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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.

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 %
MC
76
McMorgan & Co
California
$26.6M -$26.6M -526,878 -50%
FMP
77
Financial Management Professionals
Texas
$26.6M +$548K +10,853 +2%
MHR
78
Matthew Hamilton Rosenberg
$26.2M +$1.79M +35,567 +7%
HI
79
Harbour Investments
Wisconsin
$26M +$10.1M +199,507 +63%
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$25.9M -$3.21M -63,619 -11%
BB
81
Berkshire Bank
Massachusetts
$25.7M +$8.68M +172,043 +51%
AF
82
Allworth Financial
California
$25.1M -$953K -18,898 -4%
MSA
83
Mason Street Advisors
Wisconsin
$24.9M
SWM
84
Spire Wealth Management
Virginia
$24.9M -$55.7M -1,103,971 -69%
Mariner
85
Mariner
Kansas
$24.7M +$2M +39,633 +9%
AC
86
Avestar Capital
New York
$24.6M -$12M -237,160 -33%
BIAS
87
Beacon Investment Advisory Services
New Jersey
$24.2M +$786K +15,571 +3%
RCM
88
Requisite Capital Management
Texas
$24.1M -$4.36M -86,351 -15%
KAS
89
Kestra Advisory Services
Texas
$23.7M +$1.55M +30,769 +7%
AWS
90
Atria Wealth Solutions
New York
$23.7M +$2.76M +54,734 +13%
GVAG
91
Great Valley Advisor Group
Delaware
$23.5M +$4.44M +88,015 +23%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$23.5M +$7.4M +146,667 +46%
RCM
93
Ridgepath Capital Management
Tennessee
$22.5M +$19.5M +386,261 +656%
CIAS
94
Capital Investment Advisory Services
North Carolina
$22.3M -$25.9M -513,891 -54%
FFG
95
Frisch Financial Group
New York
$22.1M +$21.2M +420,101 +2,324%
PGFC
96
Peapack-Gladstone Financial Corp
New Jersey
$22M +$346K +6,867 +2%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$22M +$1.79M +35,500 +9%
EK
98
Evensky & Katz
Florida
$21.9M +$306K +6,060 +1%
SW
99
SkyOak Wealth
Michigan
$21.6M +$1.33M +26,393 +7%
Franklin Resources
100
Franklin Resources
California
$21.5M -$1.51M -30,024 -7%