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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
$2.94B
2
Morgan Stanley
Morgan Stanley
New York
$2.83B
3
LPL Financial
LPL Financial
California
$524M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$58.1M
5
SWM
Spire Wealth Management
Virginia
$76.5M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
RJA
Raymond James & Associates
Florida
$50.1M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$26.3M
4
MWM
Magnolia Wealth Management
Alabama
$0
5
BTWM
Baker Tilly Wealth Management
Wisconsin
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFIM
801
Client First Investment Management
Wisconsin
$313K +$40.4K +801 +15%
MA
802
Mosaic Advisors
Texas
$313K +$4.14K +82 +1%
CW
803
CreativeOne Wealth
Kansas
$313K -$69.6K -1,380 -18%
MFG
804
Merit Financial Group
Georgia
$312K -$120K -2,384 -28%
DCM
805
Dudley Capital Management
Virginia
$308K +$2.73K +54 +0.9%
BFG
806
Berger Financial Group
Minnesota
$308K -$5.15K -102 -2%
GSIAS
807
Garden State Investment Advisory Services
New Jersey
$307K -$26.1K -518 -8%
SG
808
StoneX Group
New York
$307K +$50.6K +1,003 +20%
WP
809
WealthPLAN Partners
Nebraska
$306K -$13.8K -274 -4%
Fisher Asset Management
810
Fisher Asset Management
Washington
$305K +$305K +6,038 New
GAM
811
Gemmer Asset Management
California
$303K – – –
STA
812
Summit Trail Advisors
New York
$301K +$4.8K +95 +2%
HL
813
HeadInvest LLC
Maine
$295K -$144K -2,854 -33%
IC
814
Inscription Capital
Texas
$292K +$16.5K +326 +6%
LFAS
815
Level Four Advisory Services
Texas
$291K +$291K +5,769 New
LSIA
816
LaSalle St. Investment Advisors
Illinois
$290K -$197K -3,889 -40%
SW
817
SteelPeak Wealth
California
$290K +$8.23K +163 +3%
ME
818
McIlrath & Eck
Washington
$289K +$3.28K +65 +1%
SAF
819
Smith Anglin Financial
Texas
$284K -$5.91K -117 -2%
RWA
820
Redmont Wealth Advisors
Illinois
$282K +$130K +2,579 +86%
IAP
821
Indie Asset Partners
Indiana
$281K +$1.87K +37 +0.7%
TI
822
TrueMark Investments
Illinois
$278K +$278K +5,508 New
KCM
823
Kathmere Capital Management
Pennsylvania
$275K -$2.02K -40 -0.7%
VWA
824
Visionary Wealth Advisors
Illinois
$275K -$162K -3,217 -37%
LSA
825
Lion Street Advisors
Texas
$273K +$20.2K +400 +8%
31 32
33
34 35