JPST icon

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 %
IAIM
576
International Assets Investment Management
Florida
$1.27M +$250K +4,963 +25%
FFA
577
First Foundation Advisors
California
$1.26M -$646K -12,798 -34%
AQR Capital Management
578
AQR Capital Management
Connecticut
$1.24M -$168K -3,330 -12%
MFG
579
Mosaic Financial Group
Illinois
$1.24M – – –
BTIM
580
BancFirst Trust & Investment Management
Oklahoma
$1.21M – – –
BFA
581
Beacon Financial Advisory
Ohio
$1.21M +$157K +3,112 +15%
MCM
582
Maple Capital Management
Vermont
$1.19M +$1.19M +23,498 New
RA
583
Rise Advisors
New York
$1.18M +$53.2K +1,054 +5%
CFS
584
CRA Financial Services
New Jersey
$1.18M +$532K +10,541 +82%
ZF
585
Zega Financial
Florida
$1.17M +$1.17M +23,158 New
SFG
586
Seamount Financial Group
Colorado
$1.17M -$192K -3,803 -14%
WOC
587
West Oak Capital
California
$1.17M +$96K +1,903 +9%
SWP
588
Strategic Wealth Partners
Ohio
$1.15M -$100K -1,989 -8%
MCC
589
Money Concepts Capital
Florida
$1.15M +$277K +5,498 +32%
PA
590
Parallel Advisors
California
$1.14M -$99.1K -1,963 -8%
TFA
591
TPG Financial Advisors
Oregon
$1.11M +$1.11M +21,996 New
SAM
592
Smartleaf Asset Management
Massachusetts
$1.11M +$1.11M +21,926 New
JIC
593
Joel Isaacson & Co
New York
$1.09M – – –
MA
594
MONECO Advisors
Connecticut
$1.09M +$340K +6,736 +45%
SPA
595
Shore Point Advisors
New Jersey
$1.07M +$6.66K +132 +0.6%
HKIMG
596
Hutchens & Kramer Investment Management Group
Indiana
$1.05M +$1.05M +20,926 New
SPL
597
Smart Portfolios LLC
Washington
$1.05M -$2.54M -50,298 -71%
PTC
598
Private Trust Company
Ohio
$1.05M +$19.4K +385 +2%
PP
599
PDS Planning
Ohio
$1.04M -$89.4K -1,772 -8%
HWP
600
Heritage Wealth Partners
Ohio
$1.03M -$350K -6,936 -25%
22 23
24
25 26