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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 %
PCM
626
Parsons Capital Management
Rhode Island
$841K +$89.7K +1,767 +12%
WIC
627
Woodmont Investment Counsel
Tennessee
$832K +$63.6K +1,253 +8%
LOIP
628
Live Oak Investment Partners
Texas
$830K -$166K – –
ST
629
Smithfield Trust
Pennsylvania
$828K +$828K +16,326 New
HCA
630
Horan Capital Advisors
Ohio
$827K -$22.2K -437 -3%
ERIC
631
Eagle Rock Investment Company
Georgia
$821K – – –
AF
632
Affiance Financial
Minnesota
$812K -$159K -3,131 -16%
RWA
633
Redmont Wealth Advisors
Illinois
$810K +$527K +10,381 +186%
TPA
634
Trivium Point Advisory
Connecticut
$795K +$247K +4,900 +45%
FPAS
635
Focus Partners Advisor Solutions
Missouri
$785K +$178K +3,516 +29%
BFW
636
Brady Family Wealth
Missouri
$784K +$53K +1,045 +7%
RBFC
637
Roman Butler Fullerton & Co
Missouri
$776K +$155K +3,071 +25%
PGAM
638
Princeton Global Asset Management
New Jersey
$775K +$203 +4 +0%
LSPW
639
Lake Street Private Wealth
Illinois
$765K -$65.4K -1,289 -8%
EAM
640
Evanson Asset Management
California
$761K – – –
WIA
641
World Investment Advisors
California
$759K -$81.9K -1,615 -10%
PCM
642
Pennsylvania Capital Management
Pennsylvania
$757K -$164K -3,240 -18%
EA
643
Ellsworth Advisors
Ohio
$754K -$759K -14,961 -50%
PP
644
Patten & Patten
Tennessee
$748K +$292K +5,750 +64%
CWMS
645
Cannon Wealth Management Services
North Carolina
$746K +$746K +14,705 New
ATC
646
Argent Trust Co
Tennessee
$744K +$744K +14,666 New
FHC
647
First Heartland Consultants
Missouri
$739K +$27.2K +537 +4%
CPL
648
CAP Partners LLC
Tennessee
$736K +$81.1K +1,599 +12%
WC
649
Waterloo Capital
Texas
$735K -$93.7K -1,846 -11%
MSAM
650
Moloney Securities Asset Management
Missouri
$733K -$27K -532 -4%
24 25
26
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