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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
CA
201
Crewe Advisors
Utah
$10.1M -$213K -4,231 -2%
RCA
202
Resonant Capital Advisors
Wisconsin
$10M -$892K -17,706 -8%
EWA
203
Encompass Wealth Advisors
Oregon
$9.96M +$537K +10,662 +6%
LPT
204
Legacy Private Trust
Wisconsin
$9.94M +$347K +6,895 +4%
OIA
205
OneDigital Investment Advisors
Kansas
$9.77M +$1.12M +22,230 +13%
TCM
206
TD Capital Management
Tennessee
$9.76M +$841K +16,692 +9%
CWA
207
Choice Wealth Advisors
Maine
$9.73M +$465K +9,236 +5%
CWA
208
Continuum Wealth Advisors
New York
$9.69M +$9.67M +191,942 New
MF
209
Meridian Financial
Massachusetts
$9.57M +$538K +10,680 +6%
Citigroup
210
Citigroup
New York
$9.57M +$49.1K +975 +0.5%
I2I
211
Insight 2811 Inc
Illinois
$9.43M +$2.29M +45,489 +32%
LCGC
212
Legacy Capital Group California
California
$9.27M -$119K -2,367 -1%
EWM
213
Elevatus Welath Management
New York
$9.25M +$9.02M +179,150 +4,266%
NF
214
NavPoint Financial
Minnesota
$9.24M -$2.04M -40,602 -18%
SAS
215
Sage Advisory Services
Texas
$9.22M -$119K -2,372 -1%
TYCC
216
Texas Yale Capital Corp
Florida
$9M -$5.04K -100 -0.1%
AI
217
Atria Investments
North Carolina
$8.95M +$5.73M +113,875 +179%
PFWA
218
Paces Ferry Wealth Advisors
Georgia
$8.93M +$772K +15,335 +9%
CWC
219
Carolinas Wealth Consulting
North Carolina
$8.88M +$949K +18,843 +12%
ACA
220
Ascension Capital Advisors
Texas
$8.72M +$239K +4,740 +3%
NCM
221
Noesis Capital Mangement
Florida
$8.69M +$1.88M +37,380 +28%
ATPW
222
Ashton Thomas Private Wealth
Arizona
$8.61M +$675K +13,407 +9%
Millennium Management
223
Millennium Management
New York
$8.56M -$308K -6,109 -3%
WAM
224
WNY Asset Management
New York
$8.54M +$355K +7,046 +4%
JWM
225
Janiczek Wealth Management
Colorado
$8.53M -$191K -3,790 -2%