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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 %
BMWM
626
Brown Miller Wealth Management
Virginia
$874K +$226K +4,482 +35%
LCM
627
Lunt Capital Management
Utah
$870K – – –
SEIA
628
Signature Estate & Investment Advisors
California
$867K +$867K +17,182 New
RWPA
629
Richard W. Paul & Associates
Michigan
$858K -$12.7K -252 -1%
CCP
630
Clarkston Capital Partners
Michigan
$858K – – –
PIA
631
Pinion Investment Advisors
Kansas
$857K -$288K -5,710 -25%
RIA
632
Realta Investment Advisors
Delaware
$851K +$3.13K +62 +0.4%
KCFA
633
Key Client Fiduciary Advisors
New Jersey
$850K +$50 +1 +0%
HCA
634
Horan Capital Advisors
Ohio
$844K -$29.1K -577 -3%
WOSD
635
WFA of San Diego
California
$841K +$841K +16,670 New
CTWM
636
Cherry Tree Wealth Management
Minnesota
$837K -$5.05K -100 -0.6%
WIA
637
World Investment Advisors
California
$836K +$454K +8,986 +118%
5SA
638
5th Street Advisors
Connecticut
$833K +$142K +2,804 +20%
LSPW
639
Lake Street Private Wealth
Illinois
$826K +$5.35K +106 +0.7%
RVPG
640
Relative Value Partners Group
$826K +$826K +16,363 New
WC
641
Waterloo Capital
Texas
$824K -$15.5K -307 -2%
AWE
642
Avidian Wealth Enterprises
Texas
$819K -$195K -3,868 -19%
ERIC
643
Eagle Rock Investment Company
Georgia
$817K – – –
TA
644
TFG Advisers
Michigan
$797K +$542K +10,739 +212%
ML
645
McAdam LLC
Pennsylvania
$789K -$220K -4,362 -22%
PGAM
646
Princeton Global Asset Management
New Jersey
$770K +$5.25K +104 +0.7%
WIC
647
Woodmont Investment Counsel
Tennessee
$764K -$136K -2,702 -15%
SIAP
648
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$758K -$42.9K -850 -5%
EAM
649
Evanson Asset Management
California
$757K – – –
MSAM
650
Moloney Securities Asset Management
Missouri
$756K -$9.09K -180 -1%
24 25
26
27 28