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JPMorgan Ultra-Short Income ETF

965 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 316 increasing their positions, 473 reducing their positions, and 87 closing their positions.

Holders
965
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.15%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.32%
New
103
Increased
316
Reduced
473
Closed
87
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PI
101
Parkside Investments
Illinois
$20.9M 416,415 -74,945 -15%
AWS
102
Atria Wealth Solutions
New York
$20.8M 414,365 -155,018 -27%
CFG
103
Citizens Financial Group
Rhode Island
$20.7M 411,431 +81,918 +25%
PWG
104
Portside Wealth Group
Utah
$20.6M 409,471 -64,363 -14%
WAM
105
Weatherly Asset Management
California
$20.4M 403,780 +23,665 +6%
IWMWV
106
Ironwood Wealth Management (West Virginia)
West Virginia
$20.4M 404,336 +6,728 +2%
SW
107
SkyOak Wealth
Michigan
$20.2M 402,457 +74,267 +23%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$20.1M 400,783 -488,182 -55%
CG
109
Cynosure Group
Utah
$19.9M 396,903 +115,659 +41%
FA
110
Fountainhead AM
New Jersey
$19.6M 390,646 +97,848 +33%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$19.3M 384,983 -47,468 -11%
GVAG
112
Great Valley Advisor Group
Delaware
$19M 378,258 -185,717 -33%
BTWM
113
Baker Tilly Wealth Management
Wisconsin
$18.6M 369,636 -47,088 -11%
JIP
114
Jaffetilchin Investment Partners
Florida
$18.2M 363,107 +29,661 +9%
CA
115
Cetera Advisors
Colorado
$18M 358,616 -153,568 -30%
VP
116
Verum Partners
North Carolina
$18M 358,183 -3,690 -1%
AFG
117
Albion Financial Group
Utah
$18M 357,389 +13,664 +4%
JFGIW
118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.5M 347,454 +332,462 +2,218%
SC
119
Savant Capital
Illinois
$17.5M 347,461 -50,903 -13%
HighTower Advisors
120
HighTower Advisors
Illinois
$17.2M 341,442 -305,487 -47%
AIA
121
Arbor Investment Advisors
North Carolina
$17M 339,021 +2,106 +0.6%
SWP
122
Summit Wealth Partners
Florida
$17M 338,029 -18,465 -5%
IWP
123
Insight Wealth Partners
Texas
$17M 337,538 +124,688 +59%
BB
124
Berkshire Bank
Massachusetts
$16.9M 337,354 +1,759 +0.5%
IWM
125
IHT Wealth Management
Illinois
$16.8M 335,182 +324,410 +3,012%