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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 %
RSWM
726
Robertson Stephens Wealth Management
California
$483K – – –
KSWA
727
Kathleen S. Wright Associates
Pennsylvania
$480K +$10.4K +206 +2%
NEPWA
728
New England Private Wealth Advisors
Massachusetts
$480K +$480K +9,513 New
WEG
729
World Equity Group
Illinois
$480K +$480K +9,505 New
BWM
730
BCGM Wealth Management
Indiana
$479K -$114K -2,263 -19%
NWMG
731
National Wealth Management Group
Ohio
$476K -$184K -3,640 -28%
TCA
732
Transcend Capital Advisors
New Jersey
$470K +$193K +3,821 +70%
CFGS
733
Concourse Financial Group Securities
Alabama
$469K +$38.4K +760 +9%
EWM
734
Executive Wealth Management
Michigan
$464K +$23.3K +462 +5%
PAS
735
Park Avenue Securities
New York
$463K +$204K +4,036 +79%
LWL
736
Leo Wealth LLC
Texas
$457K -$767K -15,273 -63%
ETIA
737
Epic Trust Investment Advisors
Washington
$456K -$120K -2,377 -21%
PP
738
Patten & Patten
Tennessee
$454K -$15.1K -300 -3%
IIM
739
InTrack Investment Management
Vermont
$454K +$10.5K +209 +2%
ACA
740
Atlas Capital Advisors
Wyoming
$453K +$453K +8,983 New
LSA
741
L & S Advisors
California
$451K +$451K +8,931 New
ATS
742
Ashton Thomas Securities
New York
$444K +$444K +20,710 New
SIM
743
Stratos Investment Management
Ohio
$440K +$98.2K +1,946 +29%
LLWM
744
Life Line Wealth Management
California
$440K +$5.8K +115 +1%
SFC
745
Strategic Financial Concepts
Texas
$437K +$413K +324,967 +1,742%
NC
746
NewSquare Capital
Pennsylvania
$435K +$49.5K +980 +13%
FF
747
Fluent Financial
Texas
$433K +$433K +8,578 New
CB
748
Cadence Bank
Mississippi
$429K +$10.1K +200 +2%
SPFA
749
Summit Place Financial Advisors
New Jersey
$427K +$140K +2,778 +49%
PFA
750
Pathway Financial Advisors
Vermont
$426K -$48.4K -959 -10%
28 29
30
31 32