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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 %
WWM
951
Wagner Wealth Management
South Carolina
$29.6K +$29.6K +587 New
EWA
952
EverSource Wealth Advisors
Alabama
$28.6K -$8.55K -169 -23%
FPF
953
First Pacific Financial
Washington
$27.2K -$2.37K -47 -8%
GTAM
954
Global Trust Asset Management
Florida
$26.9K – – –
TSMHT
955
Thurston Springer Miller Herd & Titak
Indiana
$25.2K +$25.2K +500 New
TAM
956
Tucker Asset Management
Colorado
$21.3K +$151 +3 +0.7%
CIA
957
Cape Investment Advisory
Georgia
$20.9K – – –
GIA
958
GHP Investment Advisors
Colorado
$20.7K +$253 +5 +1%
PWA
959
Provenance Wealth Advisors
Florida
$20.1K – – –
HNB
960
Hilltop National Bank
Wyoming
$19.7K – – –
SIS
961
Sound Income Strategies
Florida
$17.1K +$101 +2 +0.6%
PP
962
PrairieView Partners
Minnesota
$16K +$1.96K +39 +14%
CFS
963
CGC Financial Services
Oregon
$15.4K -$7.72K -153 -33%
EAM
964
Eukles Asset Management
Ohio
$14.1K – – –
CJ
965
Caitlin John
Michigan
$10.1K +$10.1K +200 New
CA
966
Centerpoint Advisors
Massachusetts
$9K -$6.98K -131 -44%
JFG
967
JDM Financial Group
Texas
$8.28K – – –
PCM
968
Penserra Capital Management
California
$8K +$255 +5 +3%
MG
969
Mather Group
Illinois
$7.74K +$7.74K +154 New
CJH
970
Christopher J. Hasenberg
Wisconsin
$7.67K – – –
RWM
971
Ruedi Wealth Management
Illinois
$4.31K +$203 +4 +5%
MPWT
972
MassMutual Private Wealth & Trust
Connecticut
$4.24K +$4.24K +84 New
OA
973
Operose Advisors
Wisconsin
$3.08K – – –
BAM
974
Bellevue Asset Management
Washington
$1.74K – – –
RS
975
Rakuten Securities
Japan
$1.51K +$1.46K +29 +2,900%
37 38
39
40 41