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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
SIA
801
SkyView Investment Advisors
New Jersey
$318K -$31.4K -623 -9%
APIM
802
Agate Pass Investment Management
Washington
$317K -$55.4K -1,100 -15%
Bank of Nova Scotia
803
Bank of Nova Scotia
Ontario, Canada
$315K +$314K +6,232 New
CFIM
804
Client First Investment Management
Wisconsin
$313K +$40.3K +801 +15%
MA
805
Mosaic Advisors
Texas
$313K +$4.13K +82 +1%
CW
806
CreativeOne Wealth
Kansas
$313K -$69.5K -1,380 -18%
MFG
807
Merit Financial Group
Georgia
$312K -$120K -2,384 -28%
DCM
808
Dudley Capital Management
Virginia
$308K +$2.72K +54 +0.9%
BFG
809
Berger Financial Group
Minnesota
$308K -$5.14K -102 -2%
GSIAS
810
Garden State Investment Advisory Services
New Jersey
$307K -$26.1K -518 -8%
SG
811
StoneX Group
New York
$307K +$50.5K +1,003 +20%
WP
812
WealthPLAN Partners
Nebraska
$306K -$13.8K -274 -4%
Fisher Asset Management
813
Fisher Asset Management
Washington
$305K +$304K +6,038 New
GAM
814
Gemmer Asset Management
California
$303K
STA
815
Summit Trail Advisors
New York
$301K +$4.78K +95 +2%
HL
816
HeadInvest LLC
Maine
$295K -$144K -2,854 -33%
IC
817
Inscription Capital
Texas
$292K +$16.4K +326 +6%
LFAS
818
Level Four Advisory Services
Texas
$291K +$291K +5,769 New
LSIA
819
LaSalle St. Investment Advisors
Illinois
$290K -$196K -3,889 -40%
SW
820
SteelPeak Wealth
California
$290K +$8.21K +163 +3%
ME
821
McIlrath & Eck
Washington
$289K +$3.27K +65 +1%
SAF
822
Smith Anglin Financial
Texas
$284K -$5.89K -117 -2%
RWA
823
Redmont Wealth Advisors
Illinois
$282K +$130K +2,579 +86%
IAP
824
Indie Asset Partners
Indiana
$281K +$1.86K +37 +0.7%
TI
825
TrueMark Investments
Illinois
$278K +$277K +5,508 New