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JPMorgan Ultra-Short Income ETF

471 hedge funds and large institutions have $5.37B invested in JPMorgan Ultra-Short Income ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 217 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+9
Holders Change %
+1.95%
% of All Funds
10.4%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
2.03%
New
78
Increased
154
Reduced
217
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
201
Greenwich Wealth Management
Connecticut
$2.64M +$286K +5,749 +12%
NL
202
NVWM LLC
Pennsylvania
$2.59M +$2.07M +41,777 +405%
BFA
203
Beacon Financial Advisory
Ohio
$2.58M +$127K +2,555 +5%
RBC
204
Roble Belko & Company
Pennsylvania
$2.56M +$408K +8,219 +19%
AI
205
Atria Investments
North Carolina
$2.54M -$1.35M -27,150 -35%
OPA
206
Old Port Advisors
Maine
$2.54M +$1.37M +27,575 +117%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$2.53M +$2.45M +49,294 +2,962%
BI
208
Bramshill Investments
Florida
$2.53M +$2.53M +50,859 New
AF
209
Advisornet Financial
Minnesota
$2.45M -$1.24M -24,888 -34%
MC
210
Moors & Cabot
Massachusetts
$2.45M -$347K -7,010 -12%
UWM
211
USAdvisors Wealth Management
Minnesota
$2.45M -$303K -6,108 -11%
ECM
212
Evergreen Capital Management
Washington
$2.44M -$2.44M -49,032 -50%
GSWM
213
Golden State Wealth Management
California
$2.41M -$2.23M -44,881 -48%
RFWA
214
RPg Family Wealth Advisory
Massachusetts
$2.37M +$2.12M +42,764 +880%
KCM
215
Kendall Capital Management
Maryland
$2.35M +$27.2K +548 +1%
VCP
216
Verus Capital Partners
Arizona
$2.33M +$814K +16,386 +54%
NC
217
NovaPoint Capital
Georgia
$2.28M +$693K +13,944 +44%
HIM
218
Hotaling Investment Management
Pennsylvania
$2.27M -$188K -3,787 -8%
JPMorgan Chase & Co
219
JPMorgan Chase & Co
New York
$2.23M -$2.11M -42,563 -49%
WC
220
Waterloo Capital
Texas
$2.23M +$2.23M +44,851 New
KF
221
Krilogy Financial
Missouri
$2.22M -$2.21M -44,563 -50%
AAS
222
Avantax Advisory Services
Texas
$2.21M +$840K +16,937 +61%
FA
223
FCG Advisors
New Jersey
$2.19M -$103K -2,080 -4%
PA
224
Perennial Advisors
New York
$2.16M +$303K +6,103 +16%
APC
225
Aspire Private Capital
North Carolina
$2.1M -$52.6K -1,059 -2%