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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 %
NFG
826
Nations Financial Group
Iowa
$272K -$252K -5,002 -48%
Koshinski Asset Management
827
Koshinski Asset Management
Illinois
$271K +$271K +5,388 New
VCP
828
Verus Capital Partners
Arizona
$270K -$24.7K -489 -8%
EIP
829
Ellis Investment Partners
Pennsylvania
$269K -$134K -2,659 -33%
FLPIM
830
F.L. Putnam Investment Management
Massachusetts
$269K -$9.94K -197 -4%
TW
831
TritonPoint Wealth
Maryland
$269K -$3.03K -60 -1%
AWC
832
Adamsbrown Wealth Consultants
Kansas
$268K +$268K +5,308 New
BBHC
833
Brown Brothers Harriman & Co
New York
$265K +$265K +5,245 New
AOG
834
Alpha Omega Group
Virginia
$264K +$16.2K +320 +7%
EA
835
Everpar Advisors
Oklahoma
$263K – – –
EWS
836
Evergreen Wealth Solutions
Pennsylvania
$257K -$19.9K -394 -7%
SCA
837
Snowden Capital Advisors
New York
$257K +$1.57K +31 +0.6%
AAS
838
Asset Allocation Strategies
Michigan
$253K +$44.8K +887 +22%
CWM
839
Congress Wealth Management
Massachusetts
$252K -$88.8K -1,759 -26%
CAM
840
Concorde Asset Management
Michigan
$252K +$252K +4,993 New
AWM
841
Avior Wealth Management
Nebraska
$250K -$982K -19,463 -80%
SIMG
842
Sonora Investment Management Group
Arizona
$250K – – –
GC
843
Grimes & Company
Massachusetts
$250K -$566K -11,213 -69%
OMC
844
Old Mission Capital
Illinois
$247K -$4.96M -98,181 -95%
HIS
845
Harvest Investment Services
Illinois
$246K +$34.9K +692 +17%
JMFC
846
J.M. Forbes & Co
Massachusetts
$244K – – –
TB
847
Terril Brothers
Missouri
$242K – – –
AFG
848
Atomi Financial Group
New York
$242K -$184K -3,640 -43%
HPFG
849
Hart & Patterson Financial Group
Massachusetts
$238K +$1.62K +32 +0.7%
NFSG
850
Newbridge Financial Services Group
Florida
$238K -$190K -3,767 -44%
32 33
34
35 36