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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 %
HBT
926
Hills Bank & Trust
Iowa
$220K +$220K +4,368 New
DWM
927
Drive Wealth Management
Utah
$220K -$133K -2,623 -38%
LWL
928
Leo Wealth LLC
Texas
$219K -$25.9K -515 -11%
HIS
929
Harvest Investment Services
Illinois
$219K -$23.6K -469 -10%
AAP
930
Arax Advisory Partners
Colorado
$217K -$17.2K -342 -7%
JAG
931
Journey Advisory Group
Kentucky
$215K
SFC
932
SYM Financial Corp
Indiana
$215K -$9.17K -182 -4%
LAS
933
Lloyd Advisory Services
Georgia
$213K +$213K +4,231 New
PGF
934
Plan Group Financial
Oklahoma
$212K +$50 +1 +0%
KA
935
Kovack Advisors
Florida
$211K +$211K +4,195 New
OHWA
936
Oak Hill Wealth Advisors
Virginia
$211K +$211K +4,183 New
KCM
937
Kathmere Capital Management
Pennsylvania
$211K -$63.7K -1,265 -23%
FOA
938
Five Oceans Advisors
California
$210K +$1.36K +27 +0.7%
PA
939
Planning Alternatives
Michigan
$209K
KIA
940
Kraematon Investment Advisors
Massachusetts
$207K +$655 +13 +0.3%
SB
941
Sunflower Bank
Texas
$207K -$182K -3,610 -47%
BSSFA
942
Baron Silver Stevens Financial Advisors
Florida
$204K -$3.02K -60 -1%
FRA
943
Front Row Advisors
California
$202K
FA
944
Financial Alternatives
California
$201K
AWM
945
Angeles Wealth Management
California
$201K
MWA
946
Muirfield Wealth Advisors
North Carolina
$200K -$22.9K -455 -10%
CMS
947
Capital Market Strategies
Florida
$200K +$200K +3,971 New
FHA
948
First Horizon Advisors
Tennessee
$195K +$15.1K +300 +8%
IHWM
949
Iron Horse Wealth Management
Iowa
$195K +$39.4K +783 +25%
BC
950
Barrett & Company
Rhode Island
$185K