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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.

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 %
JAG
201
Journey Advisory Group
Kentucky
$9.8M +$890K +17,718 +10%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$9.79M -$5.55M -110,562 -36%
LCGC
203
Legacy Capital Group California
California
$9.74M -$54.5K -1,085 -0.6%
CCG
204
Chatham Capital Group
Georgia
$9.65M -$740K -14,740 -7%
JWA
205
JFS Wealth Advisors
Pennsylvania
$9.59M +$1.07M +21,321 +13%
MWM
206
Magnolia Wealth Management
Alabama
$9.57M +$105K +2,082 +1%
EWA
207
Encompass Wealth Advisors
Oregon
$9.56M +$46.5K +926 +0.5%
MF
208
Meridian Financial
Massachusetts
$9.38M +$411K +8,191 +5%
EFS
209
Essex Financial Services
Connecticut
$9.29M +$1.04M +20,799 +13%
TYCC
210
Texas Yale Capital Corp
Florida
$9.26M -$126K -2,500 -1%
HH
211
Hilltop Holdings
Texas
$9.1M -$590K -11,743 -6%
RA
212
Rockingstone Advisors
Massachusetts
$9.06M -$6.21M -123,595 -41%
CWA
213
Choice Wealth Advisors
Maine
$9.01M +$411K +8,176 +5%
PCIA
214
Prime Capital Investment Advisors
Kansas
$8.99M -$2.78M -55,356 -24%
RCA
215
Resonant Capital Advisors
Wisconsin
$8.83M -$386K -7,650 -4%
YWS
216
Yarger Wealth Strategies
Ohio
$8.81M +$265K +5,277 +3%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$8.76M -$16.6M -330,940 -65%
LL
218
LPWM LLC
Minnesota
$8.72M -$3.22M -64,006 -27%
LAM
219
Lifestyle Asset Management
Texas
$8.71M -$23.1K -459 -0.3%
HFS
220
Heritage Financial Services
Massachusetts
$8.69M -$518K -10,310 -6%
JWM
221
Janiczek Wealth Management
Colorado
$8.6M -$1.16M -23,126 -12%
RW
222
REDW Wealth
New Mexico
$8.56M +$760K +15,132 +10%
CCA
223
Cobblestone Capital Advisors
New York
$8.56M -$795K -15,829 -9%
LSIA
224
LaSalle St. Investment Advisors
Illinois
$8.54M -$810K -1,613 -9%
OLVIG
225
Oliver Lagore Vanvalin Investment Group
Michigan
$8.52M +$8.44M +167,932 +9,861%