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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 %
AWM
701
Avaii Wealth Management
Wisconsin
$557K +$23.2K +460 +4%
RW
702
RVW Wealth
California
$555K -$227K -4,496 -29%
TW
703
Transform Wealth
Colorado
$551K +$10.1K +200 +2%
DWM
704
Drive Wealth Management
Utah
$550K -$83.6K -1,657 -13%
TPA
705
Trivium Point Advisory
Connecticut
$548K +$548K +10,853 New
SFG
706
Sowa Financial Group
Rhode Island
$547K -$295K -5,840 -35%
BEAM
707
Baker Ellis Asset Management
Washington
$546K -$75.7K -1,500 -12%
ZIMP
708
Zimmermann Investment Management & Planning
Pennsylvania
$544K -$1.41M -27,880 -72%
SCM
709
Saxony Capital Management
Missouri
$541K +$541K +10,715 New
AP
710
Atwood & Palmer
Missouri
$536K – – –
PWM
711
Prosperity Wealth Management
California
$528K -$506K -10,030 -49%
LCWP
712
Legacy Capital Wealth Partners
Arkansas
$520K +$520K +10,300 New
WI
713
Wintrust Investments
Illinois
$519K +$114K +2,263 +28%
MTWM
714
Masso Torrence Wealth Management
New Jersey
$513K -$11K -218 -2%
BFG
715
Bleakley Financial Group
New Jersey
$510K +$193K +3,821 +61%
SW
716
Simplicity Wealth
New Jersey
$510K +$193K +3,821 +61%
FIC
717
Family Investment Center
Missouri
$509K -$83.3K -1,651 -14%
HFS
718
Horizon Financial Services
North Carolina
$506K -$119K -2,365 -19%
GC
719
Gratus Capital
Georgia
$500K -$13.7K -272 -3%
MC
720
Middleton & Co
Massachusetts
$495K +$495K +9,807 New
GPA
721
Guerra Pan Advisors
New Jersey
$493K – – –
GI
722
Gradient Investments
Minnesota
$493K +$488K +9,675 +10,516%
CAG
723
Csenge Advisory Group
Florida
$492K -$66.2K -1,312 -12%
4WM
724
49 Wealth Management
Texas
$487K -$332K -6,599 -40%
PIMG
725
Patriot Investment Management Group
Tennessee
$484K -$288K -5,711 -37%
27 28
29
30 31