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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

984 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, 395 increasing their positions, 400 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
984
Holders Change
+34
Holders Change %
+3.58%
% of All Funds
14.31%
Holding in Top 10
134
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.96%
% of All Funds
1.95%
New
107
Increased
395
Reduced
400
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.94B
2
Morgan Stanley
Morgan Stanley
New York
$2.83B
3
LPL Financial
LPL Financial
California
$524M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$58.1M
5
SWM
Spire Wealth Management
Virginia
$76.5M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
RJA
Raymond James & Associates
Florida
$50.1M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$26.3M
4
MWM
Magnolia Wealth Management
Alabama
$0
5
BTWM
Baker Tilly Wealth Management
Wisconsin
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
226
Symphony Financial
Texas
$8.47M +$557K +11,046 +7%
LL
227
LPWM LLC
Minnesota
$8.44M -$214K -4,257 -2%
ACG
228
Allen Capital Group
Nebraska
$8.32M +$1.63M +32,390 +24%
VWM
229
VCI Wealth Management
Missouri
$8.31M +$2.35M +46,641 +40%
SFP
230
Sandbox Financial Partners
Maryland
$8.31M +$224K +4,441 +3%
SFS
231
Sowell Financial Services
Arkansas
$8.3M -$525K -10,397 -6%
EL
232
Essex LLC
Illinois
$8.27M -$438K -8,674 -5%
PA
233
Perennial Advisors
New York
$8.27M -$306K -6,066 -4%
SHGA
234
Sand Hill Global Advisors
California
$8.22M +$762K +15,095 +10%
SSB
235
Sandy Spring Bank
Maryland
$8.13M +$2.16M +42,861 +36%
KF
236
Krilogy Financial
Missouri
$8.06M -$150K -2,969 -2%
MMA
237
Miracle Mile Advisors
California
$8.05M -$5.25M -104,023 -39%
KCM
238
Kendall Capital Management
Maryland
$7.81M -$683K -13,527 -8%
RA
239
Rockingstone Advisors
Massachusetts
$7.77M -$955K -18,924 -11%
RHP
240
Royal Harbor Partners
Texas
$7.54M -$5.69M -112,789 -43%
JWCA
241
J.W. Cole Advisors
Florida
$7.5M +$69.2K +1,372 +0.9%
CCA
242
Cobblestone Capital Advisors
New York
$7.47M -$1.3M -25,856 -15%
TFM
243
Trademark Financial Management
Minnesota
$7.45M -$152K -3,016 -2%
FWA
244
FSM Wealth Advisors
Ohio
$7.4M +$1.09M +21,543 +17%
CF
245
Concorde Financial
Texas
$7.22M +$117K +2,316 +2%
NW
246
NewEdge Wealth
Pennsylvania
$7.21M +$1.5M +29,713 +26%
WIM
247
Westside Investment Management
California
$7.08M -$138K -2,740 -2%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$7.03M +$223K +4,422 +3%
FIM
249
Freedom Investment Management
Connecticut
$7M +$5.2M +103,027 +289%
CFGF
250
Compass Financial Group (Florida)
Florida
$6.95M +$1.51K +30 +0%
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