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JPMorgan Ultra-Short Income ETF

912 hedge funds and large institutions have $18B invested in JPMorgan Ultra-Short Income ETF in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 367 increasing their positions, 376 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-16
Holders Change %
-1.72%
% of All Funds
14.6%
Holding in Top 10
176
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.37%
% of All Funds
2.82%
New
96
Increased
367
Reduced
376
Closed
88
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KW
726
KWB Wealth
California
$407K
PA
727
PFG Advisors
Arizona
$405K -$23.6K -468 -5%
CPA
728
Capital Planning Advisors
California
$404K -$66.4K -1,320 -14%
NRI
729
NFP Retirement Inc
California
$403K
ACM
730
Anfield Capital Management
California
$402K -$4.63K -92 -1%
LOIP
731
Live Oak Investment Partners
Texas
$397K -$567K
CIBC World Market
732
CIBC World Market
Ontario, Canada
$394K +$94.8K +1,885 +32%
AWM
733
AllSquare Wealth Management
New York
$392K +$332K +6,590 +545%
TFA
734
TPG Financial Advisors
Oregon
$385K +$184K +3,665 +92%
VCP
735
Verus Capital Partners
Arizona
$384K +$384K +7,641 New
GPWA
736
Great Point Wealth Advisors
Massachusetts
$382K -$7.3K -145 -2%
TA
737
TFB Advisors
Kansas
$382K -$6.04K -120 -2%
BNP Paribas Financial Markets
738
BNP Paribas Financial Markets
France
$381K +$381K +7,566 New
BRA
739
Biechele Royce Advisors
Indiana
$377K -$36.6K -730 -9%
AA
740
ACT Advisors
North Carolina
$375K -$252 -5 -0.1%
BFG
741
Berger Financial Group
Minnesota
$372K +$14.7K +292 +4%
KOC
742
Koss-Olinger Consulting
Florida
$370K
AWA
743
Authentikos Wealth Advisory
California
$370K +$370K +7,380 New
TDC
744
Thompson Davis & Co
Virginia
$369K +$102K +2,025 +38%
MFGP
745
Marshall Financial Group (Pennsylvania)
Pennsylvania
$367K +$3.42K +68 +0.9%
MWM
746
Modera Wealth Management
New Jersey
$365K
OCM
747
Orion Capital Management
California
$365K +$161K +3,208 +79%
PWM
748
Prentice Wealth Management
New York
$364K -$133K -2,646 -27%
NFSG
749
Newbridge Financial Services Group
Florida
$359K +$2.77K +55 +0.8%
WP
750
WealthPLAN Partners
Nebraska
$359K -$238K -4,738 -40%