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JPMorgan Ultra-Short Income ETF

1,067 hedge funds and large institutions have $21.2B invested in JPMorgan Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 473 increasing their positions, 345 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+93
Holders Change %
+9.55%
% of All Funds
14.2%
Holding in Top 10
151
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+17.97%
% of All Funds
2.01%
New
169
Increased
473
Reduced
345
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWC
676
Spectrum Wealth Counsel
Indiana
$913K +$189K +3,750 +26%
GSIS
677
Global Strategic Investment Solutions
Arizona
$913K
US Bancorp
678
US Bancorp
Minnesota
$911K -$31.5K -626 -3%
SAM
679
Smartleaf Asset Management
Massachusetts
$906K -$513K -10,151 -36%
BFG
680
Bleakley Financial Group
New Jersey
$905K +$427K +8,477 +89%
AF
681
Affiance Financial
Minnesota
$905K +$98.2K +1,949 +12%
HWP
682
Heritage Wealth Partners
Ohio
$900K -$70.6K -1,401 -7%
FCT
683
Family Capital Trust
Massachusetts
$891K +$701K +13,918 +369%
PWA
684
Prairie Wealth Advisors
Nebraska
$891K -$63.5K -1,256 -7%
PA
685
Parallel Advisors
California
$887K -$94K -1,867 -10%
WPW
686
Waldron Private Wealth
Pennsylvania
$884K -$658K -13,011 -43%
NCM
687
Northwest Capital Management
Oregon
$883K -$76.2K -1,513 -8%
MSA
688
Marino Stram & Associates
Massachusetts
$882K +$37.5K +745 +4%
FCM
689
Firestone Capital Management
Florida
$861K +$861K +17,091 New
CCP
690
Clarkston Capital Partners
Michigan
$856K
LCM
691
Lunt Capital Management
Utah
$856K -$11.9K -237 -1%
JIC
692
Joel Isaacson & Co
New York
$856K -$236K -4,691 -22%
LOIP
693
Live Oak Investment Partners
Texas
$843K -$830K
KCFA
694
Key Client Fiduciary Advisors
New Jersey
$833K -$12.1K -240 -1%
BCA
695
Ballentine Capital Advisors
South Carolina
$822K +$502K +9,962 +157%
ERIC
696
Eagle Rock Investment Company
Georgia
$815K
PIA
697
Pinion Investment Advisors
Kansas
$808K -$58.1K -1,154 -7%
TPA
698
Trivium Point Advisory
Connecticut
$806K +$13K +258 +2%
PP
699
Patten & Patten
Tennessee
$801K +$57.7K +1,146 +8%
HCA
700
Horan Capital Advisors
Ohio
$798K -$22.7K -450 -3%