JPST icon

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 %
HFM
451
Hartford Financial Management
Connecticut
$2.33M -$214K -4,244 -8%
JFA
452
JNBA Financial Advisors
Minnesota
$2.33M +$128K +2,538 +6%
FFO
453
Fortitude Family Office
Arizona
$2.33M -$456K -9,030 -16%
VF
454
Vawter Financial
Ohio
$2.33M -$131K -2,591 -5%
DWA
455
Delos Wealth Advisors
Texas
$2.32M -$196K -3,877 -8%
GL
456
Graypoint LLC
New York
$2.31M -$458K -9,069 -17%
FNWA
457
Financial Network Wealth Advisors
Utah
$2.29M -$8.18K -162 -0.4%
FFP
458
FourThought Financial Partners
Florida
$2.29M +$39.7K +787 +2%
NCM
459
Next Capital Management
New York
$2.28M +$733K +14,524 +47%
ASN
460
Advisory Services Network
Georgia
$2.28M +$247K +4,890 +12%
MA
461
MBA Advisors
Pennsylvania
$2.28M +$155K +3,064 +7%
MSFS
462
Main Street Financial Solutions
Pennsylvania
$2.27M -$95.9K -1,901 -4%
TSWM
463
Tyler-Stone Wealth Management
Ohio
$2.24M -$229K -4,547 -9%
HIP
464
HUB Investment Partners
Texas
$2.21M -$365K -7,237 -14%
DC
465
Davenport & Co
Virginia
$2.19M +$497K +9,840 +29%
PWA
466
Phoenix Wealth Advisors
North Carolina
$2.19M +$75K +1,486 +4%
FWM
467
Fortress Wealth Management
California
$2.17M -$37.7K -747 -2%
AWM
468
Apollon Wealth Management
South Carolina
$2.16M -$16.8K -333 -0.8%
CA
469
Cambridge Advisors
Nebraska
$2.15M +$134K +2,661 +7%
RBC
470
Roble Belko & Company
Pennsylvania
$2.14M -$35.5K -704 -2%
CAL
471
Capital Analysts LLC
Pennsylvania
$2.14M +$119K +2,357 +6%
NL
472
NVWM LLC
Pennsylvania
$2.13M -$53K -1,050 -2%
P
473
&Partners
Tennessee
$2.11M +$2.11M +41,817 New
FFA
474
Farther Finance Advisors
California
$2.08M +$1.22M +24,301 +141%
CAC
475
Certified Advisory Corp
Florida
$2.08M +$290K +5,753 +16%
17 18
19
20 21