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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 %
AP
701
Atwood & Palmer
Missouri
$539K – – –
SFG
702
Sowa Financial Group
Rhode Island
$536K -$13.9K -273 -3%
SFI
703
SPC Financial Inc
Maryland
$532K -$45.8K -902 -8%
LCWP
704
Legacy Capital Wealth Partners
Arkansas
$531K +$8.58K +169 +2%
RFA
705
Resurgent Financial Advisors
Georgia
$531K -$35.5K -700 -6%
SC
706
Slow Capital
California
$531K +$531K +10,459 New
ATS
707
Ashton Thomas Securities
New York
$527K -$524K -10,324 -50%
BEAM
708
Baker Ellis Asset Management
Washington
$523K -$25.4K -500 -5%
ISWM
709
Independent Solutions Wealth Management
New York
$521K +$521K +10,276 New
FPCP
710
Fort Point Capital Partners
California
$516K -$56.6K -1,116 -10%
MTWM
711
Masso Torrence Wealth Management
New Jersey
$511K -$5.07K -100 -1%
CWM
712
Centurion Wealth Management
Virginia
$505K +$505K +9,960 New
MC
713
Middleton & Co
Massachusetts
$498K – – –
GPA
714
Guerra Pan Advisors
New Jersey
$496K – – –
DCM
715
Dudley Capital Management
Virginia
$492K +$182K +3,594 +59%
NEPWA
716
New England Private Wealth Advisors
Massachusetts
$489K +$6.39K +126 +1%
FIC
717
Family Investment Center
Missouri
$488K -$23.6K -465 -5%
LWM
718
Lionsbridge Wealth Management
Florida
$488K -$3.61M -71,054 -88%
KSWA
719
Kathleen S. Wright Associates
Pennsylvania
$484K +$1.37K +27 +0.3%
BFG
720
Bleakley Financial Group
New Jersey
$481K -$31.2K -615 -6%
BWM
721
BCGM Wealth Management
Indiana
$473K -$8.02K -158 -2%
TCA
722
Transcend Capital Advisors
New Jersey
$472K – – –
RFA
723
Rollins Financial Advisors
New York
$471K +$471K +9,281 New
HIM
724
Harbour Investment Management
Washington
$467K +$467K +9,200 New
NC
725
NewSquare Capital
Pennsylvania
$461K +$23.5K +464 +5%
27 28
29
30 31