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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 %
ODA
801
One Degree Advisors
California
$296K +$296K +5,853 New
ME
802
McIlrath & Eck
Washington
$294K +$3.4K +67 +1%
PWM
803
Prosperity Wealth Management
California
$292K -$239K -4,702 -45%
SAF
804
Smith Anglin Financial
Texas
$288K +$3.15K +62 +1%
BFG
805
Berger Financial Group
Minnesota
$288K -$21K -414 -7%
AAS
806
Asset Allocation Strategies
Michigan
$286K +$31.9K +629 +13%
CPA
807
Clear Point Advisors
New York
$282K -$48.6K -957 -15%
PCS
808
Private Client Services
Kentucky
$280K +$280K +5,513 New
IAP
809
Indie Asset Partners
Indiana
$279K -$2.74K -54 -1%
PG
810
Proffitt & Goodson
Tennessee
$277K +$38.9K +767 +16%
CCIA
811
Cherry Creek Investment Advisors
Colorado
$277K -$125K -2,470 -31%
KCM
812
Kathmere Capital Management
Pennsylvania
$276K – – –
VWA
813
Visionary Wealth Advisors
Illinois
$274K -$2.59K -51 -0.9%
AOG
814
Alpha Omega Group
Virginia
$271K +$5.48K +108 +2%
TW
815
TritonPoint Wealth
Maryland
$270K – – –
APIM
816
Agate Pass Investment Management
Washington
$268K -$50.7K -1,000 -16%
ICMM
817
Integrated Capital Management (Michigan)
Michigan
$267K +$267K +5,257 New
CFIM
818
Client First Investment Management
Wisconsin
$264K -$51.2K -1,010 -16%
CRC
819
Curi RMB Capital
Illinois
$262K +$32.8K +647 +14%
Bank of Nova Scotia
820
Bank of Nova Scotia
Ontario, Canada
$259K -$57K -1,123 -18%
EWS
821
Evergreen Wealth Solutions
Pennsylvania
$259K – – –
MA
822
McBroom & Associates
Nevada
$257K +$257K +5,064 New
CA
823
Calton & Associates
Florida
$256K +$256K +5,045 New
NB
824
NBT Bank
New York
$255K -$146K -2,885 -36%
HWA
825
HHM Wealth Advisors
Tennessee
$254K +$20.9K +411 +9%
31 32
33
34 35