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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
HF
1001
HRT Financial
New York
-$1.72M -34,054 Closed
PCA
1002
Prosperity Capital Advisors
Ohio
-$1.34M -26,631 Closed
WA
1003
Win Advisors
Florida
-$1.25M -24,862 Closed
LNWWM
1004
Laird Norton Wetherby Wealth Management
California
-$1.13M -22,300 Closed
BSW
1005
Buckingham Strategic Wealth
Missouri
-$875K -17,341 Closed
CCA
1006
Clearwater Capital Advisors
Illinois
-$871K -17,274 Closed
CBFP
1007
Cedar Brook Financial Partners
Ohio
-$830K -16,445 Closed
SPI
1008
Sutton Place Investors
New York
-$714K -14,154 Closed
LAS
1009
Lloyd Advisory Services
Georgia
-$579K -11,472 Closed
CGA
1010
Crescent Grove Advisors
Illinois
-$567K -11,243 Closed
WAOI
1011
Wealth Advisors of Iowa
Iowa
-$560K -11,098 Closed
PCM
1012
Presidio Capital Management
California
-$530K -10,500 Closed
CSIA
1013
Charles Schwab Investment Advisory
California
-$507K -10,042 Closed
BWM
1014
Birchcreek Wealth Management
Ohio
-$476K -9,439 Closed
SWP
1015
Significant Wealth Partners
Illinois
-$435K -8,616 Closed
BAM
1016
BTS Asset Management
Massachusetts
-$357K -7,081 Closed
AWM
1017
Adams Wealth Management
Utah
-$357K -7,072 Closed
TA
1018
TFB Advisors
Kansas
-$319K -6,361 Closed
SFG
1019
Sterling Financial Group
California
-$316K -6,270 Closed
CF
1020
Clarity Financial
Texas
-$299K -5,917 Closed
SWP
1021
Semus Wealth Partners
Florida
-$283K -5,603 Closed
BC
1022
Brio Consultants
California
-$265K -5,260 Closed
AGWCA
1023
Annis Gardner Whiting Capital Advisors
Florida
-$252K -5,000 Closed
BRA
1024
Biechele Royce Advisors
Indiana
-$243K -4,797 Closed
HSWM
1025
Hubbell Strickland Wealth Management
Louisiana
-$237K -4,706 Closed