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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 %
TA
776
TFB Advisors
Kansas
$319K +$319K +6,361 New
WP
777
WealthPLAN Partners
Nebraska
$319K -$10.9K -217 -3%
BFG
778
Bleakley Financial Group
New Jersey
$317K -$438K -8,689 -58%
SW
779
Simplicity Wealth
New Jersey
$317K +$317K +6,282 New
SFG
780
Sterling Financial Group
California
$316K +$316K +6,270 New
BFG
781
Berger Financial Group
Minnesota
$313K +$21.7K +430 +7%
EWA
782
Etesian Wealth Advisors
Oregon
$311K +$28.4K +562 +10%
MA
783
Mosaic Advisors
Texas
$309K +$4.09K +81 +1%
SWA
784
Strategies Wealth Advisors
Michigan
$308K -$128K -2,532 -29%
DCM
785
Dudley Capital Management
Virginia
$304K -$36K -717 -11%
GAM
786
Gemmer Asset Management
California
$303K – – –
CF
787
Clarity Financial
Texas
$299K +$299K +5,917 New
ACP
788
Aveo Capital Partners
Colorado
$296K +$296K +5,896 New
STA
789
Summit Trail Advisors
New York
$296K +$296K +5,876 New
VCP
790
Verus Capital Partners
Arizona
$294K -$49.5K -982 -14%
SAF
791
Smith Anglin Financial
Texas
$290K -$47.3K -937 -14%
SPFA
792
Summit Place Financial Advisors
New Jersey
$287K – – –
ME
793
McIlrath & Eck
Washington
$286K +$2.12K +42 +0.7%
SWP
794
Semus Wealth Partners
Florida
$283K -$59.7K -1,184 -17%
SW
795
SteelPeak Wealth
California
$281K +$281K +5,577 New
GFS
796
GYL Financial Synergies
Connecticut
$281K -$250K -4,955 -47%
TW
797
TritonPoint Wealth
Maryland
$281K -$9.28K -178 -3%
IAP
798
Indie Asset Partners
Indiana
$279K -$6.11K -121 -2%
FLPIM
799
F.L. Putnam Investment Management
Massachusetts
$278K – – –
EWS
800
Evergreen Wealth Solutions
Pennsylvania
$277K -$84.1K -1,667 -23%
30 31
32
33 34