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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

1,067 hedge funds and large institutions have $21.2B invested in JPMorgan Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 473 increasing their positions, 345 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+93
Holders Change %
+9.55%
% of All Funds
14.21%
Holding in Top 10
151
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+17.97%
% of All Funds
2.01%
New
169
Increased
473
Reduced
345
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.91B
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$209M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$190M
4
FTUS
4
Flow Traders U.S.
New York
$99.7M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$91M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$553M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.76B
3
Temasek Holdings
3
Temasek Holdings
Singapore
$0
4
EFS
4
Econ Financial Services
Pennsylvania
$0
5
EH
5
Equitable Holdings
New York
$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
151
Legacy Private Trust
Wisconsin
$15.8M +$5.92M +117,570 +60%
SF
152
Synovus Financial
Georgia
$15.8M -$15.6M -309,667 -50%
RFWA
153
RPg Family Wealth Advisory
Massachusetts
$15.7M +$1.71M +33,852 +12%
HWP
154
Highline Wealth Partners
California
$15.7M -$7.9M -156,872 -34%
CAWM
155
Capital Advisors Wealth Management
Washington
$15.6M +$2.29M +45,412 +17%
SWP
156
Stratos Wealth Partners
Ohio
$15.6M +$1.62M +32,145 +12%
AAS
157
Ameritas Advisory Services
Nebraska
$15.5M -$1.77M -35,065 -10%
JWBC
158
John W. Brooker & Co
California
$15.4M +$3.3M +65,467 +27%
VP
159
Verum Partners
North Carolina
$15.4M -$10.4M -207,121 -40%
RWP
160
Ridgeline Wealth Planning
Ohio
$15.3M +$15.3M +304,576 New
RCM
161
Requisite Capital Management
Texas
$15.1M -$5.37M -106,172 -26%
SWM
162
Schwallier Wealth Management
Michigan
$15M -$3.27M -65,006 -18%
RA
163
Ruggaard & Associates
Ohio
$14.8M +$473K +9,389 +3%
DWM
164
Dakota Wealth Management
Florida
$14.8M +$1.87M +37,078 +14%
CFG
165
Citizens Financial Group
Rhode Island
$14.8M -$930K -18,464 -6%
MWC
166
MBM Wealth Consultants
Missouri
$14.8M +$2.66M +52,744 +22%
Comerica Bank
167
Comerica Bank
Texas
$14.5M +$114K +2,272 +0.8%
DAS
168
Dynamic Advisor Solutions
Arizona
$14.4M +$562K +11,155 +4%
SQA
169
Simon Quick Advisors
New Jersey
$14.1M +$103K +2,039 +0.7%
RW
170
REDW Wealth
New Mexico
$14.1M -$2.24M -44,525 -14%
PCG
171
Prosperity Consulting Group
Maryland
$14M +$2.01M +39,837 +17%
PA
172
Prism Advisors
California
$14M +$233K +4,620 +2%
AWAU
173
Alliance Wealth Advisors (Utah)
Utah
$13.9M +$19.8K +393 +0.1%
KL
174
KWMG LLC
Kansas
$13.8M +$190K +3,763 +1%
FAM
175
Flaharty Asset Management
Florida
$13.8M -$14.2M -281,106 -51%
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