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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.

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
1
JPMorgan Chase & Co
New York
$2.94B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.83B
3
LPL Financial
3
LPL Financial
California
$524M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$58.1M
5
SWM
5
Spire Wealth Management
Virginia
$76.5M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
RJA
2
Raymond James & Associates
Florida
$50.1M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$26.3M
4
MWM
4
Magnolia Wealth Management
Alabama
$0
5
BTWM
5
Baker Tilly Wealth Management
Wisconsin
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$40.2M 796,186 -269,871 -25%
BPWM
52
Badgley Phelps Wealth Managers
Washington
$38.9M 770,202 +226,826 +42%
AOWM
53
Alpha Omega Wealth Management
Virginia
$38.3M 759,073 -14,754 -2%
MOS
54
MGO One Seven
Ohio
$36.5M 722,216 +370,811 +106%
RCG
55
Rock Creek Group
District of Columbia
$36.4M 720,938 -82,548 -10%
MC
56
McMorgan & Co
California
$35.3M 699,947 +172,065 +33%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$34.7M 688,460 +38,431 +6%
VA
58
Valmark Advisers
Ohio
$33.4M 662,286 +40,007 +6%
AA
59
ACT Advisors
North Carolina
$32.4M 641,088 +641,088 New
AAS
60
Ameritas Advisory Services
Nebraska
$32.2M 638,669 -60,178 -9%
FPIS
61
Financial Planning & Information Services
Wisconsin
$31.8M 630,940 +21,214 +3%
KAS
62
Kestra Advisory Services
Texas
$31.4M 622,989 +152,737 +32%
MA
63
Montag & Associates
Georgia
$31.3M 619,311 +2,823 +0.5%
FFG
64
Frisch Financial Group
New York
$30.6M 606,151 +167,971 +38%
AP
65
Appleton Partners
Massachusetts
$30.4M 601,940 -44,896 -7%
GG
66
Greenwood Gearhart
Arkansas
$30.2M 598,623 +1,330 +0.2%
IWP
67
Insight Wealth Partners
Texas
$29.5M 583,941 +179,408 +44%
BI
68
Bramshill Investments
Florida
$29.3M 580,797 +172,221 +42%
GPWA
69
Great Point Wealth Advisors
Massachusetts
$29.2M 578,457 +33,952 +6%
FCIM
70
Fairview Capital Investment Management
California
$29.2M 577,615 -31,633 -5%
FMP
71
Financial Management Professionals
Texas
$28.6M 566,580 +39,246 +7%
SCM
72
Sollinda Capital Management
Florida
$28.1M 557,405 -39,096 -7%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$28M 555,429 -25,924 -4%
PSIWM
74
Paradigm Strategies in Wealth Management
Minnesota
$28M 554,405 -5,469 -1%
FAM
75
Flaharty Asset Management
Florida
$27.8M 550,651 +10,152 +2%
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