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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 %
PA
876
Planning Alternatives
Michigan
$210K – – –
AG
877
Advocate Group
Minnesota
$208K +$208K +4,130 New
RFC
878
Regions Financial Corp
Alabama
$208K -$40.9K -810 -16%
KIA
879
Kraematon Investment Advisors
Massachusetts
$206K +$707 +14 +0.3%
WIA
880
Westbourne Investment Advisors
Maryland
$206K -$36.7K -725 -15%
MWA
881
Muirfield Wealth Advisors
North Carolina
$203K +$203K +4,027 New
FA
882
Financial Alternatives
California
$202K – – –
FRA
883
Front Row Advisors
California
$202K – – –
AWM
884
Angeles Wealth Management
California
$202K – – –
MWM
885
Modern Wealth Management
Kansas
$201K +$201K +3,980 New
BC
886
Barrett & Company
Rhode Island
$185K – – –
PNC Financial Services Group
887
PNC Financial Services Group
Pennsylvania
$181K +$40.1K +794 +28%
NP
888
NorthRock Partners
Minnesota
$177K -$71.1K -1,409 -29%
IHWM
889
Iron Horse Wealth Management
Iowa
$171K -$6.11K -121 -3%
DJSG
890
D.J. St. Germain
Massachusetts
$169K +$166K +3,295 +5,991%
FCT
891
Family Capital Trust
Massachusetts
$166K +$166K +3,287 New
LOIP
892
Live Oak Investment Partners
Texas
$166K – – –
OCM
893
Orion Capital Management
California
$162K -$62.1K -1,231 -28%
FHA
894
First Horizon Advisors
Tennessee
$162K +$25.2K +500 +19%
TFA
895
Toth Financial Advisory
Virginia
$152K -$29.2K -578 -16%
HIA
896
Harbor Investment Advisory
Maryland
$138K -$202 -4 -0.1%
AFS
897
Annapolis Financial Services
Maryland
$134K +$134K +2,648 New
FW
898
Fairway Wealth
Ohio
$126K – – –
HCA
899
Heck Capital Advisors
Wisconsin
$122K +$5.5K +109 +5%
EWP
900
Elevation Wealth Partners
California
$117K – – –
34 35
36
37 38