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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
AC
101
Avestar Capital
New York
$21.9M -$2.66M -52,831 -11%
HI
102
Harbour Investments
Wisconsin
$21.8M -$4.22M -83,831 -16%
CG
103
Clarus Group
Texas
$21.6M +$21.5M +427,128 New
WAM
104
Weatherly Asset Management
California
$21.4M +$311K +6,176 +1%
TNB
105
Thomasville National Bank
Georgia
$21.2M +$492K +9,768 +2%
CAAS
106
Capital Asset Advisory Services
Michigan
$21.2M +$4.09M +81,266 +24%
IWMWV
107
Ironwood Wealth Management (West Virginia)
West Virginia
$21.2M +$398K +7,907 +2%
SW
108
StrongBox Wealth
Missouri
$21M +$2.65M +52,637 +14%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$20.7M -$1.35M -26,865 -6%
PWG
110
Portside Wealth Group
Utah
$20.2M +$49.5K +983 +0.2%
MWM
111
Mascoma Wealth Management
New Hampshire
$20M +$495K +9,831 +3%
Citadel Advisors
112
Citadel Advisors
Florida
$20M -$9.31M -184,812 -32%
IA
113
IFP Advisors
Florida
$19.9M +$5.42M +107,654 +37%
Focus Partners Wealth
114
Focus Partners Wealth
Massachusetts
$19.9M +$19.8M +393,490 New
SLWA
115
San Luis Wealth Advisors
California
$19.6M +$5.51M +109,441 +39%
CG
116
Cynosure Group
Utah
$19.6M -$1M -19,863 -5%
RCM
117
Requisite Capital Management
Texas
$19.3M -$4.81M -95,516 -20%
MAM
118
McCarthy Asset Management
California
$19.1M -$12.4M -246,134 -39%
PI
119
Parkside Investments
Illinois
$18.7M -$14.7M -292,900 -44%
FHA
120
Flagship Harbor Advisors
Massachusetts
$18.7M -$15.6M -310,120 -46%
RCM
121
Ridgepath Capital Management
Tennessee
$18.5M -$3.92M -77,913 -18%
AIA
122
Arbor Investment Advisors
North Carolina
$18.3M +$376K +7,474 +2%
AFG
123
Albion Financial Group
Utah
$18.1M +$293K +5,828 +2%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.1M -$3.08M -61,132 -15%
IA
125
IMZ Advisory
Florida
$18M +$518K +10,292 +3%