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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.

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
1
JPMorgan Chase & Co
New York
$2.94B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.83B
3
LPL Financial
3
LPL Financial
California
$524M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$58.1M
5
SWM
5
Spire Wealth Management
Virginia
$76.5M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
RJA
2
Raymond James & Associates
Florida
$50.1M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$26.3M
4
MWM
4
Magnolia Wealth Management
Alabama
$0
5
BTWM
5
Baker Tilly Wealth Management
Wisconsin
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$76.9M 1,524,553 +990 +0.1%
SWM
27
Spire Wealth Management
Virginia
$76.5M 1,515,432 +1,022,638 +208%
Stifel Financial
28
Stifel Financial
Missouri
$72.4M 1,433,741 -71,353 -5%
CM
29
Cornerstone Management
Georgia
$71.8M 1,421,715 +126,741 +10%
LWMT
30
Legacy Wealth Management (Tennessee)
Tennessee
$67.9M 1,344,487 +29,650 +2%
AA
31
Ancora Advisors
Ohio
$64.8M 1,283,561 +73,102 +6%
AssetMark Inc
32
AssetMark Inc
California
$62.4M 1,235,538 +2,339 +0.2%
Kovitz Investment Group Partners
33
Kovitz Investment Group Partners
Illinois
$58.1M 1,150,234 +1,150,234 New
AWM
34
Axxcess Wealth Management
California
$57.3M 1,135,136 -146,666 -11%
SEI Investments
35
SEI Investments
Pennsylvania
$55.6M 1,101,254 -13,598 -1%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$53.6M 1,061,136 -43,724 -4%
UCFA
37
United Capital Financial Advisors
Texas
$52.1M 1,031,987 +34,475 +3%
AAS
38
Avantax Advisory Services
Texas
$51M 1,009,526 +120,907 +14%
MCAI
39
Members Capital Advisors Inc
Wisconsin
$50.5M 1,000,000 +1,000,000 New
RJA
40
Raymond James & Associates
Florida
$50.1M 991,925 -395,494 -29%
PWA
41
Peterson Wealth Advisors
Utah
$49.3M 976,151 +5,466 +0.6%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$45.1M 893,952 -4,038 -0.4%
BlackRock
43
BlackRock
New York
$44.7M 886,001 +886,000 +88,600,000%
AA
44
Acorns Advisers
California
$44.2M 876,462 +22,756 +3%
EH
45
Equitable Holdings
New York
$42.5M 842,753 -330,967 -28%
AWM
46
AE Wealth Management
Kansas
$42.4M 839,359 +23,197 +3%
Ameriprise
47
Ameriprise
Minnesota
$42.1M 834,215 +823,969 +8,042%
PAG
48
Private Advisor Group
New Jersey
$40.9M 810,026 +47,748 +6%
NEWAS
49
N.E.W. Advisory Services
Wisconsin
$40.5M 801,640 +99,066 +14%
SI
50
Stephens Inc
Arkansas
$40.2M 796,308 +14,046 +2%
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