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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 %
BCWM
326
Bartlett & Co Wealth Management
Ohio
$4.66M -$249K -4,901 -5%
PAG
327
Paladin Advisory Group
Iowa
$4.64M -$120K -2,372 -3%
SW
328
SlateStone Wealth
Florida
$4.64M – – –
BFO
329
Boston Family Office
Massachusetts
$4.62M -$346K -6,819 -7%
KWM
330
Kingsview Wealth Management
Oregon
$4.59M +$3.06M +60,316 +200%
ACM
331
Advisors Capital Management
New Jersey
$4.59M -$111K -2,190 -2%
PA
332
Procyon Advisors
Connecticut
$4.58M +$120K +2,374 +3%
CFD
333
Creative Financial Designs
Indiana
$4.56M +$314K +6,197 +7%
PSCM
334
Per Stirling Capital Management
Texas
$4.53M +$570K +11,243 +14%
IIC
335
Ironwood Investment Counsel
Arizona
$4.5M +$1.28M +25,319 +40%
OCM
336
One Capital Management
California
$4.47M -$196K -3,868 -4%
PA
337
Paragon Advisors
Texas
$4.46M -$992K -19,555 -18%
GWM
338
Geneos Wealth Management
Colorado
$4.45M -$8.63K -170 -0.2%
BONH
339
Bank of New Hampshire
New Hampshire
$4.45M +$326K +6,432 +8%
BWS
340
Buck Wealth Strategies
Colorado
$4.44M -$323K -6,364 -7%
AHC
341
Adell Harriman & Carpenter
Texas
$4.41M -$8.63K -170 -0.2%
SWA
342
Stratos Wealth Advisors
Ohio
$4.4M -$1.74M -34,243 -28%
PFA
343
Plotkin Financial Advisors
Maryland
$4.28M +$1.84M +36,236 +75%
OCFG
344
O'Connor Financial Group
Illinois
$4.27M +$472K +9,300 +12%
FFA
345
Founders Financial Alliance
North Carolina
$4.27M +$142K +2,793 +3%
HGERS
346
Householder Group Estate & Retirement Specialist
Arizona
$4.27M +$216K +4,253 +5%
RHP
347
Royal Harbor Partners
Texas
$4.24M -$3.34M -65,795 -44%
CW
348
CIC Wealth
Maryland
$4.22M -$376K -7,408 -8%
EA
349
Ergawealth Advisors
Illinois
$4.21M -$349K -6,879 -8%
PFS
350
Prospera Financial Services
Texas
$4.18M -$893K -17,590 -18%
12 13
14
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