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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 %
FM
501
Family Management
New York
$1.82M -$12K -238 -0.7%
VAM
502
Vienna Asset Management
California
$1.82M -$734K -14,539 -29%
ESB
503
Essex Savings Bank
Connecticut
$1.8M +$482K +9,545 +36%
MSWMA
504
Market Street Wealth Management Advisors
Indiana
$1.8M -$370K -7,325 -17%
BAM
505
Belpointe Asset Management
Nevada
$1.79M +$1.79M +35,507 New
EWM
506
Endowment Wealth Management
Wisconsin
$1.77M +$209K +4,140 +13%
VCM
507
Virtue Capital Management
Tennessee
$1.76M -$77.9K -1,543 -4%
FEM
508
Fulcrum Equity Management
Texas
$1.74M +$1.74M +34,502 New
WAG
509
Wallace Advisory Group
California
$1.73M -$187K -3,715 -10%
PBF
510
Petix & Botte Financial
California
$1.73M +$956K +18,945 +124%
SFA
511
Sequoia Financial Advisors
Ohio
$1.72M -$850K -16,847 -33%
BFEC
512
Benjamin F. Edwards & Company
Missouri
$1.72M +$72.7K +1,440 +4%
AA
513
Auxano Advisors
Washington
$1.7M -$62.1K -1,230 -4%
MWM
514
Mission Wealth Management
California
$1.7M -$312K -6,182 -15%
BWP
515
Balboa Wealth Partners
Arizona
$1.69M +$544K +10,785 +48%
FC
516
FCA Corp
Texas
$1.66M +$37.3K +740 +2%
GC
517
Guidance Capital
Kentucky
$1.66M -$115K -2,281 -6%
KP
518
Keel Point
Alabama
$1.66M -$1.79M -35,425 -52%
TWC
519
TD Waterhouse Canada
Ontario, Canada
$1.65M +$328K +6,519 +25%
AWA
520
Arete Wealth Advisors
Illinois
$1.65M +$48.8K +967 +3%
SAG
521
SageView Advisory Group
California
$1.64M – – –
NCM
522
New Capital Management
Texas
$1.64M -$38.8K -768 -2%
SB
523
Strategic Blueprint
Georgia
$1.63M +$1.19M +23,607 +270%
NA
524
Nottingham Advisors
New York
$1.63M -$125K -2,478 -7%
HIC
525
Holderness Investments Company
North Carolina
$1.62M +$76.3K +1,512 +5%
19 20
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