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JPMorgan Ultra-Short Income ETF

1,092 hedge funds and large institutions have $22.2B invested in JPMorgan Ultra-Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 514 increasing their positions, 391 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+7
Holders Change %
+0.65%
% of All Funds
14.64%
Holding in Top 10
157
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.19%
% of All Funds
2.11%
New
104
Increased
514
Reduced
391
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
76
Matthew Hamilton Rosenberg
$30.7M -$2.71M -53,404 -8%
FFG
77
Frisch Financial Group
New York
$30.6M +$15.6M +307,160 +103%
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$29.7M +$1.4M +27,669 +5%
DAS
79
Dynamic Advisor Solutions
Arizona
$29.6M +$2.45M +48,285 +9%
AF
80
Advisornet Financial
Minnesota
$29.6M +$3.21M +63,368 +12%
KAS
81
Kestra Advisory Services
Texas
$29.5M +$4.28M +84,353 +17%
LA
82
LexAurum Advisors
Kansas
$28.9M +$13.3M +263,166 +86%
BB
83
Berkshire Bank
Massachusetts
$28.7M +$878K +17,332 +3%
CAAS
84
Capital Asset Advisory Services
Michigan
$28.2M +$1.33M +26,313 +5%
SW
85
StrongBox Wealth
Missouri
$28.1M +$1.33M +26,303 +5%
GVAG
86
Great Valley Advisor Group
Delaware
$28M -$38.1M -752,353 -58%
SCM
87
Sollinda Capital Management
Florida
$27.7M +$828K +16,343 +3%
CAM
88
Cobblestone Asset Management
Virginia
$27.7M +$23.5M +464,351 +569%
IWC
89
Integrated Wealth Concepts
Massachusetts
$27.5M -$281K -5,548 -1%
GKWIM
90
Gerber Kawasaki Wealth & Investment Management
California
$27.4M +$9.58M +189,001 +54%
DF
91
Donoghue Forlines
Massachusetts
$27M +$27M +533,117 New
BIAS
92
Beacon Investment Advisory Services
New Jersey
$26.2M +$755K +14,897 +3%
AT
93
American Trust
Kentucky
$26.2M +$22.9M +452,484 +697%
ETC
94
Exchange Traded Concepts
Oklahoma
$26.2M -$62.1M -1,224,395 -70%
FHA
95
Flagship Harbor Advisors
Massachusetts
$26.2M +$386K +7,613 +1%
SW
96
SkyOak Wealth
Michigan
$25.2M -$1.21M -23,781 -5%
MCAI
97
Members Capital Advisors Inc
Wisconsin
$25.1M -$25.3M -500,000 -50%
WA
98
Waverly Advisors
Alabama
$25M +$5.29M +104,473 +27%
MCM
99
MAI Capital Management
Ohio
$25M +$20.9M +412,148 +509%
BMCM
100
Bryn Mawr Capital Management
Pennsylvania
$24.9M +$971K +19,157 +4%