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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 %
QFA
401
Quattro Financial Advisors
Texas
$3.17M +$1.2M +23,698 +61%
PS
402
Principal Securities
Iowa
$3.16M +$194K +3,819 +7%
PG
403
Patten Group
Tennessee
$3.14M +$210K +4,147 +7%
FEG
404
Financial Enhancement Group
Indiana
$3.13M -$1.92M -38,108 -38%
AUB
405
Atlantic Union Bankshares
Virginia
$3.12M +$403K +7,944 +15%
CRWM
406
Castle Rock Wealth Management
California
$3.11M +$74.4K +1,474 +2%
WMWM
407
Whitaker-Myers Wealth Managers
Ohio
$3.06M +$538K +10,610 +21%
MGIA
408
Matthew Goff Investment Advisor
Texas
$3.05M -$133K -2,625 -4%
CF
409
Clarity Financial
Texas
$3.04M +$3.04M +60,007 New
Creative Planning
410
Creative Planning
Kansas
$3.01M -$929K -18,304 -24%
NA
411
Nottingham Advisors
New York
$2.97M +$1.34M +26,334 +82%
SPIA
412
Steward Partners Investment Advisory
New York
$2.92M -$1.4M -27,563 -32%
CT
413
Colonial Trust
South Carolina
$2.91M -$1.35M -26,552 -32%
SG
414
Sharper & Granite
California
$2.91M +$962K +18,965 +50%
OPA
415
Old Port Advisors
Maine
$2.9M -$76K -1,498 -3%
SFG
416
Sunburst Financial Group
Alabama
$2.88M -$58.6K -1,155 -2%
GCM
417
Gallacher Capital Management
Colorado
$2.88M +$299K +5,889 +12%
DIM
418
Delta Investment Management
California
$2.86M +$276K +5,442 +11%
NCM
419
Novare Capital Management
North Carolina
$2.8M -$58.3K -1,148 -2%
BOH
420
Bank of Hawaii
Hawaii
$2.74M +$836K +16,470 +44%
CTA
421
Chesley Taft & Associates
Illinois
$2.73M +$247K +4,875 +10%
CG
422
CFO4Life Group
Texas
$2.69M -$269K -5,296 -9%
AWA
423
Acorn Wealth Advisors
Michigan
$2.65M -$49.6K -978 -2%
GWM
424
Gray Wealth Management
Maine
$2.65M +$694K +13,687 +36%
CL
425
Choreo LLC
Illinois
$2.62M -$392K -7,728 -13%
15 16
17
18 19