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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
FOA
876
Five Oceans Advisors
California
$212K +$3.22K +64 +2%
GFA
877
Gallagher Fiduciary Advisors
Illinois
$212K +$211K +4,197 New
HKAM
878
Horizon Kinetics Asset Management
New York
$211K
PA
879
Planning Alternatives
Michigan
$210K
AG
880
Advocate Group
Minnesota
$208K +$208K +4,130 New
RFC
881
Regions Financial Corp
Alabama
$208K -$40.8K -810 -16%
KIA
882
Kraematon Investment Advisors
Massachusetts
$206K +$705 +14 +0.3%
WIA
883
Westbourne Investment Advisors
Maryland
$206K -$36.5K -725 -15%
MWA
884
Muirfield Wealth Advisors
North Carolina
$203K +$203K +4,027 New
AWM
885
Angeles Wealth Management
California
$202K
FA
886
Financial Alternatives
California
$202K
FRA
887
Front Row Advisors
California
$202K
MWM
888
Modern Wealth Management
Kansas
$201K +$200K +3,980 New
BC
889
Barrett & Company
Rhode Island
$185K
PNC Financial Services Group
890
PNC Financial Services Group
Pennsylvania
$181K +$40K +794 +28%
NP
891
NorthRock Partners
Minnesota
$177K -$71K -1,409 -29%
IHWM
892
Iron Horse Wealth Management
Iowa
$171K -$6.09K -121 -3%
DJSG
893
D.J. St. Germain
Massachusetts
$169K +$166K +3,295 +5,991%
FCT
894
Family Capital Trust
Massachusetts
$166K +$166K +3,287 New
LOIP
895
Live Oak Investment Partners
Texas
$166K
OCM
896
Orion Capital Management
California
$162K -$62K -1,231 -28%
FHA
897
First Horizon Advisors
Tennessee
$162K +$25.2K +500 +19%
TFA
898
Toth Financial Advisory
Virginia
$152K -$29.1K -578 -16%
HIA
899
Harbor Investment Advisory
Maryland
$138K -$201 -4 -0.1%
AFS
900
Annapolis Financial Services
Maryland
$134K +$133K +2,648 New