JPST icon

JPMorgan Ultra-Short Income ETF

950 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 375 increasing their positions, 422 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-15
Holders Change %
-1.55%
% of All Funds
13.77%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.04%
New
72
Increased
375
Reduced
422
Closed
70
Calls
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Shares
Change %
FA
126
Fountainhead AM
New Jersey
$17.4M -$2.36M -46,682 -12%
CAAS
127
Capital Asset Advisory Services
Michigan
$17.1M +$6.09M +121,025 +55%
RWA
128
Roberts Wealth Advisors
California
$16.8M -$121K -2,401 -0.7%
WA
129
Waverly Advisors
Alabama
$16.6M +$16.6M +328,566 New
IWC
130
Integrated Wealth Concepts
Massachusetts
$16.6M +$4.27M +84,598 +35%
SC
131
Savant Capital
Illinois
$16.2M -$1.33M -26,340 -8%
HighTower Advisors
132
HighTower Advisors
Illinois
$16.1M -$1.08M -21,415 -6%
WWWM
133
White Wing Wealth Management
Texas
$16M -$741K -14,758 -4%
PJWM
134
Philip James Wealth Mangement
Georgia
$15.9M -$200K -3,969 -1%
MWA
135
Mills Wealth Advisors
Texas
$15.9M -$975K -19,330 -6%
WWA
136
WCG Wealth Advisors
Nevada
$15.8M -$703K -13,938 -4%
AC
137
Abbrea Capital
California
$15.8M +$532K +10,536 +3%
CW
138
Connectus Wealth
Ohio
$15.6M -$42.9M -850,654 -73%
CFG
139
Cooper Financial Group
California
$15.5M -$271K -5,366 -2%
Comerica Bank
140
Comerica Bank
Texas
$15.4M -$515K -10,203 -3%
IA
141
IFP Advisors
Florida
$14.5M +$6.45M +127,884 +80%
MA
142
Mutual Advisors
Nebraska
$14.4M -$876K -17,363 -6%
TWM
143
TMD Wealth Management
Arizona
$14.3M +$705K +13,984 +5%
WCM
144
Wunderlich Capital Managemnt
Tennessee
$14.2M +$2.83M +56,107 +25%
RA
145
Ruggaard & Associates
Ohio
$14.2M +$541K +10,729 +4%
SC
146
Saiph Capital
New Jersey
$14.2M +$370K +7,326 +3%
I
147
INVST
Indiana
$14.2M +$926K +18,436 +7%
CAWM
148
Capital Advisors Wealth Management
Washington
$14.1M +$994K +19,710 +8%
SLWA
149
San Luis Wealth Advisors
California
$14M -$8.19M -162,273 -37%
SQA
150
Simon Quick Advisors
New Jersey
$14M -$653K -12,949 -4%