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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
$2.31B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$90.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$244M
4
Betterment LLC
Betterment LLC
New York
$236M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.74B
2
Jane Street
Jane Street
New York
$0
3
Bank of America
Bank of America
North Carolina
$731M
4
Goldman Sachs
Goldman Sachs
New York
$1.44M
5
Cerity Partners
Cerity Partners
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
151
Dynamic Advisor Solutions
Arizona
$14M -$54.1K -1,072 -0.4%
SFA
152
Souders Financial Advisors
Ohio
$14M -$1.21M -23,975 -8%
MIS
153
Morningstar Investment Services
Illinois
$13.7M -$13.2M -261,237 -49%
MFP
154
Meridian Financial Partners
Virginia
$13.7M +$238K +4,721 +2%
CWM
155
Cahaba Wealth Management
Georgia
$13.5M +$937K +18,580 +7%
RFWA
156
RPg Family Wealth Advisory
Massachusetts
$13.5M +$476K +9,432 +4%
MMA
157
Miracle Mile Advisors
California
$13.3M -$10.7M -212,709 -45%
GFG
158
Goldstone Financial Group
Illinois
$13.2M +$1.12M +22,189 +9%
RHP
159
Royal Harbor Partners
Texas
$13.2M +$271K +5,365 +2%
FTUS
160
Flow Traders U.S.
New York
$13.1M +$9.46M +187,480 +260%
REMPR
161
Roof Eidam Maycock Peralta (REMP)
California
$13.1M +$318K +6,307 +2%
GKWIM
162
Gerber Kawasaki Wealth & Investment Management
California
$12.9M -$2.87M -56,853 -18%
AWAU
163
Alliance Wealth Advisors (Utah)
Utah
$12.8M +$1.58M +31,354 +14%
NG
164
Norden Group
Utah
$12.8M +$1.73M +34,319 +16%
SWM
165
Schwallier Wealth Management
Michigan
$12.6M +$12.4M +244,896 +6,011%
JWBC
166
John W. Brooker & Co
California
$12.5M -$1.55M -30,720 -11%
PA
167
Prism Advisors
California
$12.5M +$1.53M +30,352 +14%
KL
168
KWMG LLC
Kansas
$12.3M +$398K +7,895 +3%
Truist Financial
169
Truist Financial
North Carolina
$12.3M +$2.08M +41,259 +20%
JWA
170
JFS Wealth Advisors
Pennsylvania
$12.1M +$2.48M +49,249 +26%
HFS
171
Heritage Financial Services
Massachusetts
$12M +$3.31M +65,646 +38%
HWP
172
Highline Wealth Partners
California
$11.9M +$1.43M +28,254 +14%
MWC
173
MBM Wealth Consultants
Missouri
$11.9M +$441K +8,737 +4%
Corient Private Wealth
174
Corient Private Wealth
Florida
$11.8M -$1.91M -37,786 -14%
VWM
175
Valley Wealth Managers
New Jersey
$11.5M +$261K +5,170 +2%
5 6
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