JPST icon

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
1
JPMorgan Chase & Co
New York
$3.73B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$292M
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$50.7M
4
Temasek Holdings
4
Temasek Holdings
Singapore
$50.1M
5
EFS
5
Econ Financial Services
Pennsylvania
$43.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$694M
2
Wells Fargo
2
Wells Fargo
California
$350M
3
AA
3
ACT Advisors
North Carolina
$1.84M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$154M
5
HOWA
5
Heritage Oak Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FGC
951
Financial Gravity Companies
Texas
$9.54K +$9.54K +188 New
HFS
952
Hantz Financial Services
Michigan
$9K +$9K +177 New
JFG
953
JDM Financial Group
Texas
$8.32K – – –
OWP
954
ORG Wealth Partners
Texas
$7.81K +$7.81K +154 New
RWM
955
Ruedi Wealth Management
Illinois
$5.4K +$1.07K +21 +25%
PMFA
956
Plante Moran Financial Advisors
Michigan
$4.52K +$4.52K +89 New
PPWM
957
PFG Private Wealth Management
Florida
$4.21K +$4.21K +83 New
AI
958
Arvest Investments
Arkansas
$3.2K -$27.9K -549 -90%
OA
959
Operose Advisors
Wisconsin
$3.1K – – –
CFS
960
CGC Financial Services
Oregon
$2.54K -$12.9K -255 -84%
CAM
961
Clarity Asset Management
Iowa
$2.14K +$764 +15 +56%
BAM
962
Bellevue Asset Management
Washington
$1.77K – – –
HNB
963
Huntington National Bank
Ohio
$1.57K -$99.3K – –
BWP
964
Baldwin Wealth Partners
Massachusetts
$1.47K – – –
TC
965
Trust Company
Kansas
$1.28K – – –
MG
966
Mather Group
Illinois
$1.27K -$6.55K -129 -84%
PFG
967
Peterson Financial Group
Iowa
$1.15K +$1.15K +23 New
RIL
968
Rothschild Investment LLC
Illinois
$913 – – –
ACM
969
Anfield Capital Management
California
$812 – – –
RDFA
970
Ritter Daniher Financial Advisory
Ohio
$762 +$762 +15 New
OIA
971
Optimum Investment Advisors
Illinois
$558 – – –
BWL
972
Bogart Wealth LLC
Virginia
$457 – – –
RS
973
Rakuten Securities
Japan
$406 -$1.12K -22 -73%
CPA
974
Capital Performance Advisors
California
$203 +$203 +4 New
NMG
975
New Millennium Group
Utah
$31 – – –
37 38
39
40 41