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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 %
NEPWA
726
New England Private Wealth Advisors
Massachusetts
$465K +$7.84K +156 +2%
OWM
727
Opes Wealth Management
California
$459K -$140K -2,790 -23%
KSWA
728
Kathleen S. Wright Associates
Pennsylvania
$456K -$15.8K -314 -3%
BA
729
Bluesphere Advisors
Pennsylvania
$452K
SW
730
SlateStone Wealth
Florida
$452K
AMIM
731
Aull & Monroe Investment Management
Alabama
$451K -$30.1K -600 -6%
AHIA
732
Andrew Hill Investment Advisors
Florida
$448K +$448K +8,920 New
OHWA
733
Oak Hill Wealth Advisors
Virginia
$440K +$9.54K +190 +2%
BSW
734
Buckingham Strategic Wealth
Missouri
$438K +$438K +8,724 New
VWA
735
Visionary Wealth Advisors
Illinois
$436K -$242K -4,824 -36%
SWA
736
Strategies Wealth Advisors
Michigan
$434K +$69.4K +1,381 +19%
LF
737
Lee Financial
Texas
$434K -$68.1K -1,349 -14%
SFC
738
Strategic Financial Concepts
Texas
$434K -$314K -6,246 -42%
CIBC World Market
739
CIBC World Market
Ontario, Canada
$431K -$19.8K -393 -4%
WIA
740
World Investment Advisors
California
$430K +$430K +8,518 New
FHC
741
First Heartland Consultants
Missouri
$429K +$11.7K +233 +3%
LLWM
742
Life Line Wealth Management
California
$426K +$426K +8,480 New
WI
743
Wintrust Investments
Illinois
$419K +$213K +4,238 +103%
EWM
744
Executive Wealth Management
Michigan
$419K -$17.3K -344 -4%
BFIM
745
Beese Fulmer Investment Management
Ohio
$417K
CB
746
Cadence Bank
Mississippi
$417K +$25.1K +500 +6%
SFS
747
Security Financial Services
Indiana
$411K -$56.7K -1,128 -12%
TCWM
748
Total Clarity Wealth Management
Illinois
$411K -$411K -8,185 -50%
AWA
749
Arkadios Wealth Advisors
Georgia
$410K -$415K -8,263 -50%
WIA
750
Westbourne Investment Advisors
Maryland
$410K -$20.1K -400 -5%