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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

974 hedge funds and large institutions have $18.8B invested in JPMorgan Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 421 increasing their positions, 382 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
-10
Holders Change %
-1.02%
% of All Funds
14.09%
Holding in Top 10
128
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.48%
% of All Funds
1.85%
New
78
Increased
421
Reduced
382
Closed
74
Calls
–
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.73B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$292M
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$50.7M
4
Temasek Holdings
4
Temasek Holdings
Singapore
$50.1M
5
EFS
5
Econ Financial Services
Pennsylvania
$43.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$694M
2
Wells Fargo
2
Wells Fargo
California
$350M
3
AA
3
ACT Advisors
North Carolina
$1.84M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$154M
5
HOWA
5
Heritage Oak Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
REMPR
126
Roof Eidam Maycock Peralta (REMP)
California
$18.4M +$4.77M +93,920 +35%
SWP
127
Summit Wealth Partners
Florida
$18.3M +$391K +7,703 +2%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.1M -$132K -2,601 -0.7%
AAS
129
Ameritas Advisory Services
Nebraska
$17.4M -$15M -296,473 -46%
RWA
130
Roberts Wealth Advisors
California
$17.2M +$711K +14,074 +4%
AF
131
Advisornet Financial
Minnesota
$17.1M +$3.57M +70,342 +26%
WA
132
Waverly Advisors
Alabama
$16.7M -$101K -1,985 -0.6%
TSW
133
Three Seasons Wealth
Utah
$16.5M +$16.5M +325,887 New
FFG
134
Frisch Financial Group
New York
$16.5M -$14.3M -281,621 -46%
RW
135
REDW Wealth
New Mexico
$16.4M +$2.34M +46,024 +17%
IWC
136
Integrated Wealth Concepts
Massachusetts
$16.1M -$756K -14,903 -4%
MIS
137
Morningstar Investment Services
Illinois
$15.9M +$806K +15,889 +5%
CFG
138
Citizens Financial Group
Rhode Island
$15.8M -$1.25M -24,727 -7%
WWWM
139
White Wing Wealth Management
Texas
$15.7M +$74.5K +1,468 +0.5%
SFA
140
Souders Financial Advisors
Ohio
$15.5M +$989K +19,500 +7%
CWM
141
Cahaba Wealth Management
Georgia
$15.4M +$645K +12,703 +4%
SHGA
142
Sand Hill Global Advisors
California
$14.9M +$6.62M +130,407 +80%
RA
143
Rockingstone Advisors
Massachusetts
$14.9M +$7.05M +138,955 +90%
AC
144
Avestar Capital
New York
$14.5M -$7.47M -147,305 -34%
RA
145
Ruggaard & Associates
Ohio
$14.5M -$67.9K -1,339 -0.5%
Comerica Bank
146
Comerica Bank
Texas
$14.4M -$347K -6,832 -2%
VWM
147
Valley Wealth Managers
New Jersey
$14.3M +$2.21M +43,639 +18%
MFP
148
Meridian Financial Partners
Virginia
$14.3M +$364K +7,168 +3%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$14.1M -$6.64M -130,934 -32%
PI
150
Parkside Investments
Illinois
$14.1M -$4.72M -92,965 -25%
4 5
6
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