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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
AFG
851
Atomi Financial Group
New York
$242K -$183K -3,640 -43%
HPFG
852
Hart & Patterson Financial Group
Massachusetts
$238K +$1.61K +32 +0.7%
NFSG
853
Newbridge Financial Services Group
Florida
$238K -$190K -3,767 -44%
PG
854
Proffitt & Goodson
Tennessee
$237K -$4.93K -98 -2%
SFA
855
Source Financial Advisors
New York
$236K -$258K -5,133 -52%
IA
856
IFG Advisors
Missouri
$236K
LJHT
857
Laurie J. Hall Trustee
$234K
MFC
858
Morris Financial Concepts
South Carolina
$233K -$15.7K -312 -6%
HWA
859
HHM Wealth Advisors
Tennessee
$232K
QPWM
860
Quadrant Private Wealth Management
Pennsylvania
$231K -$112K -2,215 -33%
CRC
861
Curi RMB Capital
Illinois
$228K -$25.6K -508 -10%
FW
862
FullCircle Wealth
Texas
$227K +$226K +4,487 New
ACP
863
Aveo Capital Partners
Colorado
$225K -$72.8K -1,445 -25%
LFG
864
Larson Financial Group
Missouri
$224K +$87.5K +1,737 +64%
JAG
865
Journey Advisory Group
Kentucky
$223K -$415K -8,240 -65%
PFPT
866
Pinnacle Financial Partners (Tennessee)
Tennessee
$220K +$10.9K +217 +5%
DPI
867
Diversified Portfolios Inc
Michigan
$220K +$220K +4,362 New
SA
868
SpiderRock Advisors
Delaware
$220K +$219K +4,357 New
FSG
869
Financial Strategies Group
Michigan
$218K -$52K -1,032 -19%
PA
870
Pinnacle Associates
New York
$218K -$45.7K -908 -17%
PWMAG
871
Pinnacle Wealth Management Advisory Group
New Jersey
$218K -$45.7K -908 -17%
RMDI
872
R.M. Davis Inc
Maine
$217K +$217K +4,300 New
IA
873
Inspire Advisors
Idaho
$216K +$215K +4,270 New
PGF
874
Plan Group Financial
Oklahoma
$213K -$6.8K -135 -3%
BSSFA
875
Baron Silver Stevens Financial Advisors
Florida
$212K +$212K +4,207 New