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JPMorgan Ultra-Short Income ETF

1,067 hedge funds and large institutions have $21.2B invested in JPMorgan Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 473 increasing their positions, 345 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+93
Holders Change %
+9.55%
% of All Funds
14.2%
Holding in Top 10
151
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+17.97%
% of All Funds
2.01%
New
169
Increased
473
Reduced
345
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWS
876
Discipline Wealth Solutions
South Carolina
$293K +$67.1K +1,333 +30%
CFIM
877
Client First Investment Management
Wisconsin
$292K +$29.7K +590 +11%
EWA
878
Etesian Wealth Advisors
Oregon
$284K -$17.8K -353 -6%
TCM
879
TABR Capital Management
California
$283K +$283K +5,622 New
EAM
880
Empirical Asset Management
Massachusetts
$282K -$355K -7,043 -56%
PWMAG
881
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$278K +5,525 New
CCIA
882
Cherry Creek Investment Advisors
Colorado
$278K +$2.77K +55 +1%
PB
883
Pinnacle Bancorp
Nebraska
$277K +$101K +2,000 +57%
RWPA
884
Richard W. Paul & Associates
Michigan
$277K -$22.8K -452 -8%
FW
885
Fairway Wealth
Ohio
$277K +$151K +2,999 +120%
MIC
886
Means Investment Company
Maine
$276K +$276K +5,489 New
MQWP
887
Morey & Quinn Wealth Partners
Nebraska
$276K +$276K +5,486 New
BFG
888
Berger Financial Group
Minnesota
$276K -$10.1K -200 -4%
FA
889
Faithward Advisors
Pennsylvania
$274K +$274K +5,434 New
BW
890
BostonPremier Wealth
Massachusetts
$270K +$270K +5,364 New
HC
891
Hurley Capital
New York
$268K +$268K +5,309 New
ICMM
892
Integrated Capital Management (Michigan)
Michigan
$264K -$755 -15 -0.3%
RWA
893
Redmont Wealth Advisors
Illinois
$264K -$540K -10,721 -67%
SEIA
894
Signature Estate & Investment Advisors
California
$262K -$462K -9,182 -64%
NFSG
895
Newbridge Financial Services Group
Florida
$262K +$21.6K +428 +9%
AOG
896
Alpha Omega Group
Virginia
$262K -$7.46K -148 -3%
CFA
897
Cahill Financial Advisors
Minnesota
$260K +$260K +5,162 New
SAF
898
Smith Anglin Financial
Texas
$259K -$27.4K -544 -10%
CRC
899
Curi RMB Capital
Illinois
$259K -$1.21K -24 -0.5%
HWA
900
HHM Wealth Advisors
Tennessee
$252K