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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 %
SA
426
Skyline Advisors
Washington
$2.56M +$74.1K +1,468 +3%
SW
427
SMART Wealth
Nebraska
$2.55M +$475K +9,404 +23%
CWM
428
Cornerstone Wealth Management
Missouri
$2.55M +$657K +13,009 +35%
WWP
429
WR Wealth Planners
Missouri
$2.53M -$439K -8,704 -15%
BTWM
430
Baker Tilly Wealth Management
Wisconsin
$2.52M -$17.4M -344,014 -87%
IC
431
Innealta Capital
Texas
$2.52M +$2.52M +49,942 New
CP
432
Castleview Partners
Texas
$2.52M +$41.2K +816 +2%
WMWM
433
Whitaker-Myers Wealth Managers
Ohio
$2.5M +$113K +2,248 +5%
FP
434
Financial Perspectives
Minnesota
$2.49M -$2.51M -49,755 -50%
CTA
435
Chesley Taft & Associates
Illinois
$2.47M -$777K -15,400 -24%
UWM
436
USAdvisors Wealth Management
Minnesota
$2.45M +$53.2K +1,054 +2%
FHB
437
First Hawaiian Bank
Hawaii
$2.45M -$236K -4,675 -9%
SIC
438
Salem Investment Counselors
North Carolina
$2.44M -$166K -3,291 -6%
LA
439
Latitude Advisors
Florida
$2.44M -$419K -8,295 -15%
CM
440
Capital Management
Virginia
$2.44M +$303K +6,013 +14%
PFA
441
Plotkin Financial Advisors
Maryland
$2.43M +$174K +3,457 +8%
GGS
442
Galvin Gaustad & Stein
Arizona
$2.41M -$168K -3,338 -7%
GIA
443
Gladstone Institutional Advisory
Florida
$2.41M -$121K -2,406 -5%
KWA
444
Kingswood Wealth Advisors
California
$2.4M +$158K +3,121 +7%
EP
445
Edgestream Partners
New Jersey
$2.39M +$2.39M +47,259 New
SDWIA
446
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.38M -$220K -4,363 -8%
RPCA
447
Running Point Capital Advisors
California
$2.37M +$52.3K +1,037 +2%
SSWM
448
Sheets Smith Wealth Management
North Carolina
$2.36M -$38.2K -756 -2%
OP
449
ORG Partners
Indiana
$2.35M +$2.35M +46,774 New
PIA
450
Perennial Investment Advisors
California
$2.33M +$89.8K +1,779 +4%
16 17
18
19 20