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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 %
RFN
676
Redwood Financial Network
Ohio
$631K -$95K -1,882 -13%
NL
677
NWAM LLC
Washington
$631K +$51.9K +1,028 +9%
Brown Advisory
678
Brown Advisory
Maryland
$630K +$73.6K +1,459 +13%
OFS
679
OneAscent Financial Services
Alabama
$627K +$627K +12,418 New
WJWM
680
Williams Jones Wealth Management
New York
$626K – – –
WP
681
WealthShield Partners
North Carolina
$621K +$2.57K +51 +0.4%
SFC
682
SYM Financial Corp
Indiana
$620K -$749K -14,842 -55%
RBFC
683
Roman Butler Fullerton & Co
Missouri
$619K +$7K +139 +1%
RJT
684
Raymond James Trust
Florida
$617K +$7.27K +144 +1%
PCA
685
Pallas Capital Advisors
Massachusetts
$616K – – –
RIA
686
Regal Investment Advisors
Michigan
$615K -$34.3K -680 -5%
CI
687
CPR Investments
Michigan
$615K +$615K +12,179 New
AFS
688
Access Financial Services
Minnesota
$614K +$8.13K +161 +1%
LAM
689
Lifestyle Asset Management
Texas
$607K -$16.4K -325 -3%
IPAM
690
Investment Partners Asset Management
New Jersey
$607K – – –
FPAS
691
Focus Partners Advisor Solutions
Missouri
$603K +$341K +6,748 +130%
TDC
692
Thompson Davis & Co
Virginia
$586K +$210K +4,161 +56%
JSW
693
Journey Strategic Wealth
New Jersey
$582K +$66.4K +1,315 +13%
SFI
694
SPC Financial Inc
Maryland
$575K -$99.2K -1,966 -15%
SAM
695
SignalPoint Asset Management
Missouri
$571K -$5.05K -100 -0.9%
RA
696
RFG Advisory
Alabama
$570K +$570K +11,291 New
FPCP
697
Fort Point Capital Partners
California
$569K -$612K -12,119 -52%
SWM
698
StoneCrest Wealth Management
Arizona
$569K -$157K -3,102 -22%
PA
699
Prossimo Advisors
California
$568K – – –
RFA
700
Resurgent Financial Advisors
Georgia
$564K +$77K +1,525 +16%
26 27
28
29 30