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JPMorgan Ultra-Short Income ETF

965 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 316 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.15%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.32%
New
103
Increased
316
Reduced
473
Closed
87
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
901
Macroview Investment Management
Maryland
$84.6K +$50.2K +1,000 +146%
HCP
902
Hexagon Capital Partners
Arkansas
$81.6K
DFA
903
DHJJ Financial Advisors
Illinois
$77.6K -$15.6K -310 -17%
FW
904
Fairway Wealth
Ohio
$75.2K +$75.2K +1,497 New
IGWM
905
ICA Group Wealth Management
Colorado
$71.5K +$71.5K +1,424 New
MFA
906
McClarren Financial Advisors
Pennsylvania
$69K +$69K +1,375 New
TFG
907
Team Financial Group
California
$67.3K +$854 +17 +1%
GJIA
908
Glass Jacobson Investment Advisors
Maryland
$64.3K
AWM
909
Activest Wealth Management
Florida
$60.1K
VL
910
Vima LLC
Michigan
$56.2K +$56.2K +1,118 New
PCM
911
Perritt Capital Management
Illinois
$55.4K +$20.2K +403 +58%
WAS
912
Winch Advisory Services
Wisconsin
$52.2K
BFA
913
BBJS Financial Advisors
Washington
$51.8K +$25.5K +507 +97%
WT
914
Whittier Trust
California
$50.2K
SRCM
915
Signature Resources Capital Management
California
$49.9K +$49.9K +993 New
NS
916
NBC Securities
Alabama
$47K +$47K +940 New
SS
917
Sunbelt Securities
Texas
$45.3K -$561K -11,174 -93%
PCWA
918
Pacific Capital Wealth Advisors
California
$45.2K +$45.2K +900 New
SFA
919
Semmax Financial Advisors
North Carolina
$44.8K
HDIM
920
Hanson & Doremus Investment Management
Vermont
$44K
Bessemer Group
921
Bessemer Group
New Jersey
$40K
CA
922
Clearstead Advisors
Ohio
$40K -$139K -2,766 -78%
TLA
923
Tanglewood Legacy Advisors
Texas
$38.9K
TAM
924
Tucker Asset Management
Colorado
$37K +$15.9K +317 +76%
CW
925
Cooksen Wealth
Texas
$35.8K +$35.8K +712 New