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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.

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 Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.91B 97,516,324 +23,971,471 +33%
Morgan Stanley
2
Morgan Stanley
New York
$2.76B 54,842,754 -1,644,425 -3%
Bank of America
3
Bank of America
North Carolina
$727M 14,427,628 +746,626 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$717M 14,230,282 +2,657 +0%
LPL Financial
5
LPL Financial
California
$639M 12,694,776 +1,522,758 +14%
Charles Schwab
6
Charles Schwab
California
$553M 10,980,839 -2,619,797 -19%
UBS Group
7
UBS Group
Switzerland
$473M 9,381,277 +793,976 +9%
HWM
8
HB Wealth Management
Georgia
$417M 8,316,836 +838,189 +11%
Wells Fargo
9
Wells Fargo
California
$359M 7,130,097 +224,833 +3%
Betterment LLC
10
Betterment LLC
New York
$313M 6,216,053 +494,436 +9%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$256M 5,082,038 -673,112 -12%
Cerity Partners
12
Cerity Partners
New York
$230M 4,557,975 +987,602 +28%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$209M 4,147 +4,147 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$190M 3,781,153 +2,048,587 +118%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$183M 3,641,449 +162,519 +5%
Raymond James Financial
16
Raymond James Financial
Florida
$174M 3,452,138 +3,452,138 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$170M 3,367,428 +921,133 +38%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$135M 2,670,560 -360,640 -12%
FDCP
19
Foster Dykema Cabot & Partners
Massachusetts
$126M 2,483,092 +120,527 +5%
TC
20
TownSquare Capital
Utah
$116M 2,307,809 -91,360 -4%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$111M 2,207,836 +524,428 +31%
SWM
22
Spire Wealth Management
Virginia
$111M 2,203,675 +179,975 +9%
Osaic Holdings
23
Osaic Holdings
Arizona
$110M 2,189,743 -114,982 -5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$102M 2,018,683 -336,564 -14%
Ameriprise
25
Ameriprise
Minnesota
$101M 2,015,233 +841,915 +72%