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JPMorgan Ultra-Short Income ETF

1,085 hedge funds and large institutions have $22.8B invested in JPMorgan Ultra-Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 519 increasing their positions, 367 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,085
Holders Change
+18
Holders Change %
+1.69%
% of All Funds
14.74%
Holding in Top 10
171
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.25%
% of All Funds
2.32%
New
105
Increased
519
Reduced
367
Closed
62
Calls
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Shares
Change %
AP
101
Appleton Partners
Massachusetts
$24.4M -$569K -11,229 -2%
FMP
102
Financial Management Professionals
Texas
$24.3M +$381K +7,525 +2%
EK
103
Evensky & Katz
Florida
$24.1M +$923K +18,234 +4%
BMCM
104
Bryn Mawr Capital Management
Pennsylvania
$24M -$172K -3,393 -0.7%
WAM
105
Weatherly Asset Management
California
$23.9M +$832K +16,425 +4%
CG
106
Clarus Group
Texas
$23.9M -$1.3M -25,668 -5%
FPF
107
First Pacific Financial
Washington
$23.5M +$19.7M +388,312 +513%
DCM
108
Donaldson Capital Management
Indiana
$23.4M +$5.7M +112,485 +32%
PWA
109
Phoenix Wealth Advisors
North Carolina
$23M -$16.4M -323,828 -42%
NW
110
Naviter Wealth
Arkansas
$22.9M +$4.66M +92,131 +26%
HI
111
Harbour Investments
Wisconsin
$22.1M +$2.91M +57,379 +15%
IWMWV
112
Ironwood Wealth Management (West Virginia)
West Virginia
$21.9M -$473K -9,390 -2%
TNB
113
Thomasville National Bank
Georgia
$21.5M -$1.54M -30,364 -7%
CAM
114
Cresset Asset Management
Illinois
$21.4M -$3.8M -75,107 -15%
MWM
115
Mascoma Wealth Management
New Hampshire
$21M +$310K +6,114 +1%
ESL
116
Endurance Services Ltd
New York
$21M
CFG
117
Cooper Financial Group
California
$20.9M -$3.15M -62,207 -13%
CIAS
118
Capital Investment Advisory Services
North Carolina
$20.9M +$1.05M +20,821 +5%
RWA
119
Roberts Wealth Advisors
California
$20.9M -$325K -6,426 -2%
PWG
120
Portside Wealth Group
Utah
$20.6M +$1.01M +19,989 +5%
MC
121
McMorgan & Co
California
$20.4M -$33M -651,028 -62%
HOWA
122
Heritage Oak Wealth Advisors
Florida
$20.2M +$226K +4,459 +1%
AIA
123
Arbor Investment Advisors
North Carolina
$20.2M +$892K +17,625 +5%
IA
124
IFP Advisors
Florida
$20M +$745K +14,710 +4%
IA
125
IMZ Advisory
Florida
$19.9M +$1.16M +22,872 +6%