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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 %
CWA
476
Canvas Wealth Advisors
Kansas
$2.07M +$641K +12,666 +45%
FTUS
477
Flow Traders U.S.
New York
$2.07M -$11M -218,660 -84%
BCM
478
Birch Capital Management
Texas
$2.06M -$382K -7,567 -16%
FA
479
Fermata Advisors
California
$2.05M +$47.9K +950 +2%
CAM
480
Cozad Asset Management
Illinois
$2.04M +$168K +3,321 +9%
Bank of New York Mellon
481
Bank of New York Mellon
New York
$2.01M +$1.14M +22,665 +132%
TFO
482
Tarbox Family Office
California
$2.01M -$463K -9,175 -19%
MHS
483
M Holdings Securities
Oregon
$2M +$118K +2,340 +6%
QFA
484
Quattro Financial Advisors
Texas
$1.97M +$1.63M +32,338 +478%
AWA
485
Arkadios Wealth Advisors
Georgia
$1.97M +$1.62M +32,032 +454%
PAG
486
Private Advisory Group
Washington
$1.96M +$1.96M +38,779 New
GWM
487
Gray Wealth Management
Maine
$1.94M +$11.3K +224 +0.6%
CIA
488
Concurrent Investment Advisors
Florida
$1.94M +$633K +12,547 +49%
SG
489
Sharper & Granite
California
$1.93M -$1.65M -32,658 -46%
SWM
490
Silverlake Wealth Management
Vermont
$1.93M -$634K -12,562 -25%
NI
491
Nepsis Inc
Minnesota
$1.9M -$69.1K -1,370 -4%
BOH
492
Bank of Hawaii
Hawaii
$1.9M +$10K +199 +0.5%
YWS
493
Yarger Wealth Strategies
Ohio
$1.89M -$243K -4,813 -11%
CAG
494
Curtis Advisory Group
California
$1.87M +$170K +3,372 +10%
RMF
495
Red Mountain Financial
Colorado
$1.87M +$1.87M +36,957 New
IAN
496
Integrated Advisors Network
Texas
$1.84M -$509K -10,077 -22%
GSEP
497
Golden State Equity Partners
California
$1.84M +$1.84M +36,402 New
SOS
498
Silver Oak Securities
Tennessee
$1.83M -$26.3K -522 -1%
WWM
499
WT Wealth Management
Arizona
$1.83M +$19K +376 +1%
SCM
500
Stonehearth Capital Management
Massachusetts
$1.83M -$110K -2,173 -6%
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