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JPMorgan Ultra-Short Income ETF

1,092 hedge funds and large institutions have $22.2B invested in JPMorgan Ultra-Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 514 increasing their positions, 391 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+7
Holders Change %
+0.65%
% of All Funds
14.65%
Holding in Top 10
157
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.19%
% of All Funds
2.11%
New
104
Increased
514
Reduced
391
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.51B -$565M -11,157,843 -11%
Morgan Stanley
2
Morgan Stanley
New York
$3.07B +$259M +5,112,080 +9%
LPL Financial
3
LPL Financial
California
$857M +$89M +1,755,456 +12%
Bank of America
4
Bank of America
North Carolina
$826M +$110M +2,162,615 +15%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$669M +$62.8M +1,238,229 +10%
Betterment LLC
6
Betterment LLC
New York
$572M +$107M +2,105,432 +23%
Charles Schwab
7
Charles Schwab
California
$562M +$4.77M +94,082 +0.9%
UBS Group
8
UBS Group
Switzerland
$473M +$25.5M +502,393 +6%
HWM
9
HB Wealth Management
Georgia
$450M +$17.4M +342,791 +4%
Wells Fargo
10
Wells Fargo
California
$411M +$33.1M +653,314 +9%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$346M +$63.9M +1,265,522 +23%
Cerity Partners
12
Cerity Partners
New York
$265M +$14.2M +279,573 +6%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$244M +$52.9M +1,044,337 +28%
Raymond James Financial
14
Raymond James Financial
Florida
$235M +$35.1M +692,186 +18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$221M +$44.6M +880,202 +25%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$202M +$52M +1,027,118 +35%
FDCP
17
Foster Dykema Cabot & Partners
Massachusetts
$193M +$57.4M +1,132,264 +42%
Ameriprise
18
Ameriprise
Minnesota
$182M +$33.7M +664,511 +23%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$124M +$17.9M +354,053 +17%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$124M +$46.5M +917,099 +60%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$121M -$30.8M -607,541 -20%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$98.2M -$2.11M -41,682 -2%
BA
23
Bridgewater Advisors
New York
$97.6M -$5.21M -102,943 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$97.1M -$25.8M -511,660 -21%
CM
25
Cornerstone Management
Georgia
$86.9M +$3.18M +62,742 +4%