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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
FW
901
Fairway Wealth
Ohio
$126K
HCA
902
Heck Capital Advisors
Wisconsin
$122K +$5.49K +109 +5%
EWP
903
Elevation Wealth Partners
California
$117K
CA
904
Clearstead Advisors
Ohio
$114K +$114K +2,261 New
HPC
905
HM Payson & Co
Maine
$106K -$1.76M -35,000 -94%
AIM
906
Acropolis Investment Management
Missouri
$105K +$403 +8 +0.4%
SWA
907
SOA Wealth Advisors
New York
$105K -$2.97K -59 -3%
CIBC Private Wealth Group
908
CIBC Private Wealth Group
Georgia
$102K
AFWM
909
Abich Financial Wealth Management
Virginia
$101K +$100K +1,994 New
HNB
910
Huntington National Bank
Ohio
$99.3K
MM
911
Main Management
California
$99K
SMA
912
Sage Mountain Advisors
Georgia
$95.4K
PFBT
913
Parkside Financial Bank & Trust
Missouri
$92K +$91.7K +1,822 New
AIC
914
Archer Investment Corporation
Indiana
$91K
AAM
915
Advisors Asset Management
Colorado
$87.6K -$95K -1,887 -52%
CPG
916
Cornerstone Planning Group
New Jersey
$85.9K +$85.4K +1,695 +21,188%
MCM
917
MidAtlantic Capital Management
Virginia
$82.5K -$8.76K -174 -10%
CSC
918
Caldwell Sutter Capital
California
$77.6K +$31.1K +618 +67%
DFA
919
DHJJ Financial Advisors
Illinois
$75.6K
PA
920
PSI Advisors
Florida
$71.2K
EBA
921
Eagle Bay Advisors
New York
$70K
LIA
922
Lynx Investment Advisory
District of Columbia
$69.3K +$69.1K +1,373 New
WTC
923
WhitTier Trust Company
Nevada
$65.6K -$20.1K -400 -24%
GJIA
924
Glass Jacobson Investment Advisors
Maryland
$64.6K
SNB
925
Security National Bank
Nebraska
$64.1K -$403K -8,000 -86%