois
$630K -$50.3K -1,003 -7%
BFA
682
Beacon Financial Advisory
Ohio
$628K +$55.6K +1,109 +10%
CWA
683
Core Wealth Advisors
Florida
$622K +$1.55K +31 +0.3%
AAS
684
Ameritas Advisory Services
Nebraska
$606K -$21.8M -435,397 -97%
HS
685
Horan Securities
United States
$604K -$118K -2,353 -16%
AWM
686
AllSquare Wealth Management
New York
$602K +$211K +4,200 +54%
BFA
687
Bragg Financial Advisors
North Carolina
$599K
OWM
688
Opes Wealth Management
California
$598K
NB
689
NBT Bank
New York
$592K -$453K -9,040 -43%
CI
690
CPR Investments
Michigan
$588K +$588K +11,727 New
SAA
691
Southeast Asset Advisors
Georgia
$588K +$588K +11,721 New
MHS
692
M Holdings Securities
Oregon
$584K -$708K -14,124 -55%
AFS
693
Access Financial Services
Minnesota
$584K +$6.47K +129 +1%
TPWM
694
Twelve Points Wealth Management
Massachusetts
$582K
QWM
695
Quaker Wealth Management
New Jersey
$582K -$852 -17 -0.1%
SAG
696
SageView Advisory Group
California
$577K +$357K +7,128 +163%
PB
697
Pinnacle Bancorp
Nebraska
$574K +$15K +300 +3%
GPA
698
Guerra Pan Advisors
New Jersey
$571K -$5.01K -100 -0.9%
BWM
699
BlackDiamond Wealth Management
New York
$569K +$72.1K +1,437 +15%
PA
700
Prossimo Advisors
California
$564K