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JPMorgan Ultra-Short Income ETF

471 hedge funds and large institutions have $5.37B invested in JPMorgan Ultra-Short Income ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 217 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+9
Holders Change %
+1.95%
% of All Funds
10.4%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
2.03%
New
78
Increased
154
Reduced
217
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
151
V Wealth Advisors
Kansas
$4.47M +$1.18M +23,846 +36%
WCM
152
Windsor Capital Management
Arizona
$4.43M +$144K +2,907 +3%
WSTAM
153
Wilbanks Smith & Thomas Asset Management
Virginia
$4.37M -$11M -220,561 -71%
HB
154
Homrich & Berg
Georgia
$4.37M -$16.2M -325,310 -79%
CCG
155
Chatham Capital Group
Georgia
$4.33M +$1.28M +25,730 +42%
SW
156
StrongBox Wealth
Missouri
$4.14M +$4.14M +83,292 New
PCIA
157
Prime Capital Investment Advisors
Kansas
$4.12M -$394K -7,930 -9%
GCP
158
Gill Capital Partners
Colorado
$3.96M +$3.96M +79,687 New
PA
159
Paragon Advisors
Texas
$3.93M -$9.26M -186,353 -70%
HIC
160
Holderness Investments Company
North Carolina
$3.93M -$92.9K -1,870 -2%
LW
161
Linscomb Wealth
Texas
$3.9M -$161K -3,243 -4%
SFI
162
SPC Financial Inc
Maryland
$3.81M +$3.81M +76,712 New
JFA
163
Johanson Financial Advisors
California
$3.8M -$174M -3,502,485 -98%
PFS
164
Prospera Financial Services
Texas
$3.8M -$357K -7,191 -9%
GCA
165
Gradient Capital Advisors
California
$3.79M +$435K +8,751 +13%
GVAG
166
Great Valley Advisor Group
Delaware
$3.62M +$2.66M +53,470 +275%
SDWIA
167
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.6M -$229K -4,600 -6%
AMM
168
American Money Management
California
$3.49M +$2.27M +45,752 +187%
OWA
169
Outlook Wealth Advisors
Texas
$3.39M +$3.39M +68,337 New
CA
170
Continuum Advisory
Idaho
$3.32M -$1.25M -25,186 -27%
BBA
171
BLB&B Advisors
Pennsylvania
$3.31M +$467K +9,410 +16%
FSG
172
Financial Strategies Group
Michigan
$3.29M +$781K +15,721 +31%
FNT
173
First National Trust
Pennsylvania
$3.27M -$5.33M -107,276 -62%
GI
174
Glovista Investments
New Jersey
$3.23M -$23.9M -480,589 -88%
EH
175
Equitable Holdings
New York
$3.21M +$541K +10,903 +20%