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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 %
WT
926
Whittier Trust
California
$50.5K – – –
CBT
927
Central Bank & Trust
Kentucky
$50.5K +$50.5K +1,000 New
SS
928
Sunbelt Securities
Texas
$50.1K +$808 +16 +2%
SRCM
929
Signature Resources Capital Management
California
$49.1K -$1.01K -20 -2%
NS
930
NBC Securities
Alabama
$47K – – –
FGAM
931
Financial Gravity Asset Management
Texas
$46.8K -$111K -2,204 -70%
KFI
932
Key Financial Inc
Pennsylvania
$45.9K -$40.4K -800 -47%
PCWA
933
Pacific Capital Wealth Advisors
California
$45.4K – – –
CAS
934
Coppell Advisory Solutions
Texas
$44.2K +$44.2K +875 New
HDIM
935
Hanson & Doremus Investment Management
Vermont
$44K – – –
IGWM
936
ICA Group Wealth Management
Colorado
$43.6K -$126K -2,490 -74%
LWCFA
937
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.2K – – –
IRC
938
Investors Research Corp
Georgia
$41.8K +$41.8K +828 New
Bessemer Group
939
Bessemer Group
New Jersey
$40K – – –
TLA
940
Tanglewood Legacy Advisors
Texas
$39.1K – – –
PPA
941
Painted Porch Advisors
California
$38.7K +$38.7K +766 New
PCM
942
Perritt Capital Management
Illinois
$36.6K +$505 +10 +1%
GWSG
943
GPS Wealth Strategies Group
Colorado
$36.6K +$252 +5 +0.7%
LWM
944
Liberty Wealth Management
California
$35K +$35K +35,127 New
MFG
945
Mendota Financial Group
Wisconsin
$33.7K – – –
TWP
946
Triad Wealth Partners
Kansas
$32.2K +$32.2K +638 New
EWM
947
Evermay Wealth Management
Virginia
$32K -$1.06K -21 -3%
AI
948
Arvest Investments
Arkansas
$30.9K -$44.2K -876 -59%
HFA
949
Hershey Financial Advisers
Pennsylvania
$30.4K +$30.4K +603 New
LI
950
LRI Investments
Florida
$30.3K +$30.3K +600 New
36 37
38
39 40