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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 %
FM
351
Foster & Motley
Ohio
$4.1M -$457K -9,060 -10%
BONH
352
Bank of New Hampshire
New Hampshire
$4.1M +$3.3M +65,458 +416%
SRC
353
Sage Rhino Capital
California
$4.09M -$543K -10,756 -12%
LWM
354
Lionsbridge Wealth Management
Florida
$4.07M -$38.6K -764 -0.9%
HGERS
355
Householder Group Estate & Retirement Specialist
Arizona
$4.03M +$969K +19,193 +32%
FNT
356
First National Trust
Pennsylvania
$3.97M -$3.5M -69,255 -47%
TL
357
Tradewinds LLC
North Carolina
$3.97M +$688K +13,636 +21%
BAWC
358
Boyce & Associates Wealth Consulting
Texas
$3.96M +$440K +8,715 +12%
KPWS
359
Kestra Private Wealth Services
Texas
$3.95M -$588K -11,649 -13%
ACP
360
Arcus Capital Partners
Georgia
$3.95M -$3.37M -66,777 -46%
AI
361
Auour Investments
Massachusetts
$3.95M -$93.4K -1,850 -2%
PSCM
362
Per Stirling Capital Management
Texas
$3.94M -$764K -15,138 -16%
Creative Planning
363
Creative Planning
Kansas
$3.92M -$633K -12,549 -14%
ACA
364
Aptus Capital Advisors
Alabama
$3.92M -$409K -8,110 -9%
RPSA
365
Richard P. Slaughter Associates
Texas
$3.89M +$634K +12,561 +19%
WAG
366
Winthrop Advisory Group
Massachusetts
$3.88M +$15.4K +306 +0.4%
BPA
367
Beacon Pointe Advisors
California
$3.86M +$1.91M +37,889 +98%
CTC
368
Central Trust Company
Missouri
$3.85M +$315K +6,234 +9%
HKIM
369
Hayek Kallen Investment Management
Alabama
$3.85M +$43.3K +858 +1%
SRA
370
Secured Retirement Advisors
Minnesota
$3.83M +$55.5K +1,099 +1%
HA
371
Herold Advisors
New York
$3.83M +$572K +11,324 +18%
GWM
372
GSB Wealth Management
Connecticut
$3.82M +$397K +7,871 +12%
DLCIG
373
D.L. Carlson Investment Group
New Hampshire
$3.81M +$1.32M +26,122 +53%
OCFG
374
O'Connor Financial Group
Illinois
$3.78M +$1.32M +26,120 +54%
SFWC
375
Strategic Family Wealth Counselors
New Jersey
$3.73M +$287K +5,681 +8%
13 14
15
16 17