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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 %
IPWA
526
International Private Wealth Advisors
California
$1.61M +$461K +9,134 +40%
AWM
527
AllSquare Wealth Management
New York
$1.61M -$80.8K -1,600 -5%
AMM
528
American Money Management
California
$1.59M -$273K -5,404 -15%
RL
529
Retireful LLC
Michigan
$1.59M +$1.59M +31,421 New
SFG
530
Sage Financial Group
Pennsylvania
$1.59M -$77.2K -1,529 -5%
GWM
531
Greenwich Wealth Management
Connecticut
$1.58M -$55.8K -1,106 -3%
Manulife (Manufacturers Life Insurance)
532
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.57M +$101K +2,000 +7%
CGH
533
Crossmark Global Holdings
Texas
$1.57M +$160K +3,171 +11%
MWM
534
Mosley Wealth Management
California
$1.56M -$2.62M -51,966 -63%
BF
535
Brooklyn FI
New York
$1.56M +$60.4K +1,197 +4%
AP
536
Americana Partners
Texas
$1.56M -$2.32K -46 -0.1%
MAM
537
MMA Asset Management
Pennsylvania
$1.54M -$858 -17 -0.1%
PWA
538
Prairie Wealth Advisors
Nebraska
$1.54M -$2.38M -47,137 -61%
WPW
539
Waldron Private Wealth
Pennsylvania
$1.54M -$111K -2,193 -7%
KWM
540
Kingsview Wealth Management
Oregon
$1.53M +$345K +6,827 +29%
ICM
541
IMS Capital Management
Oregon
$1.52M -$973K -19,241 -39%
WFS
542
WealthGarden F.S.
California
$1.52M +$1.52M +30,114 New
Wealthfront Advisers
543
Wealthfront Advisers
California
$1.52M +$16.5K +326 +1%
FFA
544
Fortune Financial Advisors
Kansas
$1.51M +$971K +19,240 +180%
BTI
545
Blue Trust Inc
Georgia
$1.51M – – –
EA
546
Ellsworth Advisors
Ohio
$1.51M +$1.51M +29,821 New
DAS
547
Diversify Advisory Services
Utah
$1.5M +$293K +5,827 +24%
HAS
548
HBW Advisory Services
California
$1.49M +$1.49M +29,581 New
AWM
549
Aries Wealth Management
Maine
$1.49M +$93.9K +1,860 +7%
SL
550
SWMG LLC
Texas
$1.46M +$1.46M +28,932 New
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