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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
JP Morgan Chase
1
JP Morgan Chase
New York
$2.94B +$635M +12,608,198 +28%
Morgan Stanley
2
Morgan Stanley
New York
$2.83B +$88.2M +1,751,032 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$734M +$19.5M +386,280 +3%
Bank of America
4
Bank of America
North Carolina
$727M -$3.78M -74,970 -0.5%
Charles Schwab
5
Charles Schwab
California
$682M -$5.39M -107,077 -0.8%
LPL Financial
6
LPL Financial
California
$524M +$62.2M +1,235,482 +14%
UBS Group
7
UBS Group
Switzerland
$432M -$2.61M -51,926 -0.6%
HWM
8
HB Wealth Management
Georgia
$389M -$16M -318,533 -4%
Wells Fargo
9
Wells Fargo
California
$383M -$5.42M -107,606 -1%
Betterment LLC
10
Betterment LLC
New York
$261M +$24.8M +493,098 +11%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$237M -$6.62M -131,479 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$182M +$736K +14,611 +0.4%
Cerity Partners
13
Cerity Partners
New York
$165M -$4.48M -89,012 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$164M -$11.8M -234,824 -7%
TC
15
TownSquare Capital
Utah
$120M +$1.05M +20,788 +0.9%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$118M +$27.9M +554,564 +31%
FDCP
17
Foster Dykema Cabot & Partners
Massachusetts
$117M -$3.8M -75,386 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$114M -$12.9M -255,632 -10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$111M +$7.19M +142,741 +7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$104M +$2.82M +56,032 +3%
S
21
SignatureFD
Georgia
$88.5M +$2.33M +46,257 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$87.6M -$4.55M -90,294 -5%
BA
23
Bridgewater Advisors
New York
$83.9M +$5.05M +100,282 +6%
Renaissance Technologies
24
Renaissance Technologies
New York
$77.8M
QCG
25
Quadrant Capital Group
Ohio
$77M +$15.1M +299,750 +24%