JPST icon

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 %
PCG
176
Prosperity Consulting Group
Maryland
$12.1M +$11.7M +231,197 +3,352%
SCA
177
Scott Capital Advisors
Oregon
$12M +$1.63M +32,074 +16%
WWA
178
WCG Wealth Advisors
Nevada
$12M -$1.51M -29,824 -11%
MA
179
Mutual Advisors
Nebraska
$11.9M +$61.2K +1,210 +0.5%
OC
180
Oarsman Capital
Wisconsin
$11.6M +$7.92K +156 +0.1%
TSWM
181
Tyler-Stone Wealth Management
Ohio
$11.5M +$9.24M +182,188 +411%
EL
182
Essex LLC
Illinois
$11.1M +$2.79M +54,906 +34%
CCMG
183
Clark Capital Management Group
Pennsylvania
$11M +$11M +217,545 New
TCM
184
TD Capital Management
Tennessee
$11M +$1.22M +24,054 +12%
MSA
185
Mason Street Advisors
Wisconsin
$11M – – –
IWM
186
IHT Wealth Management
Illinois
$10.7M +$44.8K +883 +0.4%
I
187
INVST
Indiana
$10.6M -$1.79M -35,215 -14%
SCM
188
SOL Capital Management
Maryland
$10.6M -$457K -9,014 -4%
GLA
189
Good Life Advisors
Pennsylvania
$10.4M +$3.55M +69,954 +51%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$10.4M +$4.71M +92,775 +82%
HFRG
191
Houlihan Financial Resource Group
Virginia
$10.4M -$607K -11,954 -6%
VAM
192
Vienna Asset Management
California
$10.3M +$8.52M +167,848 +465%
RCA
193
Resonant Capital Advisors
Wisconsin
$10.3M +$221K +4,352 +2%
AI
194
Atria Investments
North Carolina
$10.3M +$1.26M +24,883 +14%
FBFS
195
First Business Financial Services
Wisconsin
$10.2M -$1.19M -23,549 -10%
CCG
196
Chatham Capital Group
Georgia
$10.2M +$40.1K +790 +0.4%
KPWS
197
Kestra Private Wealth Services
Texas
$10.2M +$6.23M +122,706 +157%
CWA
198
Choice Wealth Advisors
Maine
$10.1M +$365K +7,186 +4%
LWA
199
Lowe Wealth Advisors
Maryland
$10.1M -$189K -3,731 -2%
DWM
200
Diversify Wealth Management
Utah
$10.1M +$4.88M +96,533 +93%
6 7
8
9 10