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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
14.65%
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 %
SWA
1001
SOA Wealth Advisors
New York
$102K +$253 +5 +0.2%
WSFS
1002
Wilmington Savings Fund Society
Delaware
$101K -$301K -5,942 -75%
CIBC Private Wealth Group
1003
CIBC Private Wealth Group
Georgia
$98.2K -$55.1K -1,088 -36%
CA
1004
Clearstead Advisors
Ohio
$98K
PFBT
1005
Parkside Financial Bank & Trust
Missouri
$92.3K
KGP
1006
Keystone Global Partners
Colorado
$91.6K -$11.7K -230 -11%
AIC
1007
Archer Investment Corporation
Indiana
$90.8K
LAMC
1008
Longview Asset Management (California)
California
$84K +$1.01K +20 +1%
AG
1009
AmeriFlex Group
Nevada
$82.1K -$3.55K -70 -4%
CIA
1010
Cape Investment Advisory
Georgia
$75.8K -$1.22K -24 -2%
AGWCA
1011
Annis Gardner Whiting Capital Advisors
Florida
$74.8K +$74.8K +1,475 New
OWA
1012
Opal Wealth Advisors
New York
$72.3K +$4.21K +83 +6%
ACA
1013
Aptus Capital Advisors
Alabama
$66K +$355 +7 +0.5%
PSFG
1014
Park Square Financial Group
Georgia
$63.7K +$57.1K +1,127 +867%
HHGA
1015
Halbert Hargrove Global Advisors
California
$63.1K -$287K -5,659 -82%
NB
1016
NBT Bank
New York
$62.1K +$51.2K +1,010 +468%
FNWA
1017
Financial Network Wealth Advisors
Utah
$61.3K -$1.72M -34,011 -97%
SIS
1018
Sound Income Strategies
Florida
$58.9K +$20.9K +412 +55%
FPF
1019
First Pacific Financial
Washington
$54K -$23.5M -462,965 -100%
WTC
1020
WhitTier Trust Company
Nevada
$52.7K -$13.2K -260 -20%
WAS
1021
Winch Advisory Services
Wisconsin
$52.6K
CAM
1022
Clarity Asset Management
Iowa
$51.7K +$51.7K +1,020 New
TFA
1023
Toth Financial Advisory
Virginia
$51.4K +$456 +9 +0.9%
WT
1024
Whittier Trust
California
$50.7K
DJSG
1025
D.J. St. Germain
Massachusetts
$50.5K