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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 %
LPAM
676
Lodestar Private Asset Management
California
$636K -$44.3K -873 -7%
WOSD
677
WFA of San Diego
California
$634K -$211K -4,166 -25%
WJWM
678
Williams Jones Wealth Management
New York
$629K – – –
FA
679
Fiduciary Alliance
South Carolina
$628K -$35.9K -707 -5%
AWC
680
Adamsbrown Wealth Consultants
Kansas
$614K +$345K +6,793 +128%
AIM
681
Alhambra Investment Management
Florida
$612K -$63.4K -1,250 -9%
SWM
682
Seed Wealth Management
Illinois
$609K +$609K +12,000 New
BMWM
683
Brown Miller Wealth Management
Virginia
$609K -$270K -5,324 -31%
PCA
684
Pallas Capital Advisors
Massachusetts
$607K -$10.5K -207 -2%
TFA
685
Tobias Financial Advisors
Florida
$604K -$31.8K -627 -5%
SAM
686
SignalPoint Asset Management
Missouri
$596K +$22.6K +446 +4%
WP
687
WealthShield Partners
North Carolina
$592K -$33K -651 -5%
AWM
688
Atticus Wealth Management
Florida
$591K -$3.74M -73,706 -86%
RFN
689
Redwood Financial Network
Ohio
$587K -$47.2K -931 -7%
FM
690
Family Management
New York
$584K -$1.25M -24,597 -68%
TW
691
Transform Wealth
Colorado
$584K +$29.9K +589 +5%
TCWM
692
Total Clarity Wealth Management
Illinois
$580K -$57.1K -1,125 -9%
RJT
693
Raymond James Trust
Florida
$575K -$45K -887 -7%
PA
694
Prossimo Advisors
California
$571K – – –
SIM
695
Stratos Investment Management
Ohio
$558K +$116K +2,285 +26%
CAG
696
Csenge Advisory Group
Florida
$557K +$63.8K +1,262 +13%
NFG
697
Nations Financial Group
Iowa
$548K +$275K +5,428 +101%
MWM
698
Mittelman Wealth Management
Massachusetts
$546K +$133K +2,621 +32%
4WM
699
49 Wealth Management
Texas
$545K +$53.1K +1,047 +11%
EFG
700
Ethos Financial Group
Pennsylvania
$542K -$171K -3,369 -24%
26 27
28
29 30