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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 %
SFG
551
Sovereign Financial Group
Connecticut
$1.45M -$55.2K -1,094 -4%
TWM
552
TriaGen Wealth Management
California
$1.44M -$229K -4,532 -14%
BCP
553
Blue Chip Partners
Michigan
$1.43M +$3.99K +79 +0.3%
TWM
554
Tradition Wealth Management
Minnesota
$1.41M +$70.9K +1,404 +5%
OPWM
555
Oxinas Partners Wealth Management
Indiana
$1.41M -$894K -17,718 -39%
GWAM
556
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.41M +$308K +6,110 +28%
WWM
557
Western Wealth Management
Colorado
$1.41M +$155K +3,080 +12%
WIP
558
WealthCare Investment Partners
Rhode Island
$1.4M -$44.1K -873 -3%
FFWM
559
Future Financial Wealth Management
Ohio
$1.39M -$10.9K -216 -0.8%
FFA
560
Fragasso Financial Advisors
Pennsylvania
$1.38M -$16.8K -332 -1%
JCM
561
Jacobi Capital Management
Pennsylvania
$1.36M -$221K -4,380 -14%
AWS
562
Aspen Wealth Strategies
Colorado
$1.35M -$226K -4,472 -14%
VWM
563
Venturi Wealth Management
Texas
$1.34M -$20.3K -403 -1%
MWA
564
Midland Wealth Advisors
Illinois
$1.34M +$1.34M +26,507 New
CWA
565
Clarity Wealth Advisors
California
$1.33M – – –
DFG
566
Delta Financial Group
New Jersey
$1.33M -$60.5K -1,199 -4%
FFN
567
Focus Financial Network
Minnesota
$1.33M +$184K +3,641 +16%
SDH
568
Sloy Dahl & Holst
Washington
$1.33M -$93.4K -1,850 -7%
BCM
569
Brookstone Capital Management
Illinois
$1.32M +$169K +3,354 +15%
CA
570
Continuum Advisory
Idaho
$1.32M +$37.1K +736 +3%
NCM
571
Nelson Capital Management
California
$1.31M -$5.3K -105 -0.4%
AFO
572
Arrowroot Family Office
California
$1.3M -$34.4K -682 -3%
AWM
573
Able Wealth Management
New Jersey
$1.3M +$58.9K +1,167 +5%
BBA
574
BLB&B Advisors
Pennsylvania
$1.3M +$244K +4,837 +23%
AWA
575
Authentikos Wealth Advisory
California
$1.28M +$139K +2,755 +12%
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