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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
$2.94B
2
Morgan Stanley
Morgan Stanley
New York
$2.83B
3
LPL Financial
LPL Financial
California
$524M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$58.1M
5
SWM
Spire Wealth Management
Virginia
$76.5M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
RJA
Raymond James & Associates
Florida
$50.1M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$26.3M
4
MWM
Magnolia Wealth Management
Alabama
$0
5
BTWM
Baker Tilly Wealth Management
Wisconsin
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
176
IronBridge Private Wealth
Texas
$11.9M +$611K +12,105 +5%
MA
177
Mutual Advisors
Nebraska
$11.8M -$2.62M -51,714 -18%
DWM
178
Dakota Wealth Management
Florida
$11.6M +$293K +5,801 +3%
OC
179
Oarsman Capital
Wisconsin
$11.6M -$6.62M -131,192 -36%
HSG
180
Helen Stephens Group
Texas
$11.4M +$893K +17,685 +8%
FBFS
181
First Business Financial Services
Wisconsin
$11.4M +$42.1K +835 +0.4%
FSA
182
Financial Security Advisor
Virginia
$11.3M +$2.89M +57,358 +34%
SWP
183
Stratos Wealth Partners
Ohio
$11.3M +$414K +8,197 +4%
CAM
184
Cobblestone Asset Management
Virginia
$11.1M +$5.38M +106,556 +94%
DCM
185
Donaldson Capital Management
Indiana
$11.1M -$7.97M -157,922 -42%
LA
186
LexAurum Advisors
Kansas
$11M +$901K +17,856 +9%
SCM
187
SOL Capital Management
Maryland
$11M +$2.29M +45,384 +26%
MSA
188
Mason Street Advisors
Wisconsin
$10.9M -$14M -276,600 -56%
HFRG
189
Houlihan Financial Resource Group
Virginia
$10.9M -$87.9K -1,741 -0.8%
Corient Private Wealth
190
Corient Private Wealth
Florida
$10.9M -$978K -19,377 -8%
MWC
191
MBM Wealth Consultants
Missouri
$10.8M -$1.08M -21,353 -9%
SC
192
Scotia Capital
Ontario, Canada
$10.6M +$4.41M +87,306 +72%
IWM
193
IHT Wealth Management
Illinois
$10.6M +$4.6M +91,203 +77%
NG
194
Norden Group
Utah
$10.5M -$2.26M -44,852 -18%
SCA
195
Scott Capital Advisors
Oregon
$10.3M -$998K -19,816 -9%
EFS
196
Essex Financial Services
Connecticut
$10.3M +$343K +6,801 +3%
LHC
197
Little House Capital
Massachusetts
$10.3M -$55K -1,089 -0.5%
LWA
198
Lowe Wealth Advisors
Maryland
$10.2M +$123K +2,430 +1%
CCG
199
Chatham Capital Group
Georgia
$10.1M +$577K +11,432 +6%
CA
200
Crewe Advisors
Utah
$10.1M -$214K -4,231 -2%
6 7
8
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