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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 %
MCM
876
MidAtlantic Capital Management
Virginia
$161K +$78K +1,538 +94%
IHWM
877
Iron Horse Wealth Management
Iowa
$156K -$15.5K -305 -9%
TFA
878
Toth Financial Advisory
Virginia
$154K +$1.17K +23 +0.8%
AWM
879
Avior Wealth Management
Nebraska
$136K -$116K -2,281 -46%
PFP
880
Pinnacle Financial Partners
Tennessee
$135K -$86.3K -1,701 -39%
AFS
881
Annapolis Financial Services
Maryland
$134K – – –
HIA
882
Harbor Investment Advisory
Maryland
$128K -$11.2K -220 -8%
SAM
883
Sectoral Asset Management
Quebec, Canada
$127K +$127K +2,500 New
FW
884
Fairway Wealth
Ohio
$126K – – –
PNC Financial Services Group
885
PNC Financial Services Group
Pennsylvania
$116K -$66.4K -1,309 -36%
CA
886
Clearstead Advisors
Ohio
$115K – – –
PS
887
Planned Solutions
California
$115K +$115K +2,260 New
AIM
888
Acropolis Investment Management
Missouri
$107K +$1.42K +28 +1%
HPC
889
HM Payson & Co
Maine
$106K – – –
SWA
890
SOA Wealth Advisors
New York
$105K – – –
AFWM
891
Abich Financial Wealth Management
Virginia
$101K – – –
MM
892
Main Management
California
$99K – – –
CIBC Private Wealth Group
893
CIBC Private Wealth Group
Georgia
$98.3K -$4.82K -95 -5%
PFBT
894
Parkside Financial Bank & Trust
Missouri
$92.4K – – –
DFA
895
DHJJ Financial Advisors
Illinois
$92.2K +$16.2K +320 +21%
AIC
896
Archer Investment Corporation
Indiana
$91.5K – – –
WWM
897
Wagner Wealth Management
South Carolina
$85.9K +$56.1K +1,106 +188%
TSMHT
898
Thurston Springer Miller Herd & Titak
Indiana
$85.9K +$60.5K +1,192 +238%
PCWA
899
Pacific Capital Wealth Advisors
California
$81.2K +$35.6K +701 +78%
CAL
900
Capital Analysts LLC
Pennsylvania
$80K -$2.07M -40,761 -96%
34 35
36
37 38