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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 %
CF
351
Centaurus Financial
California
$4.16M -$42.8K -843 -1%
TCG
352
Transcendent Capital Group
Oklahoma
$4.13M -$464K -9,152 -10%
GWM
353
GSB Wealth Management
Connecticut
$4.12M +$275K +5,418 +7%
LC
354
Legacy CG
Texas
$4.12M +$373K +7,359 +10%
SRA
355
Secured Retirement Advisors
Minnesota
$4.05M +$199K +3,924 +5%
TL
356
Tradewinds LLC
North Carolina
$4.05M +$58.5K +1,152 +1%
IA
357
Insight Advisors
Pennsylvania
$4.03M +$1.13M +22,361 +39%
SRC
358
Sage Rhino Capital
California
$4.03M -$82.5K -1,626 -2%
CCG
359
Catalina Capital Group
California
$4M +$449K +8,843 +13%
HA
360
Herold Advisors
New York
$3.97M +$118K +2,334 +3%
FIA
361
Foundations Investment Advisors
Arizona
$3.92M +$492K +9,699 +14%
SFWC
362
Strategic Family Wealth Counselors
New Jersey
$3.91M +$161K +3,180 +4%
HKIM
363
Hayek Kallen Investment Management
Alabama
$3.88M +$11.1K +219 +0.3%
FCA
364
FinTrust Capital Advisors
South Carolina
$3.87M -$379K -7,477 -9%
Baird Financial Group
365
Baird Financial Group
Wisconsin
$3.83M -$3.24M -63,792 -46%
SPC
366
Sigma Planning Corp
Michigan
$3.83M -$3.03M -59,623 -44%
FAM
367
Formidable Asset Management
Ohio
$3.81M +$330K +6,496 +9%
SWA
368
Strategies Wealth Advisors
Michigan
$3.81M +$3.15M +62,051 +475%
CTC
369
Central Trust Company
Missouri
$3.76M -$117K -2,297 -3%
GM
370
GeoWealth Management
Illinois
$3.73M +$1.01M +19,997 +37%
FAM
371
Family Asset Management
South Carolina
$3.73M +$940K +18,520 +34%
EWA
372
EP Wealth Advisors
California
$3.72M +$245K +4,834 +7%
WAG
373
Winthrop Advisory Group
Massachusetts
$3.71M -$194K -3,819 -5%
Bank of New York Mellon
374
Bank of New York Mellon
New York
$3.67M +$1.65M +32,529 +82%
SIG
375
Sargent Investment Group
Maryland
$3.63M +$1.03M +20,361 +40%
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