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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 %
EMAM
601
Encompass More Asset Management
California
$1.03M +$1.03M +20,357 New
OWM
602
OneAscent Wealth Management
Alabama
$1.02M -$495K -9,800 -33%
IDA
603
Intelligence Driven Advisers
California
$1.01M +$116K +2,300 +13%
MCA
604
MSH Capital Advisors
Arizona
$1M +$321K +6,370 +47%
CI
605
CX Institutional
Indiana
$987K -$56.6K -1,122 -5%
VIM
606
Vista Investment Management
Pennsylvania
$977K -$233K -4,617 -19%
UW
607
Unique Wealth
Florida
$976K +$458K +9,085 +89%
BB
608
Bell Bank
North Dakota
$972K – – –
LFA
609
Laraway Financial Advisors
Minnesota
$967K -$25K -496 -3%
AF
610
Affiance Financial
Minnesota
$966K -$52.6K -1,042 -5%
SSW
611
Stone Summit Wealth
Florida
$954K -$87.3K -1,730 -8%
RCM
612
Rivernorth Capital Management
Florida
$934K – – –
BFA
613
Beaumont Financial Advisors
Massachusetts
$933K -$41.3K -818 -4%
Goldman Sachs
614
Goldman Sachs
New York
$926K -$513K -10,169 -36%
CA
615
CGN Advisors
Kansas
$922K -$55.7K -1,104 -6%
FA
616
Flagstar Advisors
New York
$922K +$11.6K +229 +1%
NCM
617
Northwest Capital Management
Oregon
$921K -$528K -10,465 -36%
AC
618
Apella Capital
Connecticut
$918K +$7.4K +147 +0.8%
PCM
619
Pennsylvania Capital Management
Pennsylvania
$917K -$74.3K -1,473 -8%
GSIS
620
Global Strategic Investment Solutions
Arizona
$915K -$505K -9,998 -36%
LI
621
LVZ Inc
Michigan
$904K -$313K -6,198 -26%
FFWA
622
FRG Family Wealth Advisors
Washington
$898K -$252K -4,997 -22%
E
623
ETFidea
New York
$897K -$171K -3,381 -16%
US Bancorp
624
US Bancorp
Minnesota
$895K -$171K -3,383 -16%
SFB
625
STAR Financial Bank
Indiana
$890K -$132K -2,613 -13%
23 24
25
26 27