JPST icon

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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
+$774M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$53.4M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$50.7M
4
Temasek Holdings
Temasek Holdings
Singapore
+$50.1M
5
EFS
Econ Financial Services
Pennsylvania
+$43.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36.8M
2
Wells Fargo
Wells Fargo
California
-$34.6M
3
AA
ACT Advisors
North Carolina
-$30.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.6M
5
HOWA
Heritage Oak Wealth Advisors
Florida
-$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
501
Integrated Advisors Network
Texas
$1.77M -$81.6K -1,608 -4%
DLCIG
502
D.L. Carlson Investment Group
New Hampshire
$1.76M -$2.06M -40,658 -54%
WWM
503
Western Wealth Management
Colorado
$1.76M +$341K +6,723 +24%
Millennium Management
504
Millennium Management
New York
$1.75M -$6.86M -135,133 -80%
MWM
505
Mosley Wealth Management
California
$1.74M +$173K +3,415 +11%
BWP
506
Balboa Wealth Partners
Arizona
$1.74M +$40.7K +802 +2%
AA
507
Auxano Advisors
Washington
$1.73M +$21.7K +427 +1%
WFS
508
WealthGarden F.S.
California
$1.73M +$204K +4,019 +13%
PBF
509
Petix & Botte Financial
California
$1.72M -$12.7K -250 -0.7%
FC
510
FCA Corp
Texas
$1.68M +$4.87K +96 +0.3%
BFA
511
Beacon Financial Advisory
Ohio
$1.68M +$463K +9,124 +38%
GWAM
512
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.67M +$253K +4,988 +18%
Wealthfront Advisers
513
Wealthfront Advisers
California
$1.67M +$139K +2,736 +9%
JSW
514
Journey Strategic Wealth
New Jersey
$1.66M +$1.07M +21,183 +184%
SOS
515
Silver Oak Securities
Tennessee
$1.65M -$192K -3,785 -10%
VAG
516
VisionPoint Advisory Group
Texas
$1.64M -$1.07M -21,136 -39%
YWS
517
Yarger Wealth Strategies
Ohio
$1.64M -$259K -5,104 -14%
NCM
518
New Capital Management
Texas
$1.63M -$23.5K -464 -1%
AFO
519
Arrowroot Family Office
California
$1.63M +$316K +6,228 +24%
WAG
520
Wallace Advisory Group
California
$1.63M -$108K -2,140 -6%
GC
521
Guidance Capital
Kentucky
$1.6M -$58.7K -1,161 -4%
CA
522
Continuum Advisory
Idaho
$1.6M +$272K +5,395 +21%
GWM
523
Greenwich Wealth Management
Connecticut
$1.59M -$1.27K -25 -0.1%
MWM
524
Mission Wealth Management
California
$1.58M -$128K -2,522 -7%
Manulife (Manufacturers Life Insurance)
525
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.58M – – –
19 20
21
22 23