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JPMorgan Ultra-Short Income ETF

950 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 375 increasing their positions, 422 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-15
Holders Change %
-1.55%
% of All Funds
13.77%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.04%
New
72
Increased
375
Reduced
422
Closed
70
Calls
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
901
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.2K +$42.2K +837 New
Bessemer Group
902
Bessemer Group
New Jersey
$40K
TLA
903
Tanglewood Legacy Advisors
Texas
$39.1K
EWA
904
EverSource Wealth Advisors
Alabama
$37K +$27.3K +542 +282%
GWSG
905
GPS Wealth Strategies Group
Colorado
$36.3K +$30.3K +600 +504%
PCM
906
Perritt Capital Management
Illinois
$36.1K -$19.5K -387 -35%
MFG
907
Mendota Financial Group
Wisconsin
$33.7K
EWM
908
Evermay Wealth Management
Virginia
$33K -$340K -6,743 -91%
FPF
909
First Pacific Financial
Washington
$29.5K +$27K +536 +1,094%
GTAM
910
Global Trust Asset Management
Florida
$26.9K
NSIM
911
North Star Investment Management
Illinois
$24.2K
LF
912
LifeSteps Financial
California
$23.7K +$23.7K +470 New
CFS
913
CGC Financial Services
Oregon
$23.1K +$7.87K +156 +52%
TAM
914
Tucker Asset Management
Colorado
$21.1K -$16K -317 -43%
CIA
915
Cape Investment Advisory
Georgia
$20.9K
GIA
916
GHP Investment Advisors
Colorado
$20.4K +$252 +5 +1%
PWA
917
Provenance Wealth Advisors
Florida
$20.1K +$20.1K +399 New
LWANC
918
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.8K -$4.39K -87 -18%
HNB
919
Hilltop National Bank
Wyoming
$19.7K +$19.7K +391 New
AAP
920
Arax Advisory Partners
Colorado
$18K
SIS
921
Sound Income Strategies
Florida
$17K +$51 +1 +0.3%
CA
922
Centerpoint Advisors
Massachusetts
$15K
PP
923
PrairieView Partners
Minnesota
$15K +$15K +279 New
MAWCM
924
Mine & Arao Wealth Creation & Management
California
$14.8K -$14.8K -294 -50%
S
925
Sachetta
Massachusetts
$14.2K