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JPMorgan Ultra-Short Income ETF

965 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 316 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.15%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.32%
New
103
Increased
316
Reduced
473
Closed
87
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
176
OneDigital Investment Advisors
Kansas
$11.3M -$21M -417,332 -65%
WCM
177
Wunderlich Capital Managemnt
Tennessee
$11.3M -$2.72M -54,101 -19%
VWM
178
Valley Wealth Managers
New Jersey
$11.2M +$2.78M +55,325 +33%
AWAU
179
Alliance Wealth Advisors (Utah)
Utah
$11.2M -$53.5K -1,066 -0.5%
NF
180
NavPoint Financial
Minnesota
$11.1M +$11.1M +220,839 New
CAAS
181
Capital Asset Advisory Services
Michigan
$11M +$3.31M +65,949 +43%
SCA
182
Scott Capital Advisors
Oregon
$11M -$253K -5,034 -2%
NG
183
Norden Group
Utah
$11M -$3.57M -71,109 -25%
IPW
184
IronBridge Private Wealth
Texas
$10.9M -$625K -12,447 -5%
FBFS
185
First Business Financial Services
Wisconsin
$10.9M +$352K +7,017 +3%
PA
186
Prism Advisors
California
$10.9M -$1.35M -26,836 -11%
SFP
187
Sandbox Financial Partners
Maryland
$10.9M +$49.7K +989 +0.5%
SFS
188
Sowell Financial Services
Arkansas
$10.9M -$2.46M -48,798 -18%
HFRG
189
Houlihan Financial Resource Group
Virginia
$10.8M -$152K -3,028 -1%
VAM
190
Vienna Asset Management
California
$10.5M +$10.5M +208,860 New
HWP
191
Highline Wealth Partners
California
$10.4M -$1.06M -21,040 -9%
LA
192
LexAurum Advisors
Kansas
$10.2M +$237K +4,726 +2%
CA
193
Crewe Advisors
Utah
$10.2M -$206K -4,109 -2%
Citigroup
194
Citigroup
New York
$10.1M -$398K -7,923 -4%
Truist Financial
195
Truist Financial
North Carolina
$10.1M -$8.05M -160,193 -44%
PMG
196
ProVise Management Group
Florida
$10.1M +$22.9K +455 +0.2%
HSG
197
Helen Stephens Group
Texas
$10.1M +$336K +6,693 +3%
KF
198
Krilogy Financial
Missouri
$9.99M +$613K +12,213 +7%
LWA
199
Lowe Wealth Advisors
Maryland
$9.95M -$176K -3,513 -2%
HCA
200
Horan Capital Advisors
Ohio
$9.87M -$316K -6,290 -3%