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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 %
LC
376
Legacy CG
Texas
$3.72M +$3.72M +73,760 New
Susquehanna International Group
377
Susquehanna International Group
Pennsylvania
$3.7M -$2.05M -40,524 -36%
NFP
378
Narus Financial Partners
Utah
$3.68M -$65.5K -1,298 -2%
Jones Financial Companies
379
Jones Financial Companies
Missouri
$3.67M +$2.87M +56,888 +359%
NCG
380
Newport Capital Group
New Jersey
$3.65M +$3.65M +72,288 New
CCFM
381
Clear Creek Financial Management
Washington
$3.61M +$320K +6,348 +10%
WMA
382
West Michigan Advisors
Michigan
$3.58M -$29.3K -581 -0.8%
IIA
383
Integral Investment Advisors
California
$3.54M -$5.47M -108,448 -61%
CCG
384
Catalina Capital Group
California
$3.54M -$691K -13,700 -16%
VNA
385
Valley National Advisers
Pennsylvania
$3.5M -$313K -6,198 -8%
FWP
386
FAS Wealth Partners
Kansas
$3.49M +$63.4K +1,256 +2%
JWM
387
JGP Wealth Management
Oregon
$3.49M -$181K -3,589 -5%
FAM
388
Formidable Asset Management
Ohio
$3.46M -$557K -11,035 -14%
EWA
389
EP Wealth Advisors
California
$3.46M -$42.5K -842 -1%
FIA
390
Foundations Investment Advisors
Arizona
$3.41M -$2.39M -47,273 -41%
CWA
391
Centennial Wealth Advisory
Michigan
$3.35M -$130K -2,580 -4%
AAP
392
Arax Advisory Partners
Colorado
$3.27M +$3.25M +64,399 +18,039%
IIC
393
Ironwood Investment Counsel
Arizona
$3.2M +$472K +9,356 +17%
BCG
394
BayBridge Capital Group
California
$3.17M +$1.91M +37,776 +151%
MGIA
395
Matthew Goff Investment Advisor
Texas
$3.16M -$326K -6,469 -9%
BAM
396
BOS Asset Management
Illinois
$3.09M -$89.3K -1,770 -3%
PPWM
397
Paragon Private Wealth Management
Kentucky
$3.05M -$579K -11,472 -16%
CRWM
398
Castle Rock Wealth Management
California
$3.02M +$201K +3,997 +7%
UB
399
UMB Bank
Missouri
$3M -$339K -6,712 -10%
CL
400
Choreo LLC
Illinois
$2.99M +$626K +12,459 +27%
14 15
16
17 18