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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 %
BWP
976
Baldwin Wealth Partners
Massachusetts
$1.46K +$1.46K +29 New
CAM
977
Clarity Asset Management
Iowa
$1.34K +$50 +1 +4%
TC
978
Trust Company
Kansas
$1.28K – – –
KFS
979
Kelly Financial Services
Massachusetts
$1.04K -$830K -16,813 -100%
GLR
980
Great Lakes Retirement
Ohio
$978 +$978 +19 New
RIL
981
Rothschild Investment LLC
Illinois
$908 – – –
ACM
982
Anfield Capital Management
California
$808 -$126K -2,500 -99%
FHC
983
First Heartland Consultants
Missouri
$708 +$180 +3,567 +34%
OIA
984
Optimum Investment Advisors
Illinois
$555 – – –
BWL
985
Bogart Wealth LLC
Virginia
$454 – – –
BFA
986
BBJS Financial Advisors
Washington
$36 – – –
NMG
987
New Millennium Group
Utah
$31 +$31 +1 New
AWM
988
Abound Wealth Management
Tennessee
$27 +$27 +1 New
LNC
989
Lincoln National Corp
Pennsylvania
– -$36.3M -719,901 Closed
MWM
990
Magnolia Wealth Management
Alabama
– -$18.2M -361,633 Closed
EFS
991
Econ Financial Services
Pennsylvania
– -$8.67M -171,869 Closed
ACA
992
Aspire Capital Advisors
Washington
– -$4.61M -91,414 Closed
FF
993
Friedenthal Financial
New Jersey
– -$4.35M -86,250 Closed
Wellington Management Group
994
Wellington Management Group
Massachusetts
– -$3.22M -63,825 Closed
WWS
995
Wellington Wealth Strategies
Indiana
– -$2.88M -57,172 Closed
Neuberger Berman Group
996
Neuberger Berman Group
New York
– -$2.56M -50,688 Closed
H
997
HoyleCohen
California
– -$1.74M -34,460 Closed
HF
998
HRT Financial
New York
– -$1.72M -34,054 Closed
PCA
999
Prosperity Capital Advisors
Ohio
– -$1.34M -26,631 Closed
WA
1000
Win Advisors
Florida
– -$1.25M -24,862 Closed
38 39
40
41 42