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JPMorgan Ultra-Short Income ETF

987 hedge funds and large institutions have $17.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 397 increasing their positions, 401 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $16.7B → $17.7B (+$1.05B)

4% more funds holding

Funds holding: 952987 (+35)

0.69% less ownership

Funds ownership: 73.8%73.11% (-0.69%)

1% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 401

5% less funds holding in top 10

Funds holding in top 10: 141134 (-7)

Holders
987
Holders Change
+35
Holders Change %
+3.68%
% of All Funds
14.25%
Holding in Top 10
134
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
107
Increased
397
Reduced
401
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Summit Wealth Partners
Florida
$17.8M +$158K +3,140 +0.9%
NA
127
NewEdge Advisors
Louisiana
$17.7M -$941K -18,689 -5%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$17.6M +$2.63M +52,284 +14%
SF
129
Synovus Financial
Georgia
$17.4M -$2.12M -42,019 -11%
CFG
130
Cooper Financial Group
California
$17.1M +$1.5M +29,745 +10%
CFG
131
Citizens Financial Group
Rhode Island
$17M -$1.61M -32,000 -9%
IWC
132
Integrated Wealth Concepts
Massachusetts
$16.7M +$150K +2,987 +0.9%
WA
133
Waverly Advisors
Alabama
$16.7M +$102K +2,034 +0.6%
AC
134
Abbrea Capital
California
$16.5M +$773K +15,343 +5%
RWA
135
Roberts Wealth Advisors
California
$16.5M -$308K -6,111 -2%
CAWM
136
Capital Advisors Wealth Management
Washington
$16.4M +$2.29M +45,481 +16%
WCM
137
Wunderlich Capital Managemnt
Tennessee
$16.3M +$2.04M +40,443 +14%
HWP
138
Highline Wealth Partners
California
$15.8M +$3.83M +76,041 +32%
GFG
139
Goldstone Financial Group
Illinois
$15.6M +$2.35M +46,711 +18%
RIG
140
RiverFront Investment Group
Virginia
$15.6M -$13.2M -262,679 -46%
WWWM
141
White Wing Wealth Management
Texas
$15.5M -$607K -12,063 -4%
CA
142
CoreCap Advisors
Michigan
$15.4M +$14M +277,529 +1,016%
SW
143
SVB Wealth
Massachusetts
$15.4M -$16.9M -336,261 -53%
SWM
144
Schwallier Wealth Management
Michigan
$15.3M +$2.77M +54,977 +22%
FA
145
Fountainhead AM
New Jersey
$15.2M -$2.14M -42,402 -12%
MIS
146
Morningstar Investment Services
Illinois
$15M +$1.29M +25,563 +9%
Comerica Bank
147
Comerica Bank
Texas
$14.7M -$727K -14,434 -5%
JWA
148
JFS Wealth Advisors
Pennsylvania
$14.7M +$2.57M +50,991 +21%
TWM
149
TMD Wealth Management
Arizona
$14.7M +$378K +7,513 +3%
CWM
150
Cahaba Wealth Management
Georgia
$14.6M +$1.09M +21,580 +8%