We are live on ! Find out more
JPST icon

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
AWM
926
Activest Wealth Management
Florida
$60.4K
OSAM
927
O'Shaughnessy Asset Management
Connecticut
$58.5K +$58.4K +1,159 +115,900%
WAS
928
Winch Advisory Services
Wisconsin
$52.4K
WT
929
Whittier Trust
California
$50.5K
CBT
930
Central Bank & Trust
Kentucky
$50.5K +$50.4K +1,000 New
SS
931
Sunbelt Securities
Texas
$50.1K +$806 +16 +2%
SRCM
932
Signature Resources Capital Management
California
$49.1K -$1.01K -20 -2%
NS
933
NBC Securities
Alabama
$47K
FGAM
934
Financial Gravity Asset Management
Texas
$46.8K -$111K -2,204 -70%
KFI
935
Key Financial Inc
Pennsylvania
$45.9K -$40.3K -800 -47%
PCWA
936
Pacific Capital Wealth Advisors
California
$45.4K
CAS
937
Coppell Advisory Solutions
Texas
$44.2K +$44.1K +875 New
HDIM
938
Hanson & Doremus Investment Management
Vermont
$44K
IGWM
939
ICA Group Wealth Management
Colorado
$43.6K -$125K -2,490 -74%
LWCFA
940
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.2K
IRC
941
Investors Research Corp
Georgia
$41.8K +$41.7K +828 New
Bessemer Group
942
Bessemer Group
New Jersey
$40K
TLA
943
Tanglewood Legacy Advisors
Texas
$39.1K
PPA
944
Painted Porch Advisors
California
$38.7K +$38.6K +766 New
PCM
945
Perritt Capital Management
Illinois
$36.6K +$504 +10 +1%
GWSG
946
GPS Wealth Strategies Group
Colorado
$36.6K +$252 +5 +0.7%
LWM
947
Liberty Wealth Management
California
$35K +$1.77M +35,127 New
MFG
948
Mendota Financial Group
Wisconsin
$33.7K
TWP
949
Triad Wealth Partners
Kansas
$32.2K +$32.1K +638 New
EWM
950
Evermay Wealth Management
Virginia
$32K -$1.06K -21 -3%