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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 %
PWM
251
Perigon Wealth Management
California
$6.92M -$4.9K -97 -0.1%
GRP
252
Global Retirement Partners
California
$6.9M -$865K -17,146 -11%
CTA
253
Colonial Trust Advisors
South Carolina
$6.89M -$354K -7,014 -5%
GLA
254
Good Life Advisors
Pennsylvania
$6.86M -$956K -18,937 -12%
SPC
255
Sigma Planning Corp
Michigan
$6.82M +$363K +7,183 +6%
EWM
256
Elmwood Wealth Management
California
$6.8M -$442K -8,749 -6%
BRWA
257
B. Riley Wealth Advisors
Florida
$6.72M -$1.64M -32,455 -20%
ACS
258
Archford Capital Strategies
Illinois
$6.7M +$227K +4,490 +4%
GCA
259
Gradient Capital Advisors
California
$6.66M -$76.9K -1,524 -1%
BA
260
Bristlecone Advisors
Washington
$6.64M +$235K +4,666 +4%
TIA
261
Tiemann Investment Advisors
California
$6.62M +$55K +1,089 +0.8%
Lido Advisors
262
Lido Advisors
California
$6.54M +$70.3K +1,393 +1%
FCG
263
Financial Connections Group
California
$6.52M +$2.47M +48,880 +61%
CPW
264
Crestmont Private Wealth
Texas
$6.47M -$59.9K -1,186 -0.9%
RRA
265
Round Rock Advisors
Connecticut
$6.39M -$33.3K -660 -0.5%
PWP
266
Principle Wealth Partners
Connecticut
$6.36M -$245K -4,851 -4%
JWCA
267
J.W. Coons Advisors
Ohio
$6.33M +$301K +5,958 +5%
FWM
268
Forza Wealth Management
Florida
$6.31M -$101K -2,000 -2%
HH
269
Hilltop Holdings
Texas
$6.29M -$1.81M -35,929 -22%
FIBT
270
First International Bank & Trust
North Dakota
$6.28M +$173K +3,421 +3%
Envestnet Portfolio Solutions
271
Envestnet Portfolio Solutions
Illinois
$6.26M +$4.98M +98,769 +390%
SA
272
Stewardship Advisors
Pennsylvania
$6.22M +$600K +11,880 +11%
CPWA
273
Cerro Pacific Wealth Advisors
California
$6.22M +$6.22M +123,149 New
IA
274
IFG Advisory
Georgia
$6.17M -$1.41K -28 -0%
OA
275
Oxbow Advisors
Texas
$6.11M -$405K -8,034 -6%
9 10
11
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