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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 %
CA
901
Clearstead Advisors
Ohio
$114K +$114K +2,261 New
HPC
902
HM Payson & Co
Maine
$106K -$1.77M -35,000 -94%
AIM
903
Acropolis Investment Management
Missouri
$105K +$404 +8 +0.4%
SWA
904
SOA Wealth Advisors
New York
$105K -$2.98K -59 -3%
CIBC Private Wealth Group
905
CIBC Private Wealth Group
Georgia
$102K – – –
AFWM
906
Abich Financial Wealth Management
Virginia
$101K +$101K +1,994 New
HNB
907
Huntington National Bank
Ohio
$99.3K -$89K – –
MM
908
Main Management
California
$99K – – –
SMA
909
Sage Mountain Advisors
Georgia
$95.4K – – –
PFBT
910
Parkside Financial Bank & Trust
Missouri
$92K +$92K +1,822 New
AIC
911
Archer Investment Corporation
Indiana
$91K – – –
AAM
912
Advisors Asset Management
Colorado
$87.6K -$95.2K -1,887 -52%
CPG
913
Cornerstone Planning Group
New Jersey
$85.9K +$85.5K +1,695 +21,188%
MCM
914
MidAtlantic Capital Management
Virginia
$82.5K -$8.78K -174 -10%
CSC
915
Caldwell Sutter Capital
California
$77.6K +$31.2K +618 +67%
DFA
916
DHJJ Financial Advisors
Illinois
$75.6K – – –
PA
917
PSI Advisors
Florida
$71.2K – – –
EBA
918
Eagle Bay Advisors
New York
$70K – – –
LIA
919
Lynx Investment Advisory
District of Columbia
$69.3K +$69.3K +1,373 New
WTC
920
WhitTier Trust Company
Nevada
$65.6K -$20.2K -400 -24%
GJIA
921
Glass Jacobson Investment Advisors
Maryland
$64.6K – – –
SNB
922
Security National Bank
Nebraska
$64.1K -$404K -8,000 -86%
AWM
923
Activest Wealth Management
Florida
$60.4K – – –
OSAM
924
O'Shaughnessy Asset Management
Connecticut
$58.5K +$58.5K +1,159 +115,900%
WAS
925
Winch Advisory Services
Wisconsin
$52.4K – – –
35 36
37
38 39