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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.

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
1
JPMorgan Chase & Co
New York
$3.73B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$292M
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$50.7M
4
Temasek Holdings
4
Temasek Holdings
Singapore
$50.1M
5
EFS
5
Econ Financial Services
Pennsylvania
$43.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$694M
2
Wells Fargo
2
Wells Fargo
California
$350M
3
AA
3
ACT Advisors
North Carolina
$1.84M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$154M
5
HOWA
5
Heritage Oak Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
26
Kovitz Investment Group Partners
Illinois
$84.7M 1,683,408 +533,174 +46%
Renaissance Technologies
27
Renaissance Technologies
New York
$83.6M 1,647,900 +106,200 +7%
CM
28
Cornerstone Management
Georgia
$80.2M 1,581,148 +159,433 +11%
AA
29
Ancora Advisors
Ohio
$80.2M 1,579,626 +296,065 +23%
EH
30
Equitable Holdings
New York
$78M 1,537,950 +695,197 +82%
Stifel Financial
31
Stifel Financial
Missouri
$76.1M 1,499,343 +65,602 +5%
LWMT
32
Legacy Wealth Management (Tennessee)
Tennessee
$70.1M 1,381,600 +37,113 +3%
S
33
SignatureFD
Georgia
$69.9M 1,376,744 -376,096 -21%
AssetMark Inc
34
AssetMark Inc
California
$64.3M 1,266,369 +30,831 +2%
Ameriprise
35
Ameriprise
Minnesota
$59.6M 1,173,318 +339,103 +41%
SEI Investments
36
SEI Investments
Pennsylvania
$55.3M 1,090,854 -10,400 -0.9%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$53M 1,043,850 -17,286 -2%
UCFA
38
United Capital Financial Advisors
Texas
$52.8M 1,040,015 +8,028 +0.8%
MCAI
39
Members Capital Advisors Inc
Wisconsin
$50.7M 1,000,000 – –
AHSSHC
40
Adventist Health System Sunbelt Healthcare Corp
Florida
$50.7M 1,000,000 +1,000,000 New
AWM
41
Axxcess Wealth Management
California
$50.6M 997,682 -137,454 -12%
Temasek Holdings
42
Temasek Holdings
Singapore
$50.1M 986,900 +986,900 New
PWA
43
Peterson Wealth Advisors
Utah
$48M 946,435 -29,716 -3%
MML Investors Services
44
MML Investors Services
Massachusetts
$47.9M 943,195 +147,009 +18%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$47.8M 942,764 +48,812 +5%
RJA
46
Raymond James & Associates
Florida
$45.7M 900,715 -91,210 -9%
AA
47
Acorns Advisers
California
$45.7M 900,074 +23,612 +3%
NEWAS
48
N.E.W. Advisory Services
Wisconsin
$45M 887,605 +85,965 +11%
BlackRock
49
BlackRock
New York
$45M 886,001 – –
MC
50
McMorgan & Co
California
$43.7M 861,119 +161,172 +23%
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