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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 %
LNWWM
1001
Laird Norton Wetherby Wealth Management
California
– -$1.13M -22,300 Closed
BSW
1002
Buckingham Strategic Wealth
Missouri
– -$875K -17,341 Closed
CCA
1003
Clearwater Capital Advisors
Illinois
– -$871K -17,274 Closed
CBFP
1004
Cedar Brook Financial Partners
Ohio
– -$830K -16,445 Closed
SPI
1005
Sutton Place Investors
New York
– -$714K -14,154 Closed
LAS
1006
Lloyd Advisory Services
Georgia
– -$579K -11,472 Closed
CGA
1007
Crescent Grove Advisors
Illinois
– -$567K -11,243 Closed
WAOI
1008
Wealth Advisors of Iowa
Iowa
– -$560K -11,098 Closed
PCM
1009
Presidio Capital Management
California
– -$530K -10,500 Closed
CSIA
1010
Charles Schwab Investment Advisory
California
– -$507K -10,042 Closed
BWM
1011
Birchcreek Wealth Management
Ohio
– -$476K -9,439 Closed
SWP
1012
Significant Wealth Partners
Illinois
– -$435K -8,616 Closed
BAM
1013
BTS Asset Management
Massachusetts
– -$357K -7,081 Closed
AWM
1014
Adams Wealth Management
Utah
– -$357K -7,072 Closed
TA
1015
TFB Advisors
Kansas
– -$319K -6,361 Closed
SFG
1016
Sterling Financial Group
California
– -$316K -6,270 Closed
CF
1017
Clarity Financial
Texas
– -$299K -5,917 Closed
SWP
1018
Semus Wealth Partners
Florida
– -$283K -5,603 Closed
BC
1019
Brio Consultants
California
– -$265K -5,260 Closed
AGWCA
1020
Annis Gardner Whiting Capital Advisors
Florida
– -$252K -5,000 Closed
BRA
1021
Biechele Royce Advisors
Indiana
– -$243K -4,797 Closed
HSWM
1022
Hubbell Strickland Wealth Management
Louisiana
– -$237K -4,706 Closed
MGIA
1023
Moneta Group Investment Advisors
Missouri
– -$229K -4,543 Closed
BA
1024
Bluesphere Advisors
Pennsylvania
– -$227K -4,509 Closed
BBA
1025
Braun-Bostich & Associates
Pennsylvania
– -$219K -4,350 Closed
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