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JPMorgan Ultra-Short Income ETF

1,092 hedge funds and large institutions have $22.2B invested in JPMorgan Ultra-Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 514 increasing their positions, 391 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+7
Holders Change %
+0.65%
% of All Funds
14.64%
Holding in Top 10
157
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.19%
% of All Funds
2.11%
New
104
Increased
514
Reduced
391
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
101
Soltis Investment Advisors
Utah
$24.7M -$337K -6,647 -1%
EK
102
Evensky & Katz
Florida
$24.6M +$471K +9,286 +2%
FF
103
Fluent Financial
Texas
$24.6M -$12.3M -242,684 -33%
WAM
104
Weatherly Asset Management
California
$24.4M +$456K +9,002 +2%
WWM
105
WJ Wealth Management
Arizona
$24.2M -$945K -18,646 -4%
HI
106
Harbour Investments
Wisconsin
$24M +$1.86M +36,606 +8%
CG
107
Clarus Group
Texas
$23.5M -$451K -8,891 -2%
PWA
108
Phoenix Wealth Advisors
North Carolina
$23.4M +$365K +7,199 +2%
AP
109
Appleton Partners
Massachusetts
$23.3M -$1.1M -21,703 -5%
CFS
110
Compass Financial Services
Iowa
$23.2M -$4.2M -82,936 -15%
RWA
111
Roberts Wealth Advisors
California
$23M +$2.1M +41,388 +10%
HWP
112
Highline Wealth Partners
California
$22.5M +$5.6M +110,455 +33%
HOWA
113
Heritage Oak Wealth Advisors
Florida
$22.1M +$1.86M +36,607 +9%
IWMWV
114
Ironwood Wealth Management (West Virginia)
West Virginia
$22M +$55.3K +1,095 +0.3%
MCM
115
Mainstream Capital Management
California
$22M +$2.43M +47,940 +12%
CAM
116
Cresset Asset Management
Illinois
$21.9M +$541K +10,672 +3%
CIAS
117
Capital Investment Advisory Services
North Carolina
$21.6M +$677K +13,356 +3%
DWM
118
Dakota Wealth Management
Florida
$21.5M +$3.21M +63,388 +18%
CAWM
119
Capital Advisors Wealth Management
Washington
$21.3M +$4.22M +83,195 +25%
ESL
120
Endurance Services Ltd
New York
$21M
MWM
121
Mascoma Wealth Management
New Hampshire
$21M -$60.4K -1,192 -0.3%
TNB
122
Thomasville National Bank
Georgia
$20.8M -$706K -13,930 -3%
AIA
123
Arbor Investment Advisors
North Carolina
$20.7M +$567K +11,178 +3%
IA
124
IFP Advisors
Florida
$20.6M +$605K +11,946 +3%
CFG
125
Cooper Financial Group
California
$20.4M -$572K -11,293 -3%