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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 Market Value Shares Shares
Change 		Shares
Change %
AC
101
Avestar Capital
New York
$21.9M 434,003 -52,831 -11%
HI
102
Harbour Investments
Wisconsin
$21.8M 432,107 -83,831 -16%
CG
103
Clarus Group
Texas
$21.6M 427,128 +427,128 New
WAM
104
Weatherly Asset Management
California
$21.4M 424,079 +6,176 +1%
TNB
105
Thomasville National Bank
Georgia
$21.2M 420,639 +9,768 +2%
CAAS
106
Capital Asset Advisory Services
Michigan
$21.2M 421,591 +81,266 +24%
IWMWV
107
Ironwood Wealth Management (West Virginia)
West Virginia
$21.2M 419,976 +7,907 +2%
SW
108
StrongBox Wealth
Missouri
$21M 416,563 +52,637 +14%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$20.7M 409,418 -26,865 -6%
PWG
110
Portside Wealth Group
Utah
$20.2M 400,597 +983 +0.2%
MWM
111
Mascoma Wealth Management
New Hampshire
$20M 396,397 +9,831 +3%
Citadel Advisors
112
Citadel Advisors
Florida
$20M 395,490 -184,812 -32%
IA
113
IFP Advisors
Florida
$19.9M 395,056 +107,654 +37%
Focus Partners Wealth
114
Focus Partners Wealth
Massachusetts
$19.9M 393,490 +393,490 New
SLWA
115
San Luis Wealth Advisors
California
$19.6M 387,751 +109,441 +39%
CG
116
Cynosure Group
Utah
$19.6M 387,468 -19,863 -5%
RCM
117
Requisite Capital Management
Texas
$19.3M 382,857 -95,516 -20%
MAM
118
McCarthy Asset Management
California
$19.1M 377,461 -246,134 -39%
PI
119
Parkside Investments
Illinois
$18.7M 371,065 -292,900 -44%
RCM
120
Ridgepath Capital Management
Tennessee
$18.5M 367,213 -77,913 -18%
AIA
121
Arbor Investment Advisors
North Carolina
$18.3M 362,491 +7,474 +2%
AFG
122
Albion Financial Group
Utah
$18.1M 359,532 +5,828 +2%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.1M 358,942 -61,132 -15%
IA
124
IMZ Advisory
Florida
$18M 357,112 +10,292 +3%
SWP
125
Summit Wealth Partners
Florida
$17.8M 352,826 +3,140 +0.9%
3 4
5
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