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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 %
SIAG
776
Safeguard Investment Advisory Group
California
$361K +$361K +7,149 New
TPWM
777
Twelve Points Wealth Management
Massachusetts
$360K -$121K -2,400 -25%
EWM
778
EPG Wealth Management
Georgia
$359K -$375K -7,439 Closed
BFWA
779
Benchmark Financial Wealth Advisors
Florida
$358K +$4.74K +94 +1%
FWM
780
FMA Wealth Management
Massachusetts
$356K +$356K +7,048 New
FGA
781
Fortis Group Advisors
New Jersey
$355K +$355K +7,036 New
KOC
782
Koss-Olinger Consulting
Florida
$352K +$352K +6,984 New
PCG
783
Prosperity Consulting Group
Maryland
$348K -$328K -6,495 -48%
AG
784
Ascent Group
Virginia
$339K -$21.8K -431 -6%
PWS
785
Private Wealth Strategies
Ohio
$336K +$4.24K +84 +1%
AllianceBernstein
786
AllianceBernstein
Tennessee
$334K +$334K +6,625 New
CIBC World Market
787
CIBC World Market
Ontario, Canada
$331K -$96.3K -1,910 -23%
GF
788
Gries Financial
Ohio
$330K -$762K -15,098 -70%
CPA
789
Clear Point Advisors
New York
$329K -$21.7K -429 -6%
SMC
790
Smith, Moore & Co
Missouri
$327K -$174K -3,456 -35%
ICP
791
Ironvine Capital Partners
Nebraska
$325K – – –
SFS
792
Security Financial Services
Indiana
$325K -$2.57K -51 -0.8%
GT
793
Glenview Trust
Kentucky
$324K -$505 -10 -0.2%
EWA
794
Etesian Wealth Advisors
Oregon
$322K +$10.8K +213 +3%
GFS
795
GYL Financial Synergies
Connecticut
$321K +$39.6K +785 +14%
OWM
796
Opes Wealth Management
California
$320K -$140K -2,780 -30%
HTC
797
Haverford Trust Company
Pennsylvania
$320K – – –
SIA
798
SkyView Investment Advisors
New Jersey
$318K -$31.4K -623 -9%
APIM
799
Agate Pass Investment Management
Washington
$317K -$55.5K -1,100 -15%
Bank of Nova Scotia
800
Bank of Nova Scotia
Ontario, Canada
$315K +$315K +6,232 New
30 31
32
33 34