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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 %
NA
126
NewEdge Advisors
Louisiana
$17.7M -$943K -18,689 -5%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$17.6M +$2.13M +52,284 +14%
SF
128
Synovus Financial
Georgia
$17.4M -$2.12M -42,019 -11%
CFG
129
Cooper Financial Group
California
$17.1M +$1.5M +29,745 +10%
CFG
130
Citizens Financial Group
Rhode Island
$17M -$1.62M -32,000 -9%
IWC
131
Integrated Wealth Concepts
Massachusetts
$16.7M +$151K +2,987 +0.9%
WA
132
Waverly Advisors
Alabama
$16.7M +$103K +2,034 +0.6%
AC
133
Abbrea Capital
California
$16.5M +$774K +15,343 +5%
RWA
134
Roberts Wealth Advisors
California
$16.5M -$308K -6,111 -2%
CAWM
135
Capital Advisors Wealth Management
Washington
$16.4M +$2.3M +45,481 +16%
WCM
136
Wunderlich Capital Managemnt
Tennessee
$16.3M +$2.04M +40,443 +14%
HWP
137
Highline Wealth Partners
California
$15.8M +$3.84M +76,041 +32%
GFG
138
Goldstone Financial Group
Illinois
$15.6M +$2.36M +46,711 +18%
RIG
139
RiverFront Investment Group
Virginia
$15.6M -$13.3M -262,679 -46%
WWWM
140
White Wing Wealth Management
Texas
$15.5M -$609K -12,063 -4%
CA
141
CoreCap Advisors
Michigan
$15.4M +$14M +277,529 +1,016%
SW
142
SVB Wealth
Massachusetts
$15.4M -$17M -336,261 -53%
SWM
143
Schwallier Wealth Management
Michigan
$15.3M +$2.77M +54,977 +22%
FA
144
Fountainhead AM
New Jersey
$15.2M -$2.14M -42,402 -12%
MIS
145
Morningstar Investment Services
Illinois
$15M +$1.29M +25,563 +9%
Comerica Bank
146
Comerica Bank
Texas
$14.7M -$728K -14,434 -5%
JWA
147
JFS Wealth Advisors
Pennsylvania
$14.7M +$2.57M +50,991 +21%
TWM
148
TMD Wealth Management
Arizona
$14.7M +$379K +7,513 +3%
CWM
149
Cahaba Wealth Management
Georgia
$14.6M +$1.09M +21,580 +8%
RA
150
Ruggaard & Associates
Ohio
$14.5M +$256K +5,073 +2%
4 5
6
7 8