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JPMorgan Ultra-Short Income ETF

1,085 hedge funds and large institutions have $22.8B invested in JPMorgan Ultra-Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 519 increasing their positions, 367 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,085
Holders Change
+18
Holders Change %
+1.69%
% of All Funds
14.74%
Holding in Top 10
171
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.25%
% of All Funds
2.32%
New
105
Increased
519
Reduced
367
Closed
62
Calls
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
201
IronBridge Private Wealth
Texas
$11.6M -$37.1K -732 -0.3%
CWC
202
Carolinas Wealth Consulting
North Carolina
$11.5M -$31.9K -631 -0.3%
AWM
203
Apollon Wealth Management
South Carolina
$11.5M +$4.16M +82,153 +57%
CPW
204
Crestmont Private Wealth
Texas
$11.4M +$4.21M +83,247 +58%
MA
205
Mutual Advisors
Nebraska
$11.4M -$433K -8,555 -4%
RCA
206
Resonant Capital Advisors
Wisconsin
$11.4M +$763K +15,073 +7%
ACP
207
Arcus Capital Partners
Georgia
$11.4M +$4.04M +79,797 +55%
HSG
208
Helen Stephens Group
Texas
$11.3M +$180K +3,548 +2%
WWA
209
WCG Wealth Advisors
Nevada
$11.3M -$1.73M -34,151 -13%
CPWA
210
Cerro Pacific Wealth Advisors
California
$11.2M +$4.28M +84,972 +62%
PJWM
211
Philip James Wealth Mangement
Georgia
$11.1M -$739K -14,599 -6%
GAM
212
Gotham Asset Management
New York
$11.1M +$4.59M +90,666 +71%
LCGC
213
Legacy Capital Group California
California
$11M -$6.02M -118,990 -35%
TCM
214
TD Capital Management
Tennessee
$11M +$705K +13,932 +7%
PFWA
215
Paces Ferry Wealth Advisors
Georgia
$11M +$388K +7,661 +4%
MSA
216
Mason Street Advisors
Wisconsin
$11M
EWA
217
Encompass Wealth Advisors
Oregon
$10.9M -$52K -1,027 -0.5%
BA
218
Bristlecone Advisors
Washington
$10.8M +$2.26M +44,735 +27%
NW
219
NewEdge Wealth
Pennsylvania
$10.7M +$4.15M +82,020 +63%
GFG
220
Goldstone Financial Group
Illinois
$10.6M +$2.56M +50,640 +32%
CWA
221
Choice Wealth Advisors
Maine
$10.6M +$14.6K +288 +0.1%
CCG
222
Chatham Capital Group
Georgia
$10.6M +$513K +10,125 +5%
SSB
223
Sandy Spring Bank
Maryland
$10.6M +$1.06M +20,891 +11%
SCM
224
SOL Capital Management
Maryland
$10.6M -$729K -14,404 -6%
FBFS
225
First Business Financial Services
Wisconsin
$10.5M +$72.3K +1,428 +0.7%