JPST icon

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 %
DWM
176
Dakota Wealth Management
Florida
$11.3M -$134K -2,651 -1%
FBFS
177
First Business Financial Services
Wisconsin
$11.3M +$387K +7,664 +4%
SCA
178
Scott Capital Advisors
Oregon
$11.3M +$310K +6,154 +3%
IPW
179
IronBridge Private Wealth
Texas
$11.3M +$346K +6,867 +3%
NF
180
NavPoint Financial
Minnesota
$11.3M +$142K +2,811 +1%
HFRG
181
Houlihan Financial Resource Group
Virginia
$11M +$105K +2,078 +1%
RCA
182
Resonant Capital Advisors
Wisconsin
$10.9M +$2.07M +41,078 +23%
SWP
183
Stratos Wealth Partners
Ohio
$10.9M -$1.81M -35,899 -14%
OLVIG
184
Oliver Lagore Vanvalin Investment Group
Michigan
$10.8M +$2.29M +45,357 +27%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$10.6M +$8.83M +175,027 +511%
HSG
186
Helen Stephens Group
Texas
$10.5M +$368K +7,286 +4%
LHC
187
Little House Capital
Massachusetts
$10.3M +$4.49M +89,006 +77%
CA
188
Crewe Advisors
Utah
$10.3M +$50.6K +1,003 +0.5%
LA
189
LexAurum Advisors
Kansas
$10.1M -$144K -2,853 -1%
LWA
190
Lowe Wealth Advisors
Maryland
$10.1M +$126K +2,489 +1%
EFS
191
Essex Financial Services
Connecticut
$9.98M +$649K +12,871 +7%
TCM
192
Triumph Capital Management
Colorado
$9.95M -$3.68M -72,848 -27%
JFGIW
193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.94M -$7.59M -150,419 -43%
AF
194
Advisornet Financial
Minnesota
$9.87M +$3.5M +69,416 +55%
NW
195
Naviter Wealth
Arkansas
$9.85M -$5.53M -109,584 -36%
LPT
196
Legacy Private Trust
Wisconsin
$9.58M +$1.36M +27,056 +17%
CCG
197
Chatham Capital Group
Georgia
$9.56M -$137K -2,715 -1%
KWM
198
Keating Wealth Management
Colorado
$9.55M -$5.15M -102,012 -35%
Citigroup
199
Citigroup
New York
$9.52M -$659K -13,061 -6%
EWA
200
Encompass Wealth Advisors
Oregon
$9.42M -$175K -3,475 -2%
6 7
8
9 10