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JPMorgan Ultra-Short Income ETF

912 hedge funds and large institutions have $18B invested in JPMorgan Ultra-Short Income ETF in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 367 increasing their positions, 376 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-16
Holders Change %
-1.72%
% of All Funds
14.6%
Holding in Top 10
176
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.37%
% of All Funds
2.82%
New
96
Increased
367
Reduced
376
Closed
88
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPT
151
Legacy Private Trust
Wisconsin
$15M -$1.58M -31,400 -10%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$14.8M +$11.9M +237,443 +417%
SFG
153
StrategIQ Financial Group
Indiana
$14.7M +$2.07M +41,077 +16%
SW
154
StrongBox Wealth
Missouri
$14.6M +$116K +2,315 +0.8%
EH
155
Equitable Holdings
New York
$14.3M +$2.62M +52,120 +23%
SLWA
156
San Luis Wealth Advisors
California
$14.3M +$8.62M +171,247 +153%
AWM
157
Axxcess Wealth Management
California
$14.2M -$29.2M -580,785 -67%
RA
158
Rockingstone Advisors
Massachusetts
$14M +$9.35M +185,869 +199%
SFA
159
Souders Financial Advisors
Ohio
$13.9M +$4.13M +82,010 +42%
SCM
160
Stonehearth Capital Management
Massachusetts
$13.9M -$9.81M -195,041 -41%
SW
161
SkyOak Wealth
Michigan
$13.8M +$1.64M +32,610 +14%
FIBT
162
First International Bank & Trust
North Dakota
$13.8M +$407K +8,090 +3%
FNT
163
First National Trust
Pennsylvania
$13.6M -$1.83M -36,275 -12%
IA
164
IFP Advisors
Florida
$13.4M -$15.3M -306,128 -53%
MAC
165
Mason & Associates (California)
California
$13.4M -$1.62M -32,123 -11%
FAIM
166
Financial Advocates Investment Management
Washington
$13.4M +$1.68M +33,462 +14%
FPIS
167
Financial Planning & Information Services
Wisconsin
$13.3M +$9.05M +179,928 +211%
LC
168
Legacy CG
Texas
$13.3M +$601K +11,949 +5%
PWM
169
PRW Wealth Management
Massachusetts
$13.3M -$4.83M -95,871 -27%
RCG
170
Rock Creek Group
District of Columbia
$13.1M +$12.1M +239,606 +1,202%
MOS
171
MGO One Seven
Ohio
$13.1M +$3.27M +64,996 +33%
SFS
172
Sowell Financial Services
Arkansas
$13.1M -$53.4M -1,060,482 -80%
IWN
173
Independent Wealth Network
Iowa
$13M +$550K +10,923 +4%
VP
174
Verum Partners
North Carolina
$13M +$9.45M +187,709 +265%
CAWM
175
Capital Advisors Wealth Management
Washington
$12.9M +$5.58M +110,872 +76%