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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 %
AHIA
751
Andrew Hill Investment Advisors
Florida
$424K -$4.85K -96 -1%
SF
752
Slagle Financial
Illinois
$419K -$9.54K -189 -2%
TSS
753
Two Sigma Securities
New York
$414K +$414K +8,197 New
LF
754
Lee Financial
Texas
$412K – – –
MWM
755
Mittelman Wealth Management
Massachusetts
$411K -$62.3K -1,235 -13%
ES
756
ETF Store
Kansas
$406K -$210K -4,162 -34%
CPA
757
Capital Planning Advisors
California
$406K – – –
MMM
758
Mendel Money Management
Illinois
$405K – – –
SC
759
Summa Corp
Texas
$404K – – –
CCIA
760
Cherry Creek Investment Advisors
Colorado
$400K +$303 +6 +0.1%
NB
761
NBT Bank
New York
$400K -$18.4K -364 -4%
BFIM
762
Beese Fulmer Investment Management
Ohio
$396K -$12.6K -250 -3%
BWM
763
BlackDiamond Wealth Management
New York
$392K +$49.6K +983 +14%
LW
764
Linscomb Wealth
Texas
$391K +$1.87K +37 +0.5%
SB
765
Sunflower Bank
Texas
$390K – – –
OHWA
766
Oak Hill Wealth Advisors
Virginia
$385K +$385K +7,638 New
GAM
767
GEM Asset Management
Michigan
$384K – – –
BWM
768
BKM Wealth Management
Wisconsin
$383K -$1.72K -34 -0.4%
KW
769
KWB Wealth
California
$381K – – –
MC
770
Moors & Cabot
Massachusetts
$380K -$204K -4,051 -35%
PB
771
Pinnacle Bancorp
Nebraska
$379K – – –
AWM
772
Accurate Wealth Management
Florida
$374K +$374K +7,422 New
CSPIA
773
Cary Street Partners Investment Advisory
Virginia
$374K -$25.2K -500 -6%
AMIM
774
Aull & Monroe Investment Management
Alabama
$368K -$85.3K -1,690 -19%
PWM
775
Prentice Wealth Management
New York
$362K -$325K -6,431 -47%
29 30
31
32 33