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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 %
FA
726
Flagstar Advisors
New York
$663K -$267K -5,274 -29%
APW
727
Acima Private Wealth
Virginia
$659K
LF
728
Lee Financial
Texas
$657K +$3.23K +64 +0.5%
BAM
729
Belpointe Asset Management
Nevada
$645K +$204K +4,033 +46%
IPAM
730
Investment Partners Asset Management
New Jersey
$642K -$2.02K -40 -0.3%
SIM
731
Stratos Investment Management
Ohio
$635K +$80.6K +1,601 +15%
AFS
732
Access Financial Services
Minnesota
$632K -$14K -277 -2%
OPWM
733
Oxinas Partners Wealth Management
Indiana
$629K -$216K -4,298 -26%
ALA
734
Atlas Legacy Advisors
California
$629K +$629K +12,479 New
National Bank of Canada
735
National Bank of Canada
Quebec, Canada
$623K +$577K +11,453 +1,256%
SIAP
736
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$617K -$40.3K -800 -6%
AllianceBernstein
737
AllianceBernstein
Tennessee
$613K +$613K +12,166 New
RFA
738
Resurgent Financial Advisors
Georgia
$613K +$85.4K +1,696 +16%
AWA
739
AGH Wealth Advisors
Kansas
$604K +$604K +12,000 New
PCA
740
Pallas Capital Advisors
Massachusetts
$604K
CPA
741
Capital Planning Advisors
California
$604K +$199K +3,959 +49%
ACA
742
Atlas Capital Advisors
Wyoming
$603K +$603K +11,968 New
AIM
743
Alhambra Investment Management
Florida
$602K -$5.04K -100 -0.8%
WIC
744
Woodmont Investment Counsel
Tennessee
$595K -$231K -4,583 -28%
WP
745
WealthShield Partners
North Carolina
$588K -$1.92K -38 -0.3%
SAM
746
SignalPoint Asset Management
Missouri
$587K -$5.19K -103 -0.9%
RFN
747
Redwood Financial Network
Ohio
$586K +$3.12K +62 +0.5%
LWM
748
Lighthouse Wealth Management
Ohio
$582K +$582K +11,560 New
SWM
749
Seed Wealth Management
Illinois
$579K -$25.2K -500 -4%
BWP
750
Balboa Wealth Partners
Arizona
$573K -$1.15M -22,890 -67%