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JPMorgan Ultra-Short Income ETF

1,085 hedge funds and large institutions have $22.8B invested in JPMorgan Ultra-Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 519 increasing their positions, 367 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,085
Holders Change
+18
Holders Change %
+1.69%
% of All Funds
14.74%
Holding in Top 10
171
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.25%
% of All Funds
2.32%
New
105
Increased
519
Reduced
367
Closed
62
Calls
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Shares
Change %
HI
126
Hudock Inc
Pennsylvania
$19.9M -$1.36M -26,802 -6%
PWM
127
Palumbo Wealth Management
New York
$19.7M -$1.22M -24,034 -6%
WA
128
Waverly Advisors
Alabama
$19.7M +$77.1K +1,522 +0.4%
MCM
129
Mainstream Capital Management
California
$19.5M -$4.78M -94,441 -20%
AAP
130
Arax Advisory Partners
Colorado
$19.5M +$19.3M +381,547 +8,846%
WWWM
131
White Wing Wealth Management
Texas
$19.5M +$3.02M +59,790 +18%
CCWA
132
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.3M +$1.33M +26,270 +7%
CG
133
Cynosure Group
Utah
$19.3M
JWBC
134
John W. Brooker & Co
California
$18.9M +$3.44M +67,862 +22%
AF
135
Allworth Financial
California
$18.8M -$688K -13,598 -4%
SFA
136
Souders Financial Advisors
Ohio
$18.7M +$1.49M +29,415 +9%
PI
137
Parkside Investments
Illinois
$18.6M +$5.05M +99,683 +37%
DWM
138
Dakota Wealth Management
Florida
$18.2M +$3.34M +65,901 +22%
GKWIM
139
Gerber Kawasaki Wealth & Investment Management
California
$17.8M +$4.26M +84,174 +32%
LPT
140
Legacy Private Trust
Wisconsin
$17.6M +$1.71M +33,787 +11%
SF
141
Strategent Financial
Virginia
$17.4M +$928K +18,334 +6%
PSIWM
142
Paradigm Strategies in Wealth Management
Minnesota
$17.4M +$226K +4,463 +1%
AWM
143
AE Wealth Management
Kansas
$17.3M -$3.11M -61,418 -15%
CAWM
144
Capital Advisors Wealth Management
Washington
$17.1M +$1.38M +27,301 +9%
CWM
145
Cahaba Wealth Management
Georgia
$17M +$775K +15,299 +5%
RA
146
Rockingstone Advisors
Massachusetts
$17M -$1.91M -37,720 -10%
SWP
147
Summit Wealth Partners
Florida
$16.9M -$573K -11,321 -3%
HWP
148
Highline Wealth Partners
California
$16.9M +$1.17M +23,018 +7%
EWM
149
Elevatus Welath Management
New York
$16.9M +$14.5M +286,126 +599%
ACA
150
Ascension Capital Advisors
Texas
$16.7M -$3.35M -66,167 -17%