JPST icon

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 %
RFWA
151
RPg Family Wealth Advisory
Massachusetts
$16.4M +$644K +12,719 +4%
VP
152
Verum Partners
North Carolina
$16.2M +$717K +14,169 +5%
LL
153
LPWM LLC
Minnesota
$16.1M +$6.82M +134,762 +73%
AAS
154
Ameritas Advisory Services
Nebraska
$16M +$498K +9,831 +3%
PCIA
155
Prime Capital Investment Advisors
Kansas
$15.9M +$5.02M +99,147 +46%
CWM
156
Congress Wealth Management
Massachusetts
$15.8M +$14.7M +289,620 +1,259%
MWC
157
MBM Wealth Consultants
Missouri
$15.8M +$984K +19,437 +7%
RWP
158
Ridgeline Wealth Planning
Ohio
$15.7M +$258K +5,105 +2%
SHGA
159
Sand Hill Global Advisors
California
$15.7M +$3.97M +78,480 +34%
LA
160
LexAurum Advisors
Kansas
$15.5M +$6.05M +119,453 +64%
RCM
161
Requisite Capital Management
Texas
$15.4M +$338K +6,673 +2%
AWAU
162
Alliance Wealth Advisors (Utah)
Utah
$15.2M +$1.27M +25,144 +9%
RA
163
Ruggaard & Associates
Ohio
$15.2M +$253K +5,001 +2%
FAM
164
Flaharty Asset Management
Florida
$15.1M +$1.27M +25,170 +9%
FFG
165
Frisch Financial Group
New York
$15.1M -$2.28M -45,043 -13%
RCM
166
Ridgepath Capital Management
Tennessee
$14.9M -$2.91M -57,426 -16%
SF
167
Synovus Financial
Georgia
$14.8M -$1.05M -20,833 -7%
JWA
168
JFS Wealth Advisors
Pennsylvania
$14.7M +$1.08M +21,396 +8%
CFG
169
Citizens Financial Group
Rhode Island
$14.7M -$112K -2,218 -0.8%
SC
170
Scotia Capital
Ontario, Canada
$14.6M +$5.49M +108,342 +60%
HA
171
Helium Advisors
Washington
$14.4M +$2.6M +51,271 +22%
RW
172
REDW Wealth
New Mexico
$14.1M +$8.05K +159 +0.1%
SQA
173
Simon Quick Advisors
New Jersey
$14M -$137K -2,711 -1%
PA
174
Prism Advisors
California
$14M -$21.2K -418 -0.2%
DADC
175
D.A. Davidson & Co
Montana
$13.9M +$1.84M +36,311 +15%