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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
MGIA
1026
Moneta Group Investment Advisors
Missouri
-$229K -4,543 Closed
BA
1027
Bluesphere Advisors
Pennsylvania
-$227K -4,509 Closed
BBA
1028
Braun-Bostich & Associates
Pennsylvania
-$219K -4,350 Closed
PCS
1029
Personal CFO Solutions
New Jersey
-$217K -4,304 Closed
KIG
1030
Kennedy Investment Group
New Jersey
-$216K -4,276 Closed
PS
1031
Planned Solutions
California
-$203K -4,025 Closed
FAT
1032
First American Trust
California
-$203K -4,022 Closed
CWG
1033
Cornerstone Wealth Group
North Carolina
-$202K -4,000 Closed
DWT
1034
Dorsey & Whitney Trust
South Dakota
-$202K -4,000 Closed
MIM
1035
Macroview Investment Management
Maryland
-$85K -1,685 Closed
VL
1036
Vima LLC
Michigan
-$72.4K -1,438 Closed
MFA
1037
McClarren Financial Advisors
Pennsylvania
-$70K -1,375 Closed
BCM
1038
Barometer Capital Management
Ontario, Canada
-$44.7K -890 Closed
NSIM
1039
North Star Investment Management
Illinois
-$24.2K -479 Closed
LF
1040
LifeSteps Financial
California
-$23.7K -470 Closed
LWANC
1041
Laurel Wealth Advisors (North Carolina)
North Carolina
-$19.8K -392 Closed
MAWCM
1042
Mine & Arao Wealth Creation & Management
California
-$14.8K -294 Closed
S
1043
Sachetta
Massachusetts
-$14.2K -283 Closed
TPCW
1044
TD Private Client Wealth
New York
-$9.69K -192 Closed
ACA
1045
American Capital Advisory
Idaho
-$5.64K -112 Closed
T
1046
Tidemark
California
-$2.32K -46 Closed
C
1047
Covestor
United Kingdom
-$2K -36 Closed
BIM
1048
Breakwater Investment Management
Washington
-$555 -11 Closed