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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

974 hedge funds and large institutions have $18.8B invested in JPMorgan Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 421 increasing their positions, 382 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
-10
Holders Change %
-1.02%
% of All Funds
14.09%
Holding in Top 10
128
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.48%
% of All Funds
1.85%
New
78
Increased
421
Reduced
382
Closed
74
Calls
–
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$774M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$53.4M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$50.7M
4
Temasek Holdings
Temasek Holdings
Singapore
+$50.1M
5
EFS
Econ Financial Services
Pennsylvania
+$43.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36.8M
2
Wells Fargo
Wells Fargo
California
-$34.6M
3
AA
ACT Advisors
North Carolina
-$30.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.6M
5
HOWA
Heritage Oak Wealth Advisors
Florida
-$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
251
Lido Advisors
California
$6.92M +$346K +6,825 +5%
GFG
252
Goldstone Financial Group
Illinois
$6.91M -$8.78M -173,009 -56%
CPW
253
Crestmont Private Wealth
Texas
$6.77M +$262K +5,170 +4%
MA
254
Montag & Associates
Georgia
$6.77M -$24.7M -485,971 -78%
ATPW
255
Ashton Thomas Private Wealth
Arizona
$6.76M -$1.9M -37,442 -22%
JWCA
256
J.W. Coons Advisors
Ohio
$6.72M +$362K +7,128 +6%
WIM
257
Westside Investment Management
California
$6.7M -$407K -8,035 -6%
GCA
258
Gradient Capital Advisors
California
$6.7M +$2.23K +44 +0%
IA
259
IFG Advisory
Georgia
$6.69M +$490K +9,653 +8%
ACA
260
Aptus Capital Advisors
Alabama
$6.68M +$2.74M +54,092 +70%
SFS
261
Sowell Financial Services
Arkansas
$6.66M -$1.69M -33,252 -20%
BA
262
Bristlecone Advisors
Washington
$6.64M -$39.1K -770 -0.6%
PWP
263
Principle Wealth Partners
Connecticut
$6.6M +$207K +4,086 +3%
TIA
264
Tiemann Investment Advisors
California
$6.55M -$108K -2,119 -2%
RRA
265
Round Rock Advisors
Connecticut
$6.55M +$121K +2,388 +2%
WB
266
Webster Bank
Connecticut
$6.54M +$866K +17,076 +15%
SC
267
Scotia Capital
Ontario, Canada
$6.53M -$4.09M -80,580 -39%
LWM
268
Lodestone Wealth Management
Washington
$6.53M +$1.06M +20,980 +19%
OA
269
Oxbow Advisors
Texas
$6.51M +$370K +7,295 +6%
DWP
270
Daymark Wealth Partners
Ohio
$6.51M +$371K +7,317 +6%
AFA
271
American Financial Advisors
Georgia
$6.48M +$1.57M +31,012 +32%
WCM
272
Windsor Capital Management
Arizona
$6.42M +$383K +7,558 +6%
AI
273
Auour Investments
Massachusetts
$6.38M +$2.42M +47,821 +61%
BRWA
274
B. Riley Wealth Advisors
Florida
$6.36M -$394K -7,769 -6%
FIBT
275
First International Bank & Trust
North Dakota
$6.35M +$34.6K +682 +0.5%
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