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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
+$636M
2
Morgan Stanley
Morgan Stanley
New York
+$88.4M
3
LPL Financial
LPL Financial
California
+$62.4M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$58.1M
5
SWM
Spire Wealth Management
Virginia
+$51.6M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$36.3M
2
RJA
Raymond James & Associates
Florida
-$20M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$19.9M
4
MWM
Magnolia Wealth Management
Alabama
-$18.2M
5
BTWM
Baker Tilly Wealth Management
Wisconsin
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
326
Paladin Advisory Group
Iowa
$4.71M +$650K +12,942 +16%
FAM
327
Frontier Asset Management
Wyoming
$4.69M -$14.7K -291 -0.3%
ACM
328
Advisors Capital Management
New Jersey
$4.68M +$1M +19,826 +27%
BCI
329
Brinker Capital Investments
Pennsylvania
$4.65M +$173K +3,429 +4%
OPS
330
Orion Portfolio Solutions
Nebraska
$4.65M +$173K +3,429 +4%
OCM
331
One Capital Management
California
$4.64M -$936K -18,554 -17%
JIP
332
Jaffetilchin Investment Partners
Florida
$4.63M +$580K +11,486 +14%
SW
333
SlateStone Wealth
Florida
$4.61M – – –
DADC
334
D.A. Davidson & Co
Montana
$4.58M +$1.18M +23,283 +35%
TCG
335
Transcendent Capital Group
Oklahoma
$4.57M +$1.47M +29,046 +47%
CW
336
CIC Wealth
Maryland
$4.57M +$436K +8,645 +11%
EA
337
Ergawealth Advisors
Illinois
$4.54M +$108K +2,138 +2%
GWM
338
Geneos Wealth Management
Colorado
$4.43M -$364K -7,221 -8%
PA
339
Procyon Advisors
Connecticut
$4.43M +$276K +5,466 +7%
AHC
340
Adell Harriman & Carpenter
Texas
$4.39M +$757 +15 +0%
PCMC
341
Private Capital Management (Colorado)
Colorado
$4.37M +$83.6K +1,657 +2%
AWM
342
Atticus Wealth Management
Florida
$4.31M +$544K +10,771 +14%
SPIA
343
Steward Partners Investment Advisory
New York
$4.3M -$472K -9,357 -10%
CT
344
Colonial Trust
South Carolina
$4.24M -$300K -5,937 -7%
FCA
345
FinTrust Capital Advisors
South Carolina
$4.23M +$60.2K +1,192 +1%
CFD
346
Creative Financial Designs
Indiana
$4.22M +$58.1K +1,152 +1%
SAM
347
SP Asset Management
California
$4.18M -$55.9K -1,108 -1%
CF
348
Centaurus Financial
California
$4.18M -$548K -10,851 -12%
FT
349
Fiduciary Trust
Massachusetts
$4.14M +$690K +13,675 +20%
FFA
350
Founders Financial Alliance
North Carolina
$4.1M +$367K +7,271 +10%
12 13
14
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