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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 %
HWP
601
Heritage Wealth Partners
Ohio
$978K -$58.3K -1,149 -6%
BB
602
Bell Bank
North Dakota
$977K – – –
NCM
603
Northwest Capital Management
Oregon
$966K +$39.9K +787 +4%
NL
604
NWAM LLC
Washington
$959K +$325K +6,409 +51%
BFA
605
Beaumont Financial Advisors
Massachusetts
$958K +$19.4K +383 +2%
PWA
606
Prairie Wealth Advisors
Nebraska
$957K -$594K -11,700 -38%
IDA
607
Intelligence Driven Advisers
California
$955K -$61.1K -1,205 -6%
JCM
608
Jacobi Capital Management
Pennsylvania
$954K -$413K -8,133 -30%
US Bancorp
609
US Bancorp
Minnesota
$950K +$50.6K +997 +6%
UW
610
Unique Wealth
Florida
$950K -$31.8K -626 -3%
AC
611
Apella Capital
Connecticut
$946K +$24.9K +492 +3%
FA
612
Flagstar Advisors
New York
$933K +$6.24K +123 +0.7%
CTWM
613
Cherry Tree Wealth Management
Minnesota
$933K +$90.8K +1,790 +11%
GSIS
614
Global Strategic Investment Solutions
Arizona
$920K – – –
AWA
615
Authentikos Wealth Advisory
California
$907K -$384K -7,574 -30%
LI
616
LVZ Inc
Michigan
$901K -$7.05K -139 -0.8%
LCM
617
Lunt Capital Management
Utah
$874K – – –
PIA
618
Pinion Investment Advisors
Kansas
$873K +$11.5K +227 +1%
AMM
619
American Money Management
California
$863K -$732K -14,423 -46%
CCP
620
Clarkston Capital Partners
Michigan
$863K – – –
OPWM
621
Oxinas Partners Wealth Management
Indiana
$852K -$570K -11,228 -40%
KCFA
622
Key Client Fiduciary Advisors
New Jersey
$851K -$2.94K -58 -0.3%
MSA
623
Marino Stram & Associates
Massachusetts
$851K +$851K +16,773 New
MCIA
624
Mountain Capital Investment Advisors
Colorado
$848K +$848K +16,807 New
Prudential Financial
625
Prudential Financial
New Jersey
$844K +$844K +16,639 New
23 24
25
26 27