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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

950 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 375 increasing their positions, 422 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-15
Holders Change %
-1.55%
% of All Funds
13.77%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.04%
New
72
Increased
375
Reduced
422
Closed
70
Calls
–
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.31B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$90.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$244M
4
Betterment LLC
Betterment LLC
New York
$236M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.74B
2
Jane Street
Jane Street
New York
$0
3
Bank of America
Bank of America
North Carolina
$731M
4
Goldman Sachs
Goldman Sachs
New York
$1.44M
5
Cerity Partners
Cerity Partners
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
701
Gratus Capital
Georgia
$513K +$10.1K +201 +2%
CSIA
702
Charles Schwab Investment Advisory
California
$507K -$34.5K -684 -6%
SMC
703
Smith, Moore & Co
Missouri
$501K +$1.41K +28 +0.3%
SFA
704
Source Financial Advisors
New York
$495K +$495K +9,818 New
GPA
705
Guerra Pan Advisors
New Jersey
$493K -$116K -2,300 -19%
RFA
706
Resurgent Financial Advisors
Georgia
$486K +$285K +5,647 +141%
LSIA
707
LaSalle St. Investment Advisors
Illinois
$484K -$371K -7,371 -43%
RSWM
708
Robertson Stephens Wealth Management
California
$483K +$197K +3,905 +69%
TPWM
709
Twelve Points Wealth Management
Massachusetts
$481K -$55.5K -1,100 -10%
BWM
710
Birchcreek Wealth Management
Ohio
$476K +$3.53K +70 +0.7%
PFA
711
Pathway Financial Advisors
Vermont
$475K +$137K +2,715 +41%
MWM
712
Mittelman Wealth Management
Massachusetts
$473K +$473K +9,379 New
KSWA
713
Kathleen S. Wright Associates
Pennsylvania
$470K +$11.4K +226 +2%
PP
714
Patten & Patten
Tennessee
$469K +$469K +9,301 New
SNB
715
Security National Bank
Nebraska
$468K -$29.4K -582 -6%
OWM
716
Opes Wealth Management
California
$461K – – –
AMIM
717
Aull & Monroe Investment Management
Alabama
$453K – – –
IIM
718
InTrack Investment Management
Vermont
$443K -$54.6K -1,083 -11%
SB
719
Strategic Blueprint
Georgia
$442K +$206K +4,091 +88%
EWM
720
Executive Wealth Management
Michigan
$439K +$19.6K +391 +5%
HL
721
HeadInvest LLC
Maine
$438K -$475K -9,408 -52%
VWA
722
Visionary Wealth Advisors
Illinois
$437K -$1.01K -20 -0.2%
SWP
723
Significant Wealth Partners
Illinois
$435K +$435K +8,616 New
LLWM
724
Life Line Wealth Management
California
$434K +$5.7K +113 +1%
MFG
725
Merit Financial Group
Georgia
$430K -$215K -4,286 -33%
27 28
29
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