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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.

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
1
JPMorgan Chase & Co
New York
$2.94B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.83B
3
LPL Financial
3
LPL Financial
California
$524M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$58.1M
5
SWM
5
Spire Wealth Management
Virginia
$76.5M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
RJA
2
Raymond James & Associates
Florida
$50.1M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$26.3M
4
MWM
4
Magnolia Wealth Management
Alabama
$0
5
BTWM
5
Baker Tilly Wealth Management
Wisconsin
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
1026
Personal CFO Solutions
New Jersey
– -$217K -4,304 Closed
KIG
1027
Kennedy Investment Group
New Jersey
– -$216K -4,276 Closed
PS
1028
Planned Solutions
California
– -$203K -4,025 Closed
FAT
1029
First American Trust
California
– -$203K -4,022 Closed
DWT
1030
Dorsey & Whitney Trust
South Dakota
– -$202K -4,000 Closed
CWG
1031
Cornerstone Wealth Group
North Carolina
– -$202K -4,000 Closed
MIM
1032
Macroview Investment Management
Maryland
– -$85K -1,685 Closed
VL
1033
Vima LLC
Michigan
– -$72.4K -1,438 Closed
MFA
1034
McClarren Financial Advisors
Pennsylvania
– -$70K -1,375 Closed
BCM
1035
Barometer Capital Management
Ontario, Canada
– -$44.7K -890 Closed
NSIM
1036
North Star Investment Management
Illinois
– -$24.2K -479 Closed
LF
1037
LifeSteps Financial
California
– -$23.7K -470 Closed
LWANC
1038
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$19.8K -392 Closed
MAWCM
1039
Mine & Arao Wealth Creation & Management
California
– -$14.8K -294 Closed
S
1040
Sachetta
Massachusetts
– -$14.2K -283 Closed
TPCW
1041
TD Private Client Wealth
New York
– -$9.69K -192 Closed
ACA
1042
American Capital Advisory
Idaho
– -$5.64K -112 Closed
T
1043
Tidemark
California
– -$2.32K -46 Closed
C
1044
Covestor
United Kingdom
– -$2K -36 Closed
BIM
1045
Breakwater Investment Management
Washington
– -$555 -11 Closed
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