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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

950 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 375 increasing their positions, 422 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
-15
Holders Change %
-1.55%
% of All Funds
13.77%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.04%
New
72
Increased
375
Reduced
422
Closed
70
Calls
–
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.31B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$90.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$244M
4
Betterment LLC
4
Betterment LLC
New York
$236M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.74B
2
Jane Street
2
Jane Street
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$731M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.44M
5
Cerity Partners
5
Cerity Partners
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
1001
Gill Capital Partners
Colorado
– -$223K -4,430 Closed
AWAP
1002
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$221K -4,401 Closed
AHC
1003
Anderson Hoagland & Co
Missouri
– -$212K -4,215 Closed
CWM
1004
Curi Wealth Management
North Carolina
– -$207K -4,128 Closed
CFO
1005
Collective Family Office
Pennsylvania
– -$204K -4,059 Closed
RDFA
1006
Ritter Daniher Financial Advisory
Ohio
– -$117K -2,335 Closed
HCP
1007
Hexagon Capital Partners
Arkansas
– -$81.6K -1,625 Closed
TFG
1008
Team Financial Group
California
– -$67.3K -1,340 Closed
SFA
1009
Semmax Financial Advisors
North Carolina
– -$44.8K -891 Closed
CA
1010
Clearstead Advisors
Ohio
– -$40K -796 Closed
CW
1011
Cooksen Wealth
Texas
– -$35.8K -712 Closed
RCM
1012
Raleigh Capital Management
North Carolina
– -$33.5K -667 Closed
SPIS
1013
Steward Partners Investment Solutions
Oregon
– -$20.3K -405 Closed
HF
1014
Halpern Financial
Virginia
– -$14.8K -294 Closed
NFA
1015
Northwest Financial Advisors
Virginia
– -$6.96K -139 Closed
SA
1016
Scarborough Advisors
Maryland
– -$5.68K -113 Closed
CFB
1017
Cullen/Frost Bankers
Texas
– -$2.01K -40 Closed
TVAMP
1018
Tennessee Valley Asset Management Partners
Tennessee
– -$1.76K -35 Closed
GA
1019
GoalVest Advisory
New York
– -$1.46K -29 Closed
LC
1020
Lindbrook Capital
California
– -$1.01K -20 Closed
GWSA
1021
Global Wealth Strategies & Associates
Colorado
– -$7 – –
SAG
1022
SageView Advisory Group
California
– -$2.54M – –
SAM
1023
Smartleaf Asset Management
Massachusetts
– -$7 – –
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