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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 %
TCM
301
Tradewinds Capital Management
Washington
$5.5M -$58.1K -1,145 -1%
YIA
302
YHB Investment Advisors
Connecticut
$5.47M -$271K -5,339 -5%
OLVIG
303
Oliver Lagore Vanvalin Investment Group
Michigan
$5.47M +$142K +2,799 +3%
CCA
304
Childress Capital Advisors
Texas
$5.47M +$690K +13,605 +14%
IPA
305
Investment Planning Advisors
Georgia
$5.45M – – –
BAWC
306
Boyce & Associates Wealth Consulting
Texas
$5.38M +$1.39M +27,444 +35%
OPS
307
Orion Portfolio Solutions
Nebraska
$5.37M +$703K +13,857 +15%
BCI
308
Brinker Capital Investments
Pennsylvania
$5.37M +$703K +13,857 +15%
AA
309
Advisory Alpha
Michigan
$5.31M -$529K -10,431 -9%
CPIG
310
Chicago Partners Investment Group
Illinois
$5.28M +$282K +5,584 +6%
Envestnet Portfolio Solutions
311
Envestnet Portfolio Solutions
Illinois
$5.11M -$1.19M -23,433 -19%
JIP
312
Jaffetilchin Investment Partners
Florida
$5.1M +$442K +8,704 +9%
FFN
313
Focus Financial Network
Minnesota
$5.08M +$3.74M +73,788 +281%
PCIA
314
Prime Capital Investment Advisors
Kansas
$5.07M -$927K -18,276 -15%
LIG
315
Lokken Investment Group
Delaware
$5.04M +$241K +4,741 +5%
MAG
316
Mayfair Advisory Group
Alabama
$5.01M -$639K -12,651 -11%
AWMS
317
Advocacy Wealth Management Services
Georgia
$5.01M -$997K -19,641 -17%
WCFA
318
Walkner Condon Financial Advisors
Wisconsin
$5M -$13.3K -263 -0.3%
TCM
319
Triumph Capital Management
Colorado
$4.99M -$996K -19,639 -17%
FIM
320
Freedom Investment Management
Connecticut
$4.96M -$2.07M -40,848 -29%
PCMC
321
Private Capital Management (Colorado)
Colorado
$4.93M +$531K +10,470 +12%
AR
322
Apeiron RIA
Texas
$4.92M -$418K -8,231 -8%
OC
323
Oppenheimer & Co
New York
$4.84M +$38.9K +767 +0.8%
WWS
324
Wellington Wealth Strategies
Indiana
$4.77M +$4.77M +94,190 New
HFS
325
Howard Financial Services
Texas
$4.68M -$360K -7,093 -7%
11 12
13
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