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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 %
PG
851
Proffitt & Goodson
Tennessee
$237K -$4.95K -98 -2%
SFA
852
Source Financial Advisors
New York
$236K -$259K -5,133 -52%
IA
853
IFG Advisors
Missouri
$236K – – –
LJHT
854
Laurie J. Hall Trustee
$234K – – –
MFC
855
Morris Financial Concepts
South Carolina
$233K -$15.7K -312 -6%
HWA
856
HHM Wealth Advisors
Tennessee
$232K – – –
QPWM
857
Quadrant Private Wealth Management
Pennsylvania
$231K -$112K -2,215 -33%
CRC
858
Curi RMB Capital
Illinois
$228K -$25.6K -508 -10%
FW
859
FullCircle Wealth
Texas
$227K +$227K +4,487 New
ACP
860
Aveo Capital Partners
Colorado
$225K -$72.9K -1,445 -25%
LFG
861
Larson Financial Group
Missouri
$224K +$87.7K +1,737 +64%
JAG
862
Journey Advisory Group
Kentucky
$223K -$416K -8,240 -65%
PFP
863
Pinnacle Financial Partners
Tennessee
$220K +$11K +217 +5%
DPI
864
Diversified Portfolios Inc
Michigan
$220K +$220K +4,362 New
SA
865
SpiderRock Advisors
Delaware
$220K +$220K +4,357 New
FSG
866
Financial Strategies Group
Michigan
$218K -$52K -1,032 -19%
PA
867
Pinnacle Associates
New York
$218K -$45.8K -908 -17%
PWMAG
868
Pinnacle Wealth Management Advisory Group
New Jersey
$218K -$45.8K -908 -17%
RMDI
869
R.M. Davis Inc
Maine
$217K +$217K +4,300 New
IA
870
Inspire Advisors
Idaho
$216K +$216K +4,270 New
PGF
871
Plan Group Financial
Oklahoma
$213K -$6.81K -135 -3%
BSSFA
872
Baron Silver Stevens Financial Advisors
Florida
$212K +$212K +4,207 New
FOA
873
Five Oceans Advisors
California
$212K +$3.23K +64 +2%
GFA
874
Gallagher Fiduciary Advisors
Illinois
$212K +$212K +4,197 New
HKAM
875
Horizon Kinetics Asset Management
New York
$211K – – –
33 34
35
36 37