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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

950 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 375 increasing their positions, 422 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-15
Holders Change %
-1.55%
% of All Funds
13.77%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.04%
New
72
Increased
375
Reduced
422
Closed
70
Calls
–
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.31B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$90.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$244M
4
Betterment LLC
4
Betterment LLC
New York
$236M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.74B
2
Jane Street
2
Jane Street
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$731M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.44M
5
Cerity Partners
5
Cerity Partners
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$75.9M +$359K +7,110 +0.5%
RJA
27
Raymond James & Associates
Florida
$70M +$7.81M +154,712 +13%
LWMT
28
Legacy Wealth Management (Tennessee)
Tennessee
$66.3M +$2.66M +52,813 +4%
CM
29
Cornerstone Management
Georgia
$65.3M +$4.66M +92,286 +8%
AWM
30
Axxcess Wealth Management
California
$64.7M +$5.97M +118,274 +10%
CAN
31
Cetera Advisor Networks
California
$62.7M +$92K +1,823 +0.1%
AssetMark Inc
32
AssetMark Inc
California
$62.2M -$1.67M -33,199 -3%
QCG
33
Quadrant Capital Group
Ohio
$61.9M +$8.3M +164,486 +15%
AA
34
Ancora Advisors
Ohio
$61.1M +$139K +2,765 +0.2%
EH
35
Equitable Holdings
New York
$59.2M +$36.3M +720,465 +159%
SEI Investments
36
SEI Investments
Pennsylvania
$56.2M -$6.1M -120,989 -10%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$55.7M +$6.35M +125,786 +13%
MML Investors Services
38
MML Investors Services
Massachusetts
$53.8M -$4.89M -96,887 -8%
UCFA
39
United Capital Financial Advisors
Texas
$50.3M -$214K -4,249 -0.4%
PWA
40
Peterson Wealth Advisors
Utah
$49M +$9.3M +184,434 +23%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$46.2M +$4.24M +84,049 +10%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$45.3M -$187K -3,703 -0.4%
AAS
43
Avantax Advisory Services
Texas
$44.8M -$81.3K -1,611 -0.2%
AA
44
Acorns Advisers
California
$43.1M +$564K +11,171 +1%
AWM
45
AE Wealth Management
Kansas
$41.2M -$57.4M -1,137,111 -58%
RCG
46
Rock Creek Group
District of Columbia
$40.5M +$11.4M +226,035 +39%
SI
47
Stephens Inc
Arkansas
$39.5M -$5.75M -114,056 -13%
AOWM
48
Alpha Omega Wealth Management
Virginia
$39M +$174K +3,445 +0.4%
PAG
49
Private Advisor Group
New Jersey
$38.5M -$12.9M -255,923 -25%
LNC
50
Lincoln National Corp
Pennsylvania
$36.3M +$4.9M +97,040 +16%
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