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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
OA
976
Operose Advisors
Wisconsin
$3.08K
BAM
977
Bellevue Asset Management
Washington
$1.74K
RS
978
Rakuten Securities
Japan
$1.51K +$1.46K +29 +2,900%
BWP
979
Baldwin Wealth Partners
Massachusetts
$1.46K +$1.46K +29 New
CAM
980
Clarity Asset Management
Iowa
$1.34K +$50 +1 +4%
TC
981
Trust Company
Kansas
$1.28K
KFS
982
Kelly Financial Services
Massachusetts
$1.04K -$847K -16,813 -100%
GLR
983
Great Lakes Retirement
Ohio
$978 +$957 +19 New
RIL
984
Rothschild Investment LLC
Illinois
$908
ACM
985
Anfield Capital Management
California
$808 -$126K -2,500 -99%
FHC
986
First Heartland Consultants
Missouri
$708 +$180K +3,567 +34%
OIA
987
Optimum Investment Advisors
Illinois
$555
BWL
988
Bogart Wealth LLC
Virginia
$454
BFA
989
BBJS Financial Advisors
Washington
$36
NMG
990
New Millennium Group
Utah
$31 +$50 +1 New
AWM
991
Abound Wealth Management
Tennessee
$27 +$50 +1 New
LNC
992
Lincoln National Corp
Pennsylvania
-$36.3M -719,901 Closed
MWM
993
Magnolia Wealth Management
Alabama
-$18.2M -361,633 Closed
EFS
994
Econ Financial Services
Pennsylvania
-$8.67M -171,869 Closed
ACA
995
Aspire Capital Advisors
Washington
-$4.61M -91,414 Closed
FF
996
Friedenthal Financial
New Jersey
-$4.35M -86,250 Closed
Wellington Management Group
997
Wellington Management Group
Massachusetts
-$3.22M -63,825 Closed
WWS
998
Wellington Wealth Strategies
Indiana
-$2.88M -57,172 Closed
Neuberger Berman Group
999
Neuberger Berman Group
New York
-$2.56M -50,688 Closed
H
1000
HoyleCohen
California
-$1.74M -34,460 Closed