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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

950 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 375 increasing their positions, 422 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-15
Holders Change %
-1.55%
% of All Funds
13.77%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.04%
New
72
Increased
375
Reduced
422
Closed
70
Calls
–
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.31B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$90.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$244M
4
Betterment LLC
Betterment LLC
New York
$236M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.74B
2
Jane Street
Jane Street
New York
$0
3
Bank of America
Bank of America
North Carolina
$731M
4
Goldman Sachs
Goldman Sachs
New York
$1.44M
5
Cerity Partners
Cerity Partners
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
851
Dorsey & Whitney Trust
South Dakota
$202K – – –
FRA
852
Front Row Advisors
California
$202K – – –
CWG
853
Cornerstone Wealth Group
North Carolina
$202K – – –
AWM
854
Angeles Wealth Management
California
$202K – – –
BC
855
Barrett & Company
Rhode Island
$185K – – –
AAM
856
Advisors Asset Management
Colorado
$183K -$73.5K -1,457 -29%
TFA
857
Toth Financial Advisory
Virginia
$182K +$1.16K +23 +0.6%
IHWM
858
Iron Horse Wealth Management
Iowa
$177K -$117K -2,313 -40%
IGWM
859
ICA Group Wealth Management
Colorado
$169K +$97.4K +1,930 +136%
FGAM
860
Financial Gravity Asset Management
Texas
$158K -$7.01M -139,392 -98%
RG
861
Retirement Group
California
$153K – – –
RWA
862
Redmont Wealth Advisors
Illinois
$151K -$977K -19,363 -87%
PNC Financial Services Group
863
PNC Financial Services Group
Pennsylvania
$141K -$75.7K -1,500 -35%
HIA
864
Harbor Investment Advisory
Maryland
$138K -$21.1K -419 -13%
LFG
865
Larson Financial Group
Missouri
$137K +$1.16K +23 +0.9%
FHA
866
First Horizon Advisors
Tennessee
$136K -$42.9K -850 -24%
ACM
867
Anfield Capital Management
California
$127K -$137K -2,714 -52%
FW
868
Fairway Wealth
Ohio
$126K +$50.1K +993 +66%
EWP
869
Elevation Wealth Partners
California
$117K -$100K -1,995 -46%
HCA
870
Heck Capital Advisors
Wisconsin
$117K +$12.7K +252 +12%
SWA
871
SOA Wealth Advisors
New York
$107K – – –
AIM
872
Acropolis Investment Management
Missouri
$105K +$1.36K +27 +1%
CIBC Private Wealth Group
873
CIBC Private Wealth Group
Georgia
$102K +$102K +2,033 New
MM
874
Main Management
California
$99K – – –
SMA
875
Sage Mountain Advisors
Georgia
$95.4K – – –
33 34
35
36 37