We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF

987 hedge funds and large institutions have $17.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 397 increasing their positions, 401 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $16.7B → $17.7B (+$1.05B)

4% more funds holding

Funds holding: 952987 (+35)

0.69% less ownership

Funds ownership: 73.8%73.11% (-0.69%)

1% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 401

5% less funds holding in top 10

Funds holding in top 10: 141134 (-7)

Holders
987
Holders Change
+35
Holders Change %
+3.68%
% of All Funds
14.25%
Holding in Top 10
134
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
107
Increased
397
Reduced
401
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$40.2M -$13.6M -269,871 -25%
BPWM
52
Badgley Phelps Wealth Managers
Washington
$38.9M +$11.4M +226,826 +42%
AOWM
53
Alpha Omega Wealth Management
Virginia
$38.3M -$743K -14,754 -2%
MOS
54
MGO One Seven
Ohio
$36.5M +$18.7M +370,811 +106%
RCG
55
Rock Creek Group
District of Columbia
$36.4M -$4.16M -82,548 -10%
MC
56
McMorgan & Co
California
$35.3M +$8.66M +172,065 +33%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$34.7M +$1.94M +38,431 +6%
VA
58
Valmark Advisers
Ohio
$33.4M +$2.01M +40,007 +6%
AA
59
ACT Advisors
North Carolina
$32.4M +$32.3M +641,088 New
AAS
60
Ameritas Advisory Services
Nebraska
$32.2M -$3.03M -60,178 -9%
FPIS
61
Financial Planning & Information Services
Wisconsin
$31.8M +$1.07M +21,214 +3%
KAS
62
Kestra Advisory Services
Texas
$31.4M +$7.69M +152,737 +32%
MA
63
Montag & Associates
Georgia
$31.3M +$142K +2,823 +0.5%
FFG
64
Frisch Financial Group
New York
$30.6M +$8.46M +167,971 +38%
AP
65
Appleton Partners
Massachusetts
$30.4M -$2.26M -44,896 -7%
GG
66
Greenwood Gearhart
Arkansas
$30.2M +$67K +1,330 +0.2%
IWP
67
Insight Wealth Partners
Texas
$29.5M +$9.03M +179,408 +44%
BI
68
Bramshill Investments
Florida
$29.3M +$8.67M +172,221 +42%
GPWA
69
Great Point Wealth Advisors
Massachusetts
$29.2M +$1.71M +33,952 +6%
FCIM
70
Fairview Capital Investment Management
California
$29.2M -$1.59M -31,633 -5%
FMP
71
Financial Management Professionals
Texas
$28.6M +$1.98M +39,246 +7%
SCM
72
Sollinda Capital Management
Florida
$28.1M -$1.97M -39,096 -7%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$28M -$1.31M -25,924 -4%
PSIWM
74
Paradigm Strategies in Wealth Management
Minnesota
$28M -$275K -5,469 -1%
FAM
75
Flaharty Asset Management
Florida
$27.8M +$511K +10,152 +2%