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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 %
MIS
701
Morningstar Investment Services
Illinois
$798K -$15M -297,712 -95%
BFF
702
Byrne Financial Freedom
Massachusetts
$793K +$793K +15,753 New
CWA
703
Core Wealth Advisors
Florida
$791K +$99.7K +1,979 +14%
BAS
704
Brueske Advisory Services
Washington
$784K +$784K +15,563 New
VCM
705
Virtue Capital Management
Tennessee
$782K +$104K +2,070 +15%
RIA
706
Regal Investment Advisors
Michigan
$775K +$74.2K +1,474 +11%
PGAM
707
Princeton Global Asset Management
New Jersey
$769K +$151 +3 +0%
RBFC
708
Roman Butler Fullerton & Co
Missouri
$761K -$14.6K -289 -2%
PAM
709
PCG Asset Management
New Jersey
$757K +$757K +15,020 New
FA
710
Fiduciary Alliance
South Carolina
$751K +$128K +2,535 +20%
RIA
711
Realta Investment Advisors
Delaware
$745K +$87.9K +1,744 +13%
LSPW
712
Lake Street Private Wealth
Illinois
$744K -$15.2K -301 -2%
ATC
713
Argent Trust Co
Tennessee
$739K
MSAM
714
Moloney Securities Asset Management
Missouri
$739K +$11.3K +224 +2%
PWM
715
Prentice Wealth Management
New York
$736K +$501K +9,937 +212%
OFS
716
OneAscent Financial Services
Alabama
$731K +$731K +14,454 New
LSIA
717
LaSalle St. Investment Advisors
Illinois
$721K +$39.1K +776 +6%
DA
718
Detalus Advisors
Missouri
$716K +$716K +14,220 New
CPW
719
Catalyst Private Wealth
California
$710K
CCM
720
Condor Capital Management
New Jersey
$709K +$2.82K +56 +0.4%
OHWP
721
Oak Harbor Wealth Partners
North Carolina
$699K +$699K +13,877 New
JCM
722
Jacobi Capital Management
Pennsylvania
$684K -$263K -5,214 -28%
LAM
723
Lifestyle Asset Management
Texas
$679K -$151 -3 -0%
SS
724
SBI Securities
Japan
$678K +$678K +13,460 New
S
725
Sunpointe
Missouri
$670K +$670K +13,246 New