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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
CSPIA
776
Cary Street Partners Investment Advisory
Virginia
$374K -$25.2K -500 -6%
AMIM
777
Aull & Monroe Investment Management
Alabama
$368K -$85.1K -1,690 -19%
PWM
778
Prentice Wealth Management
New York
$362K -$324K -6,431 -47%
SIAG
779
Safeguard Investment Advisory Group
California
$361K +$360K +7,149 New
TPWM
780
Twelve Points Wealth Management
Massachusetts
$360K -$121K -2,400 -25%
EWM
781
EPG Wealth Management
Georgia
$359K -$375K -7,439 Closed
BFWA
782
Benchmark Financial Wealth Advisors
Florida
$358K +$4.73K +94 +1%
FWM
783
FMA Wealth Management
Massachusetts
$356K +$355K +7,048 New
FGA
784
Fortis Group Advisors
New Jersey
$355K +$354K +7,036 New
KOC
785
Koss-Olinger Consulting
Florida
$352K +$352K +6,984 New
PCG
786
Prosperity Consulting Group
Maryland
$348K -$327K -6,495 -48%
AG
787
Ascent Group
Virginia
$339K -$21.7K -431 -6%
PWS
788
Private Wealth Strategies
Ohio
$336K +$4.23K +84 +1%
AllianceBernstein
789
AllianceBernstein
Tennessee
$334K +$334K +6,625 New
CIBC World Market
790
CIBC World Market
Ontario, Canada
$331K -$96.2K -1,910 -23%
GF
791
Gries Financial
Ohio
$330K -$760K -15,098 -70%
CPA
792
Clear Point Advisors
New York
$329K -$21.6K -429 -6%
SMC
793
Smith, Moore & Co
Missouri
$327K -$174K -3,456 -35%
ICP
794
Ironvine Capital Partners
Nebraska
$325K
SFS
795
Security Financial Services
Indiana
$325K -$2.57K -51 -0.8%
GT
796
Glenview Trust
Kentucky
$324K -$504 -10 -0.2%
EWA
797
Etesian Wealth Advisors
Oregon
$322K +$10.7K +213 +3%
GFS
798
GYL Financial Synergies
Connecticut
$321K +$39.5K +785 +14%
OWM
799
Opes Wealth Management
California
$320K -$140K -2,780 -30%
HTC
800
Haverford Trust Company
Pennsylvania
$320K