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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 %
LWM
301
Lodestone Wealth Management
Washington
$5.43M +$169K +3,354 +3%
PA
302
Paragon Advisors
Texas
$5.42M -$2.19M -43,296 -29%
M1FG
303
Mach-1 Financial Group
Arkansas
$5.42M +$278K +5,494 +5%
AR
304
Apeiron RIA
Texas
$5.31M -$409K -8,111 -7%
GAM
305
Gotham Asset Management
New York
$5.3M +$672K +13,312 +15%
OLVIG
306
Oliver Lagore Vanvalin Investment Group
Michigan
$5.3M -$5.55M -110,055 -51%
WPA
307
West Paces Advisors
Georgia
$5.22M +$430K +8,524 +9%
DWM
308
Diversify Wealth Management
Utah
$5.21M +$5.21M +103,263 New
FEG
309
Financial Enhancement Group
Indiana
$5.06M +$539K +10,706 +12%
LWMG
310
Levy Wealth Management Group
Pennsylvania
$5.05M -$800K -15,850 -14%
PFS
311
Prospera Financial Services
Texas
$5.04M +$862K +17,078 +21%
HFS
312
Howard Financial Services
Texas
$5.01M -$267K -5,288 -5%
CPIG
313
Chicago Partners Investment Group
Illinois
$5M -$4.3K -85 -0.1%
WCFA
314
Walkner Condon Financial Advisors
Wisconsin
$4.99M -$789K -15,629 -14%
BFO
315
Boston Family Office
Massachusetts
$4.94M -$2.17M -42,973 -30%
CA
316
Cornerstone Advisory
Maryland
$4.9M -$969K -19,193 -16%
BCWM
317
Bartlett & Co Wealth Management
Ohio
$4.89M -$158K -3,130 -3%
AFA
318
American Financial Advisors
Georgia
$4.88M -$1.53M -30,289 -24%
UAG
319
United Advisor Group
Ohio
$4.88M -$93.5K -1,853 -2%
BL
320
BFSG LLC
California
$4.86M +$105K +2,076 +2%
TC
321
TAP Consulting
Missouri
$4.78M +$90.5K +1,793 +2%
LIG
322
Lokken Investment Group
Delaware
$4.78M +$4.78M +94,653 New
OC
323
Oppenheimer & Co
New York
$4.77M +$642K +12,717 +16%
CCA
324
Childress Capital Advisors
Texas
$4.75M +$437K +8,665 +10%
BWS
325
Buck Wealth Strategies
Colorado
$4.73M +$4.73M +93,808 New
11 12
13
14 15