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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.86%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.29%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$816M 16,071,853 +2,866,404 +22%
Bank of America
2
Bank of America
North Carolina
$726M 14,290,021 +1,026,335 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$496M 9,762,293 -162,241 -2%
Wells Fargo
4
Wells Fargo
California
$371M 7,297,724 -1,081,500 -13%
UBS Group
5
UBS Group
Switzerland
$351M 6,905,218 +1,642,845 +31%
SW
6
SVB Wealth
Massachusetts
$237M 4,668,007 +441,921 +10%
HB
7
Homrich & Berg
Georgia
$230M 4,523,327 +883,441 +24%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$193M 3,807,004 +116,328 +3%
AF
9
Allworth Financial
California
$179M 3,519,418 +205,454 +6%
Betterment LLC
10
Betterment LLC
New York
$150M 2,957,343 +601,678 +26%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$128M 2,524,051 -66,683 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$112M 2,205,731 +471,726 +27%
KA
13
Klingman & Associates
New York
$107M 2,114,235 +916,151 +76%
LPL Financial
14
LPL Financial
California
$106M 2,079,937 +145,419 +8%
GBBWRPM
15
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$98.7M 1,942,249 +178,132 +10%
RJA
16
Raymond James & Associates
Florida
$86.1M 1,694,261 +250,147 +17%
SI
17
Stephens Inc
Arkansas
$78.2M 1,539,295 +90,056 +6%
S
18
SignatureFD
Georgia
$66.4M 1,307,450 +410,175 +46%
RW
19
REDW Wealth
New Mexico
$65.8M 1,294,793 +91,248 +8%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.2M 1,244,212 +476,101 +62%
PAG
21
Pinnacle Advisory Group
Maryland
$61.2M 1,204,108 -157,673 -12%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$60.7M 1,194,251 +94,629 +9%
NAM
23
NorthCoast Asset Management
Connecticut
$55.2M 1,086,002 -18,393 -2%
SMM
24
Stadion Money Management
Georgia
$55.1M 1,085,241 +1,085,241 New
Osaic Holdings
25
Osaic Holdings
Arizona
$54.9M 1,079,961 +117,212 +12%