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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 %
WIA
751
World Investment Advisors
California
$383K -$47K -931 -11%
GAM
752
GEM Asset Management
Michigan
$383K -$88.6K -1,760 -19%
KW
753
KWB Wealth
California
$381K +$37.9K +752 +11%
PB
754
Pinnacle Bancorp
Nebraska
$378K -$166K -3,300 -31%
TDC
755
Thompson Davis & Co
Virginia
$376K +$11.6K +230 +3%
EWM
756
EPG Wealth Management
Georgia
$375K -$9.43K -187 -2%
APIM
757
Agate Pass Investment Management
Washington
$373K -$10.2K -203 -3%
AG
758
Ascent Group
Virginia
$360K -$27K -535 -7%
BAM
759
BTS Asset Management
Massachusetts
$357K +$24.3K +481 +7%
AWM
760
Adams Wealth Management
Utah
$357K +$357K +7,072 New
AWA
761
Arkadios Wealth Advisors
Georgia
$356K -$56.6K -1,122 -14%
BFWA
762
Benchmark Financial Wealth Advisors
Florida
$353K +$353K +7,004 New
CPA
763
Clear Point Advisors
New York
$350K +$198K +3,932 +131%
SIA
764
SkyView Investment Advisors
New Jersey
$349K -$17.5M -346,857 -98%
QPWM
765
Quadrant Private Wealth Management
Pennsylvania
$342K -$147K -2,911 -30%
BWM
766
BlackDiamond Wealth Management
New York
$342K – – –
SIM
767
Stratos Investment Management
Ohio
$342K +$49.7K +986 +17%
QFA
768
Quattro Financial Advisors
Texas
$341K +$339K +6,712 +13,424%
CWM
769
Congress Wealth Management
Massachusetts
$341K +$341K +6,758 New
GSIAS
770
Garden State Investment Advisory Services
New Jersey
$332K -$358K -7,118 -52%
PWS
771
Private Wealth Strategies
Ohio
$331K +$4.14K +82 +1%
SFS
772
Security Financial Services
Indiana
$327K -$85.8K -1,700 -21%
ICP
773
Ironvine Capital Partners
Nebraska
$325K – – –
GT
774
Glenview Trust
Kentucky
$325K -$202 -4 -0.1%
HTC
775
Haverford Trust Company
Pennsylvania
$320K +$320K +6,350 New
29 30
31
32 33