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JPMorgan Ultra-Short Income ETF

950 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 375 increasing their positions, 422 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-15
Holders Change %
-1.55%
% of All Funds
13.77%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.04%
New
72
Increased
375
Reduced
422
Closed
70
Calls
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
826
Westbourne Investment Advisors
Maryland
$242K -$170K -3,365 -41%
PG
827
Proffitt & Goodson
Tennessee
$242K -$2.67K -53 -1%
HSWM
828
Hubbell Strickland Wealth Management
Louisiana
$237K -$3.73K -74 -2%
HPFG
829
Hart & Patterson Financial Group
Massachusetts
$237K -$52.9K -1,048 -18%
IA
830
IFG Advisors
Missouri
$236K
LJHT
831
Laurie J. Hall Trustee
$234K +$234K +4,630 New
HWA
832
HHM Wealth Advisors
Tennessee
$232K
MGIA
833
Moneta Group Investment Advisors
Missouri
$229K +$229K +4,543 New
BA
834
Bluesphere Advisors
Pennsylvania
$227K -$227K -4,491 -50%
OCM
835
Orion Capital Management
California
$224K -$1.51K -30 -0.7%
PGF
836
Plan Group Financial
Oklahoma
$220K -$96.9K -1,920 -31%
BBA
837
Braun-Bostich & Associates
Pennsylvania
$219K -$6.36K -126 -3%
PCS
838
Personal CFO Solutions
New Jersey
$217K +$217K +4,304 New
KIG
839
Kennedy Investment Group
New Jersey
$216K -$6.81K -135 -3%
EWM
840
Elevatus Welath Management
New York
$212K +$555 +11 +0.3%
HIS
841
Harvest Investment Services
Illinois
$211K +$211K +4,190 New
HKAM
842
Horizon Kinetics Asset Management
New York
$210K -$761K -15,089 -78%
PA
843
Planning Alternatives
Michigan
$210K
PFP
844
Pinnacle Financial Partners
Tennessee
$209K +$209K +4,149 New
FOA
845
Five Oceans Advisors
California
$209K +$209K +4,138 New
AAS
846
Asset Allocation Strategies
Michigan
$208K +$208K +4,118 New
KIA
847
Kraematon Investment Advisors
Massachusetts
$206K +$757 +15 +0.4%
PS
848
Planned Solutions
California
$203K
FAT
849
First American Trust
California
$203K +$1.11K +22 +0.6%
FA
850
Financial Alternatives
California
$202K