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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
JWBC
176
John W. Brooker & Co
California
$11.9M -$552K -10,963 -4%
IPW
177
IronBridge Private Wealth
Texas
$11.9M +$610K +12,105 +5%
MA
178
Mutual Advisors
Nebraska
$11.8M -$2.6M -51,714 -18%
DWM
179
Dakota Wealth Management
Florida
$11.6M +$292K +5,801 +3%
OC
180
Oarsman Capital
Wisconsin
$11.6M -$6.61M -131,192 -36%
HSG
181
Helen Stephens Group
Texas
$11.4M +$891K +17,685 +8%
FBFS
182
First Business Financial Services
Wisconsin
$11.4M +$42K +835 +0.4%
FSA
183
Financial Security Advisor
Virginia
$11.3M +$2.89M +57,358 +34%
SWP
184
Stratos Wealth Partners
Ohio
$11.3M +$413K +8,197 +4%
CAM
185
Cobblestone Asset Management
Virginia
$11.1M +$5.37M +106,556 +94%
DCM
186
Donaldson Capital Management
Indiana
$11.1M -$7.95M -157,922 -42%
LA
187
LexAurum Advisors
Kansas
$11M +$899K +17,856 +9%
SCM
188
SOL Capital Management
Maryland
$11M +$2.29M +45,384 +26%
MSA
189
Mason Street Advisors
Wisconsin
$10.9M -$13.9M -276,600 -56%
HFRG
190
Houlihan Financial Resource Group
Virginia
$10.9M -$87.7K -1,741 -0.8%
Corient Private Wealth
191
Corient Private Wealth
Florida
$10.9M -$976K -19,377 -8%
MWC
192
MBM Wealth Consultants
Missouri
$10.8M -$1.08M -21,353 -9%
SC
193
Scotia Capital
Ontario, Canada
$10.6M +$4.4M +87,306 +72%
IWM
194
IHT Wealth Management
Illinois
$10.6M +$4.59M +91,203 +77%
NG
195
Norden Group
Utah
$10.5M -$2.26M -44,852 -18%
SCA
196
Scott Capital Advisors
Oregon
$10.3M -$998K -19,816 -9%
EFS
197
Essex Financial Services
Connecticut
$10.3M +$342K +6,801 +3%
LHC
198
Little House Capital
Massachusetts
$10.3M -$54.8K -1,089 -0.5%
LWA
199
Lowe Wealth Advisors
Maryland
$10.2M +$122K +2,430 +1%
CCG
200
Chatham Capital Group
Georgia
$10.1M +$576K +11,432 +6%