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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 %
CSIA
701
Charles Schwab Investment Advisory
California
$539K +$184K +3,661 +52%
TPWM
702
Twelve Points Wealth Management
Massachusetts
$534K
AP
703
Atwood & Palmer
Missouri
$534K
ES
704
ETF Store
Kansas
$532K +$220K +4,382 +71%
GFS
705
GYL Financial Synergies
Connecticut
$529K -$346K -6,886 -40%
BWM
706
BCGM Wealth Management
Indiana
$523K +$39K +777 +8%
CWS
707
Confluence Wealth Services
Pennsylvania
$523K -$48.7K -969 -9%
MTWM
708
Masso Torrence Wealth Management
New Jersey
$522K -$1.08M -21,508 -67%
KCFA
709
Key Client Fiduciary Advisors
New Jersey
$521K -$42.1K -838 -7%
LCWP
710
Legacy Capital Wealth Partners
Arkansas
$520K -$3.17K -63 -0.6%
GWM
711
GSB Wealth Management
Connecticut
$507K +$94.7K +1,886 +23%
UW
712
Unique Wealth
Florida
$505K -$1.23M -24,388 -71%
TWC
713
TD Waterhouse Canada
Ontario, Canada
$504K +$424K +7,799 +531%
GC
714
Gratus Capital
Georgia
$501K -$208K -4,136 -29%
CWM
715
Centurion Wealth Management
Virginia
$498K -$11.1K -220 -2%
SMC
716
Smith, Moore & Co
Missouri
$497K +$497K +9,898 New
IIM
717
InTrack Investment Management
Vermont
$496K -$43.2K -861 -8%
SNB
718
Security National Bank
Nebraska
$495K +$29.5K +588 +6%
LW
719
Linscomb Wealth
Texas
$489K -$35.7K -711 -7%
QPWM
720
Quadrant Private Wealth Management
Pennsylvania
$489K +$68.9K +1,365 +16%
DPI
721
Diversified Portfolios Inc
Michigan
$487K +$487K +9,697 New
CA
722
CoreCap Advisors
Michigan
$483K -$9.74M -193,829 -95%
BWM
723
Birchcreek Wealth Management
Ohio
$471K -$81.3K -1,619 -15%
GAM
724
GEM Asset Management
Michigan
$470K
CPL
725
CAP Partners LLC
Tennessee
$466K +$466K +9,283 New