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JPMorgan Ultra-Short Income ETF

912 hedge funds and large institutions have $18B invested in JPMorgan Ultra-Short Income ETF in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 367 increasing their positions, 376 reducing their positions, and 88 closing their positions.

Holders
912
Holders Change
-16
Holders Change %
-1.72%
% of All Funds
14.6%
Holding in Top 10
176
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.37%
% of All Funds
2.82%
New
96
Increased
367
Reduced
376
Closed
88
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
126
Great Valley Advisor Group
Delaware
$18.8M +$11.9M +236,700 +173%
NW
127
NewEdge Wealth
Pennsylvania
$18.8M +$2.8M +55,690 +18%
WAM
128
Weatherly Asset Management
California
$18.7M +$162K +3,220 +0.9%
GKWIM
129
Gerber Kawasaki Wealth & Investment Management
California
$18.7M +$3.73M +74,055 +25%
SFA
130
Sequoia Financial Advisors
Ohio
$18.6M -$1.76M -34,959 -9%
SC
131
Scotia Capital
Ontario, Canada
$18.2M -$1.31M -25,942 -7%
BTWM
132
Baker Tilly Wealth Management
Wisconsin
$18.2M +$8.04M +159,860 +79%
TNB
133
Thomasville National Bank
Georgia
$18.1M +$2.3M +45,631 +14%
Millennium Management
134
Millennium Management
New York
$18.1M +$7.84M +155,766 +76%
TCM
135
Triumph Capital Management
Colorado
$17.8M +$11.4M +225,756 +177%
AFG
136
Albion Financial Group
Utah
$17.7M -$263K -5,218 -1%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$17.5M -$16M -317,223 -48%
FHA
138
Flagship Harbor Advisors
Massachusetts
$17.4M +$6.08M +120,729 +54%
BB
139
Berkshire Bank
Massachusetts
$17.2M -$855 -17 -0%
RHP
140
Royal Harbor Partners
Texas
$17.1M +$12.3M +243,547 +254%
RWA
141
Roberts Wealth Advisors
California
$17M -$174K -3,458 -1%
JIP
142
Jaffetilchin Investment Partners
Florida
$16.6M +$4.79M +95,198 +41%
MWA
143
Mills Wealth Advisors
Texas
$16.6M +$3.89M +77,252 +31%
WWA
144
WCG Wealth Advisors
Nevada
$16.4M +$985K +19,583 +6%
AWM
145
Aprio Wealth Management
Georgia
$16.3M +$15.4M +306,745 +1,730%
AIA
146
Arbor Investment Advisors
North Carolina
$16.1M +$27.5K +546 +0.2%
VIA
147
Vickerman Investment Advisors
Washington
$15.5M -$698K -13,876 -4%
FIA
148
Foundations Investment Advisors
Arizona
$15.5M +$752K +14,953 +5%
PCA
149
Pallas Capital Advisors
Massachusetts
$15.3M -$4.06M -80,756 -21%
FA
150
Fountainhead AM
New Jersey
$15.1M +$4.31M +85,732 +40%