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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 %
PCM
651
Parsons Capital Management
Rhode Island
$748K -$12.6K -250 -2%
CWS
652
Confluence Wealth Services
Pennsylvania
$731K +$85.4K +1,693 +13%
BFW
653
Brady Family Wealth
Missouri
$727K +$135K +2,678 +23%
SWC
654
Spectrum Wealth Counsel
Indiana
$726K – – –
RCG
655
Regatta Capital Group
California
$721K +$83K +1,644 +13%
APW
656
Acima Private Wealth
Virginia
$720K – – –
National Bank of Canada
657
National Bank of Canada
Quebec, Canada
$714K +$618K +12,246 +646%
CPW
658
Catalyst Private Wealth
California
$711K – – –
EFG
659
Ethos Financial Group
Pennsylvania
$709K -$2.37M -46,917 -77%
HZ
660
Hixon Zuercher
Ohio
$707K +$298K +5,913 +73%
CCM
661
Condor Capital Management
New Jersey
$701K -$147K -2,918 -17%
WS
662
Wedbush Securities
California
$696K -$148K -2,939 -18%
CWA
663
Core Wealth Advisors
Florida
$693K +$8.88K +176 +1%
LPAM
664
Lodestar Private Asset Management
California
$676K -$14.7K -291 -2%
MBT
665
Montecito Bank & Trust
California
$672K -$677K -13,406 -50%
AIM
666
Alhambra Investment Management
Florida
$672K -$25.2K -500 -4%
SWA
667
Strategies Wealth Advisors
Michigan
$660K +$351K +6,955 +114%
FA
668
Fiduciary Alliance
South Carolina
$657K +$80.5K +1,602 +14%
HT
669
Headlands Technologies
Illinois
$653K +$653K +12,943 New
CPL
670
CAP Partners LLC
Tennessee
$651K +$105K +2,072 +19%
VVP
671
Venture Visionary Partners
Ohio
$646K +$646K +12,800 New
BMA
672
Brooks Moore & Associates
Tennessee
$640K -$50.5K -1,000 -7%
EAM
673
Empirical Asset Management
Massachusetts
$638K +$638K +12,633 New
TCWM
674
Total Clarity Wealth Management
Illinois
$634K +$237K +4,704 +60%
TFA
675
Tobias Financial Advisors
Florida
$632K -$1.92K -38 -0.3%
25 26
27
28 29