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
HOWA
76
Heritage Oak Wealth Advisors
Florida
$27.6M +$27.5M +546,678 New
MHR
77
Matthew Hamilton Rosenberg
$27.4M +$1.18M +23,519 +5%
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$27.2M +$27.2M +539,300 New
SIA
79
Soltis Investment Advisors
Utah
$27.1M -$1.99M -39,423 -7%
AWS
80
Atria Wealth Solutions
New York
$27M +$3.31M +65,674 +14%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$26.3M -$19.9M -394,799 -43%
CAM
82
Cresset Asset Management
Illinois
$26.2M -$3.01M -59,790 -10%
GVAG
83
Great Valley Advisor Group
Delaware
$26.1M +$2.6M +51,710 +11%
BB
84
Berkshire Bank
Massachusetts
$25.9M +$208K +4,139 +0.8%
Mariner
85
Mariner
Kansas
$25.8M +$1.12M +22,163 +5%
TNBTD
86
Trustmark National Bank Trust Department
Mississippi
$25.2M -$741K -14,711 -3%
AT
87
American Trust
Kentucky
$25M +$22.1M +439,588 +781%
BMCM
88
Bryn Mawr Capital Management
Pennsylvania
$24.5M -$3.09M -61,313 -11%
BIAS
89
Beacon Investment Advisory Services
New Jersey
$24.2M -$61.3K -1,218 -0.3%
VP
90
Verum Partners
North Carolina
$24M +$2.69M +53,508 +13%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$23.7M +$1.7M +33,728 +8%
CIAS
92
Capital Investment Advisory Services
North Carolina
$23.6M +$1.25M +24,732 +6%
SW
93
SkyOak Wealth
Michigan
$23.3M +$1.67M +33,080 +8%
DMBA
94
Deseret Mutual Benefit Administrators
Utah
$23.1M +$16M +317,701 +226%
WSFS
95
Wilmington Savings Fund Society
Delaware
$22.9M -$3.98M -79,013 -15%
EK
96
Evensky & Katz
Florida
$22.8M +$880K +17,467 +4%
AF
97
Allworth Financial
California
$22.8M -$2.28M -45,247 -9%
Franklin Resources
98
Franklin Resources
California
$22.7M +$1.21M +24,063 +6%
NW
99
Naviter Wealth
Arkansas
$22.2M +$12.3M +244,842 +125%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$22M -$1.52M -30,239 -6%