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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 Holding Trade Value Shares
Change
Shares
Change %
WWWM
126
White Wing Wealth Management
Texas
$16.8M +$16.8M +334,069 New
MWA
127
Mills Wealth Advisors
Texas
$16.8M +$1.19M +23,719 +8%
WWA
128
WCG Wealth Advisors
Nevada
$16.4M -$2.72M -54,138 -14%
PA
129
Paragon Advisors
Texas
$16.4M -$6.47M -128,721 -28%
SW
130
StrongBox Wealth
Missouri
$16.4M +$246K +4,892 +2%
PJWM
131
Philip James Wealth Mangement
Georgia
$16M +$16M +318,712 New
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$16M +$535K +10,644 +3%
HI
133
Harbour Investments
Wisconsin
$15.9M +$7.23M +143,888 +83%
Comerica Bank
134
Comerica Bank
Texas
$15.9M -$318K -6,334 -2%
CFG
135
Cooper Financial Group
California
$15.7M +$103K +2,048 +0.7%
GKWIM
136
Gerber Kawasaki Wealth & Investment Management
California
$15.7M -$3.51M -69,841 -18%
DCM
137
Donaldson Capital Management
Indiana
$15.5M +$4.25M +84,572 +38%
SAS
138
Sage Advisory Services
Texas
$15.4M -$1.53M -30,372 -9%
NW
139
Naviter Wealth
Arkansas
$15.4M -$1.08M -21,451 -7%
NW
140
NewEdge Wealth
Pennsylvania
$15.2M -$417K -8,303 -3%
AC
141
Abbrea Capital
California
$15.2M +$448K +8,871 +3%
MA
142
Mutual Advisors
Nebraska
$15.2M +$682K +13,583 +5%
IA
143
IMZ Advisory
Florida
$15.2M +$15.2M +302,079 New
SFA
144
Souders Financial Advisors
Ohio
$15.1M +$469K +9,335 +3%
NA
145
NewEdge Advisors
Louisiana
$15.1M +$4.19M +83,251 +39%
SA
146
Stewardship Advisors
Pennsylvania
$14.9M -$1.43M -28,382 -9%
OC
147
Oarsman Capital
Wisconsin
$14.8M +$9.69M +192,966 +190%
KWM
148
Keating Wealth Management
Colorado
$14.6M +$14.6M +291,229 New
SQA
149
Simon Quick Advisors
New Jersey
$14.6M -$39.5K -787 -0.3%
CI
150
CX Institutional
Indiana
$14.3M -$582K -11,587 -4%