JPST icon

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.

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 %
VP
101
Verum Partners
North Carolina
$21.3M +$3.26M +64,677 +18%
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.2M -$4.94M -97,853 -19%
WAM
103
Weatherly Asset Management
California
$21.1M +$713K +14,123 +3%
TNB
104
Thomasville National Bank
Georgia
$20.7M -$2.77M -54,883 -12%
IWMWV
105
Ironwood Wealth Management (West Virginia)
West Virginia
$20.7M +$389K +7,733 +2%
BI
106
Bramshill Investments
Florida
$20.6M -$50.7M -1,005,544 -71%
CG
107
Cynosure Group
Utah
$20.5M +$526K +10,428 +3%
IWP
108
Insight Wealth Partners
Texas
$20.4M +$3.38M +66,995 +20%
PWG
109
Portside Wealth Group
Utah
$20.2M -$497K -9,857 -2%
CA
110
Cetera Advisors
Colorado
$20.1M +$2.05M +40,720 +11%
BTWM
111
Baker Tilly Wealth Management
Wisconsin
$19.9M +$1.23M +24,379 +7%
SF
112
Synovus Financial
Georgia
$19.5M -$1.82M -35,980 -8%
MWM
113
Mascoma Wealth Management
New Hampshire
$19.5M -$4M -79,195 -17%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$19.2M -$268K -5,322 -1%
DCM
115
Donaldson Capital Management
Indiana
$19.1M +$3.49M +69,240 +22%
NA
116
NewEdge Advisors
Louisiana
$18.6M +$3.54M +70,163 +23%
CFG
117
Citizens Financial Group
Rhode Island
$18.6M -$2.18M -43,150 -10%
SW
118
StrongBox Wealth
Missouri
$18.4M +$1.92M +38,101 +12%
MWM
119
Magnolia Wealth Management
Alabama
$18.2M +$8.61M +171,124 +90%
OC
120
Oarsman Capital
Wisconsin
$18.2M +$3.33M +66,034 +22%
AIA
121
Arbor Investment Advisors
North Carolina
$17.9M +$807K +15,996 +5%
AFG
122
Albion Financial Group
Utah
$17.8M -$186K -3,685 -1%
MOS
123
MGO One Seven
Ohio
$17.7M +$5.69M +112,737 +47%
SWP
124
Summit Wealth Partners
Florida
$17.6M +$588K +11,657 +3%
IA
125
IMZ Advisory
Florida
$17.5M +$2.26M +44,741 +15%
3 4
5
6 7