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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
RA
151
Ruggaard & Associates
Ohio
$14.5M +$255K +5,073 +2%
SFA
152
Souders Financial Advisors
Ohio
$14.4M +$448K +8,894 +3%
SC
153
Saiph Capital
New Jersey
$14.3M +$112K +2,220 +0.8%
SQA
154
Simon Quick Advisors
New Jersey
$14M -$3.73K -74 -0%
RW
155
REDW Wealth
New Mexico
$14M +$5.1M +101,292 +57%
MFP
156
Meridian Financial Partners
Virginia
$13.9M +$131K +2,611 +1%
DAS
157
Dynamic Advisor Solutions
Arizona
$13.8M -$163K -3,235 -1%
HI
158
Hudock Inc
Pennsylvania
$13.6M +$13.6M +269,793 New
HighTower Advisors
159
HighTower Advisors
Illinois
$13.6M -$2.57M -50,940 -16%
REMPR
160
Roof Eidam Maycock Peralta (REMP)
California
$13.6M +$464K +9,216 +4%
RFWA
161
RPg Family Wealth Advisory
Massachusetts
$13.5M +$55.2K +1,096 +0.4%
AF
162
Advisornet Financial
Minnesota
$13.5M +$3.57M +70,854 +36%
WWA
163
WCG Wealth Advisors
Nevada
$13.4M -$2.32M -45,981 -15%
AWAU
164
Alliance Wealth Advisors (Utah)
Utah
$13.1M +$348K +6,902 +3%
KL
165
KWMG LLC
Kansas
$13.1M +$824K +16,369 +7%
MWA
166
Mills Wealth Advisors
Texas
$12.9M -$2.94M -58,429 -19%
PA
167
Prism Advisors
California
$12.9M +$413K +8,194 +3%
GKWIM
168
Gerber Kawasaki Wealth & Investment Management
California
$12.5M -$394K -7,819 -3%
Jane Street
169
Jane Street
New York
$12.5M +$12.5M +248,439 New
HFS
170
Heritage Financial Services
Massachusetts
$12.5M +$400K +7,946 +3%
I
171
INVST
Indiana
$12.3M -$1.9M -37,797 -13%
PJWM
172
Philip James Wealth Mangement
Georgia
$12.1M -$3.74M -74,268 -24%
VWM
173
Valley Wealth Managers
New Jersey
$12M +$492K +9,774 +4%
SC
174
Savant Capital
Illinois
$12M -$4.18M -83,014 -26%
Truist Financial
175
Truist Financial
North Carolina
$12M -$242K -4,806 -2%