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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
AI
951
Arvest Investments
Arkansas
$30.9K -$44.1K -876 -59%
HFA
952
Hershey Financial Advisers
Pennsylvania
$30.4K +$30.4K +603 New
LI
953
LRI Investments
Florida
$30.3K +$30.2K +600 New
WWMSC
954
Wagner Wealth Management (South Carolina)
South Carolina
$29.6K +$29.6K +587 New
EWA
955
EverSource Wealth Advisors
Alabama
$28.6K -$8.51K -169 -23%
FPF
956
First Pacific Financial
Washington
$27.2K -$2.37K -47 -8%
GTAM
957
Global Trust Asset Management
Florida
$26.9K
TSMHT
958
Thurston Springer Miller Herd & Titak
Indiana
$25.2K +$25.2K +500 New
TAM
959
Tucker Asset Management
Colorado
$21.3K +$151 +3 +0.7%
CIA
960
Cape Investment Advisory
Georgia
$20.9K
GIA
961
GHP Investment Advisors
Colorado
$20.7K +$252 +5 +1%
PWA
962
Provenance Wealth Advisors
Florida
$20.1K
HNB
963
Hilltop National Bank
Wyoming
$19.7K
SIS
964
Sound Income Strategies
Florida
$17.1K +$101 +2 +0.6%
PP
965
PrairieView Partners
Minnesota
$16K +$1.96K +39 +14%
CFS
966
CGC Financial Services
Oregon
$15.4K -$7.7K -153 -33%
EAM
967
Eukles Asset Management
Ohio
$14.1K
CJ
968
Caitlin John
Michigan
$10.1K +$10.1K +200 New
CA
969
Centerpoint Advisors
Massachusetts
$9K -$6.6K -131 -44%
JFG
970
JDM Financial Group
Texas
$8.28K
PCM
971
Penserra Capital Management
California
$8K +$252 +5 +3%
MG
972
Mather Group
Illinois
$7.74K +$7.75K +154 New
CJH
973
Christopher J. Hasenberg
Wisconsin
$7.67K
RWM
974
Ruedi Wealth Management
Illinois
$4.3K +$201 +4 +5%
MPWT
975
MassMutual Private Wealth & Trust
Connecticut
$4.24K +$4.23K +84 New