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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
KCM
826
Kathmere Capital Management
Pennsylvania
$275K -$2.01K -40 -0.7%
VWA
827
Visionary Wealth Advisors
Illinois
$275K -$162K -3,217 -37%
LSA
828
Lion Street Advisors
Texas
$273K +$20.1K +400 +8%
NFG
829
Nations Financial Group
Iowa
$272K -$252K -5,002 -48%
Koshinski Asset Management
830
Koshinski Asset Management
Illinois
$271K +$271K +5,388 New
VCP
831
Verus Capital Partners
Arizona
$270K -$24.6K -489 -8%
EIP
832
Ellis Investment Partners
Pennsylvania
$269K -$134K -2,659 -33%
FLPIM
833
F.L. Putnam Investment Management
Massachusetts
$269K -$9.92K -197 -4%
TW
834
TritonPoint Wealth
Maryland
$269K -$3.02K -60 -1%
AWC
835
Adamsbrown Wealth Consultants
Kansas
$268K +$267K +5,308 New
BBHC
836
Brown Brothers Harriman & Co
New York
$265K +$264K +5,245 New
AOG
837
Alpha Omega Group
Virginia
$264K +$16.1K +320 +7%
EA
838
Everpar Advisors
Oklahoma
$263K
EWS
839
Evergreen Wealth Solutions
Pennsylvania
$257K -$19.8K -394 -7%
SCA
840
Snowden Capital Advisors
New York
$257K +$1.56K +31 +0.6%
AAS
841
Asset Allocation Strategies
Michigan
$253K +$44.7K +887 +22%
CWM
842
Congress Wealth Management
Massachusetts
$252K -$88.6K -1,759 -26%
CAM
843
Concorde Asset Management
Michigan
$252K +$251K +4,993 New
AWM
844
Avior Wealth Management
Nebraska
$250K -$980K -19,463 -80%
SIMG
845
Sonora Investment Management Group
Arizona
$250K
GC
846
Grimes & Company
Massachusetts
$250K -$565K -11,213 -69%
OMC
847
Old Mission Capital
Illinois
$247K -$4.94M -98,181 -95%
HIS
848
Harvest Investment Services
Illinois
$246K +$34.8K +692 +17%
JMFC
849
J.M. Forbes & Co
Massachusetts
$244K
TB
850
Terril Brothers
Missouri
$242K