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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

974 hedge funds and large institutions have $18.8B invested in JPMorgan Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 421 increasing their positions, 382 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
-10
Holders Change %
-1.02%
% of All Funds
14.09%
Holding in Top 10
128
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.48%
% of All Funds
1.85%
New
78
Increased
421
Reduced
382
Closed
74
Calls
–
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.73B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$292M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$50.7M
4
Temasek Holdings
Temasek Holdings
Singapore
$50.1M
5
EFS
Econ Financial Services
Pennsylvania
$43.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$694M
2
Wells Fargo
Wells Fargo
California
$350M
3
AA
ACT Advisors
North Carolina
$1.84M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$154M
5
HOWA
Heritage Oak Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
776
Diversified Portfolios Inc
Michigan
$337K +$116K +2,281 +52%
WP
777
WealthPLAN Partners
Nebraska
$333K +$25.4K +500 +8%
SMC
778
Smith, Moore & Co
Missouri
$331K +$3.2K +63 +1%
OWM
779
Opes Wealth Management
California
$327K +$5.07K +100 +2%
ICP
780
Ironvine Capital Partners
Nebraska
$327K – – –
GT
781
Glenview Trust
Kentucky
$326K – – –
EWM
782
Executive Wealth Management
Michigan
$323K -$143K -2,824 -31%
BCA
783
Ballentine Capital Advisors
South Carolina
$323K +$323K +6,361 New
HTC
784
Haverford Trust Company
Pennsylvania
$322K – – –
GPW
785
Gentry Private Wealth
Kansas
$319K +$319K +6,293 New
MA
786
Mosaic Advisors
Texas
$319K +$4.16K +82 +1%
SFS
787
Security Financial Services
Indiana
$316K -$9.95K -196 -3%
SFG
788
Sterling Financial Group
California
$313K +$313K +6,178 New
SW
789
SteelPeak Wealth
California
$311K +$20K +394 +7%
FWM
790
FMA Wealth Management
Massachusetts
$309K -$48.8K -962 -14%
CW
791
CreativeOne Wealth
Kansas
$307K -$7.61K -150 -2%
RFC
792
Regions Financial Corp
Alabama
$306K +$96.9K +1,910 +46%
GAM
793
Gemmer Asset Management
California
$304K – – –
EWA
794
Etesian Wealth Advisors
Oregon
$304K -$20K -394 -6%
STA
795
Summit Trail Advisors
New York
$303K – – –
IA
796
Inspire Advisors
Idaho
$302K +$85.1K +1,677 +39%
RWPA
797
Richard W. Paul & Associates
Michigan
$302K -$561K -11,061 -65%
ZIMP
798
Zimmermann Investment Management & Planning
Pennsylvania
$299K -$248K -4,892 -45%
PWA
799
Physician Wealth Advisors
Utah
$297K +$297K +5,879 New
SIG
800
Spinnaker Investment Group
California
$297K +$297K +5,849 New
30 31
32
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