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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 %
OPA
401
Old Port Advisors
Maine
$2.96M -$81.4K -1,612 -3%
PS
402
Principal Securities
Iowa
$2.95M +$692K +13,719 +31%
IF
403
Intrua Financial
Texas
$2.95M -$69.8K -1,382 -2%
CG
404
CFO4Life Group
Texas
$2.94M -$388K -7,685 -12%
ACM
405
Alpha Capital Management
Texas
$2.93M -$1.16M -23,040 -28%
SFG
406
Sunburst Financial Group
Alabama
$2.92M -$201K -3,980 -6%
PG
407
Patten Group
Tennessee
$2.91M -$23.7K -470 -0.8%
IA
408
Insight Advisors
Pennsylvania
$2.88M +$713K +14,122 +33%
NF
409
Nikulski Financial
Iowa
$2.88M +$223K +4,419 +8%
FCFC
410
First Citizens Financial Corp
Iowa
$2.85M -$830K -16,453 -23%
NCM
411
Novare Capital Management
North Carolina
$2.84M +$152K +3,010 +6%
FAM
412
Family Asset Management
South Carolina
$2.77M -$1.31M -25,978 -32%
ACM
413
ADAR1 Capital Management
Texas
$2.73M – – –
GM
414
GeoWealth Management
Illinois
$2.71M +$764K +15,146 +39%
AUB
415
Atlantic Union Bankshares
Virginia
$2.7M -$603K -11,956 -18%
VAG
416
VisionPoint Advisory Group
Texas
$2.7M +$2.62M +51,862 +3,126%
AWA
417
Acorn Wealth Advisors
Michigan
$2.68M +$569K +11,272 +27%
GC
418
GFG Capital
Florida
$2.65M +$1.29M +25,551 +95%
KA
419
Klingman & Associates
New York
$2.61M -$8.63K -171 -0.3%
EBWM
420
Eagle Bluffs Wealth Management
Missouri
$2.59M +$39.6K +785 +2%
SIG
421
Sargent Investment Group
Maryland
$2.59M -$431K -8,530 -14%
FAIM
422
Financial Advocates Investment Management
Washington
$2.59M -$1.57M -31,126 -38%
PI
423
PFG Investments
New York
$2.57M +$80.1K +1,587 +3%
DIM
424
Delta Investment Management
California
$2.57M -$10K -199 -0.4%
GCM
425
Gallacher Capital Management
Colorado
$2.57M +$579K +11,469 +29%
15 16
17
18 19