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JPMorgan Ultra-Short Income ETF

948 hedge funds and large institutions have $17.5B invested in JPMorgan Ultra-Short Income ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 328 increasing their positions, 442 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+36
Holders Change %
+3.95%
% of All Funds
14.95%
Holding in Top 10
159
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.66%
% of All Funds
2.51%
New
103
Increased
328
Reduced
442
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSWMA
801
Market Street Wealth Management Advisors
Indiana
$290K -$283K -5,639 -49%
PFA
802
Plotkin Financial Advisors
Maryland
$289K -$11.6K -231 -4%
GT
803
Glenview Trust
Kentucky
$287K
MSA
804
Marino Stram & Associates
Massachusetts
$286K +$286K +6,972 New
SPFA
805
Summit Place Financial Advisors
New Jersey
$285K
BRA
806
Biechele Royce Advisors
Indiana
$284K -$93.4K -1,859 -25%
ME
807
McIlrath & Eck
Washington
$282K
IAP
808
Indie Asset Partners
Indiana
$281K -$9.43K -188 -3%
NB
809
Nicolet Bankshares
Wisconsin
$281K -$139K -2,775 -33%
AOG
810
Alpha Omega Group
Virginia
$280K -$2.66K -53 -0.9%
MFC
811
Morris Financial Concepts
South Carolina
$278K +$278K +5,553 New
JSW
812
Journey Strategic Wealth
New Jersey
$278K -$37.6K -750 -12%
GFA
813
Gallagher Fiduciary Advisors
Illinois
$276K +$276K +5,503 New
AP
814
Atwood & Palmer
Missouri
$276K +$276K +5,500 New
KCM
815
Kathmere Capital Management
Pennsylvania
$275K
IC
816
Inscription Capital
Texas
$274K +$14K +279 +5%
GM
817
GeoWealth Management
Illinois
$272K -$199K -3,975 -42%
AWAP
818
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$272K -$67.9K -1,355 -20%
RFC
819
Regions Financial Corp
Alabama
$271K -$5.01K -100 -2%
GAM
820
Gemmer Asset Management
California
$271K -$23.2K -463 -8%
PFA
821
Pathway Financial Advisors
Vermont
$271K -$626K -12,479 -70%
CD
822
Chapin Davis
Maryland
$271K
RF
823
Rollins Financial
Georgia
$270K -$451 -9 -0.2%
TB
824
Terril Brothers
Missouri
$269K -$20.1K -400 -7%
FIM
825
Freedom Investment Management
Connecticut
$268K -$8.31M -165,648 -97%