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JPMorgan Ultra-Short Income ETF

1,067 hedge funds and large institutions have $21.2B invested in JPMorgan Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 473 increasing their positions, 345 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+93
Holders Change %
+9.55%
% of All Funds
14.21%
Holding in Top 10
151
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+17.97%
% of All Funds
2.01%
New
169
Increased
473
Reduced
345
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
201
IronBridge Private Wealth
Texas
$11.6M -$688K -13,657 -6%
MWA
202
Mills Wealth Advisors
Texas
$11.3M -$1.58M -31,314 -12%
SCM
203
SOL Capital Management
Maryland
$11.2M +$753K +14,946 +7%
PMWMG
204
Parr McKnight Wealth Management Group
Minnesota
$11.1M +$11.1M +220,455 New
TSWM
205
Tyler-Stone Wealth Management
Ohio
$11.1M -$323K -6,416 -3%
HSG
206
Helen Stephens Group
Texas
$11.1M -$1.8M -35,705 -14%
MSA
207
Mason Street Advisors
Wisconsin
$10.9M
EWA
208
Encompass Wealth Advisors
Oregon
$10.9M +$903K +17,922 +9%
PCIA
209
Prime Capital Investment Advisors
Kansas
$10.8M +$5.78M +114,808 +115%
OC
210
Oarsman Capital
Wisconsin
$10.7M -$826K -16,393 -7%
VWM
211
VCI Wealth Management
Missouri
$10.7M +$1.48M +29,388 +16%
I
212
INVST
Indiana
$10.7M +$195K +3,869 +2%
SAA
213
Southeast Asset Advisors
Georgia
$10.7M +$3.14M +62,409 +42%
RCA
214
Resonant Capital Advisors
Wisconsin
$10.6M +$357K +7,065 +3%
PFWA
215
Paces Ferry Wealth Advisors
Georgia
$10.5M +$868K +17,235 +9%
CWA
216
Choice Wealth Advisors
Maine
$10.5M +$445K +8,836 +4%
JWCA
217
J.W. Cole Advisors
Florida
$10.4M +$441K +8,758 +4%
FBFS
218
First Business Financial Services
Wisconsin
$10.4M +$232K +4,609 +2%
TCM
219
TD Capital Management
Tennessee
$10.2M -$709K -14,073 -6%
Millennium Management
220
Millennium Management
New York
$10.2M +$8.44M +167,529 +486%
SA
221
Sovran Advisors
California
$10.1M +$10.1M +200,785 New
NCM
222
Noesis Capital Mangement
Florida
$10.1M +$1.28M +25,319 +15%
LWA
223
Lowe Wealth Advisors
Maryland
$10M +$2.52K +50 +0%
ACG
224
Allen Capital Group
Nebraska
$10M +$1.13M +22,424 +13%
CCG
225
Chatham Capital Group
Georgia
$10M -$136K -2,700 -1%