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JPMorgan Ultra-Short Income ETF

291 hedge funds and large institutions have $3.35B invested in JPMorgan Ultra-Short Income ETF in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 120 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

942% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 12

264% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 33

148% more funds holding in top 10

Funds holding in top 10: 2357 (+34)

119% more capital invested

Capital invested by funds: $1.53B → $3.35B (+$1.82B)

63% more funds holding

Funds holding: 178291 (+113)

2.55% more ownership

Funds ownership: 64.34%66.9% (+2.6%)

Holders
291
Holders Change
+113
Holders Change %
+63.48%
% of All Funds
6.48%
Holding in Top 10
57
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+147.83%
% of All Funds
1.27%
New
125
Increased
120
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
51
Insight Wealth Strategies
California
$13.2M +$13.2M +263,316 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$13M +$3.15M +62,860 +32%
LPT
53
Legacy Private Trust
Wisconsin
$12.6M +$5.54M +110,390 +79%
NCM
54
Next Capital Management
New York
$12.5M +$12.6M +250,225 New
Stifel Financial
55
Stifel Financial
Missouri
$12.3M +$5.58M +111,262 +83%
AG
56
Advisor Group
Arizona
$12.3M +$9.59M +190,994 +353%
TA
57
TMD & Associates
Arizona
$11.8M -$242K -4,814 -2%
HCA
58
Horan Capital Advisors
Ohio
$11.6M +$6.19M +123,287 +115%
RCA
59
Rowland Carmichael Advisors
Arizona
$11.4M -$4.01M -79,828 -26%
AA
60
Ancora Advisors
Ohio
$11.4M +$10.2M +202,625 +831%
AC
61
Abbrea Capital
California
$11.2M +$8.88M +176,890 +386%
AFG
62
Albion Financial Group
Utah
$11.2M +$6.76M +134,704 +153%
CFGF
63
Compass Financial Group (Florida)
Florida
$11M +$11M +220,154 New
MWM
64
Mascoma Wealth Management
New Hampshire
$11M +$763K +15,196 +7%
JFA
65
JNBA Financial Advisors
Minnesota
$10.8M +$10.8M +214,426 +16,444%
HB
66
Homrich & Berg
Georgia
$10.8M +$10.8M +215,450 New
AWS
67
AJ Wealth Strategies
New York
$10.4M +$1.77M +35,183 +20%
JP Morgan Chase
68
JP Morgan Chase
New York
$10.4M +$9.01M +179,607 +661%
NCM
69
Novare Capital Management
North Carolina
$9.27M +$731K +14,559 +9%
BCM
70
Brookstone Capital Management
Illinois
$9.22M +$9.23M +183,978 New
BFPW
71
BOK Financial Private Wealth
Colorado
$9.13M +$9.14M +182,067 New
FIG
72
FundX Investment Group
California
$9.06M +$9.07M +180,730 New
QCG
73
Quadrant Capital Group
Ohio
$8.64M +$8.67M +172,664 New
SB
74
Suntrust Banks
Georgia
$8.23M +$8.24M +164,244 New
ZIG
75
Zurich Insurance Group
Switzerland
$7.96M +$7.97M +158,895 New