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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 %
BCM
576
Brookstone Capital Management
Illinois
$1.2M -$136K -2,679 -10%
SPL
577
Smart Portfolios LLC
Washington
$1.19M +$133K +2,620 +13%
TWC
578
TD Waterhouse Canada
Ontario, Canada
$1.19M -$485K -9,554 -29%
RL
579
Retireful LLC
Michigan
$1.18M -$416K -8,190 -26%
CWS
580
Confluence Wealth Services
Pennsylvania
$1.16M +$423K +8,340 +58%
BTWM
581
Baker Tilly Wealth Management
Wisconsin
$1.16M -$1.38M -27,205 -54%
TFA
582
TPG Financial Advisors
Oregon
$1.15M +$31.5K +621 +3%
WIP
583
WealthCare Investment Partners
Rhode Island
$1.14M -$255K -5,058 -18%
CWA
584
Continuum Wealth Advisors
New York
$1.13M -$8.61M -169,729 -88%
FFA
585
Fragasso Financial Advisors
Pennsylvania
$1.11M -$275K -5,417 -20%
JIC
586
Joel Isaacson & Co
New York
$1.1M – – –
VIM
587
Vista Investment Management
Pennsylvania
$1.09M +$109K +2,153 +11%
CA
588
CGN Advisors
Kansas
$1.08M +$157K +3,092 +17%
SFG
589
Seamount Financial Group
Colorado
$1.08M -$94.6K -1,864 -8%
CWM
590
Congress Wealth Management
Massachusetts
$1.07M +$821K +16,182 +324%
PTC
591
Private Trust Company
Ohio
$1.07M +$14.9K +294 +1%
RA
592
RFG Advisory
Alabama
$1.06M +$486K +9,584 +85%
HZ
593
Hixon Zuercher
Ohio
$1.06M +$346K +6,827 +49%
PAS
594
Park Avenue Securities
New York
$1.05M +$583K +11,492 +125%
MFG
595
Mosaic Financial Group
Illinois
$1.04M -$208K -4,104 -17%
WWP
596
WR Wealth Planners
Missouri
$1.04M -$1.51M -29,755 -59%
FEM
597
Fulcrum Equity Management
Texas
$1.03M -$723K -14,246 -41%
LFA
598
Laraway Financial Advisors
Minnesota
$1.01M +$33.4K +659 +3%
CIA
599
Concurrent Investment Advisors
Florida
$1M -$943K -18,580 -48%
PA
600
Parallel Advisors
California
$989K -$155K -3,046 -14%
22 23
24
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