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 %
LCGC
201
Legacy Capital Group California
California
$9.39M -$394K -7,814 -4%
SAS
202
Sage Advisory Services
Texas
$9.34M -$6.14M -121,750 -40%
CWA
203
Choice Wealth Advisors
Maine
$9.26M +$207K +4,107 +2%
MF
204
Meridian Financial
Massachusetts
$9.03M -$393K -7,795 -4%
IIA
205
Integral Investment Advisors
California
$9.02M +$900K +17,832 +11%
TYCC
206
Texas Yale Capital Corp
Florida
$9M -$298K -5,900 -3%
TCM
207
TD Capital Management
Tennessee
$8.91M +$4.25M +84,196 +91%
RW
208
REDW Wealth
New Mexico
$8.89M +$297K +5,879 +3%
Millennium Management
209
Millennium Management
New York
$8.86M -$5.05M -100,159 -36%
SFS
210
Sowell Financial Services
Arkansas
$8.82M -$2.04M -40,504 -19%
CCA
211
Cobblestone Capital Advisors
New York
$8.77M +$175K +3,471 +2%
RA
212
Rockingstone Advisors
Massachusetts
$8.72M -$378K -7,491 -4%
JWM
213
Janiczek Wealth Management
Colorado
$8.72M +$105K +2,078 +1%
EL
214
Essex LLC
Illinois
$8.71M +$4.36M +86,334 +100%
SCM
215
SOL Capital Management
Maryland
$8.67M +$570K +11,288 +7%
EFS
216
Econ Financial Services
Pennsylvania
$8.67M +$8.67M +171,869 New
OIA
217
OneDigital Investment Advisors
Kansas
$8.65M -$2.75M -54,460 -24%
LL
218
LPWM LLC
Minnesota
$8.64M -$87.7K -1,744 -1%
PA
219
Perennial Advisors
New York
$8.57M +$464K +9,190 +6%
KCM
220
Kendall Capital Management
Maryland
$8.49M +$171K +3,395 +2%
ACA
221
Ascension Capital Advisors
Texas
$8.48M +$387K +7,667 +5%
FSA
222
Financial Security Advisor
Virginia
$8.43M +$2.59M +51,394 +44%
BRWA
223
B. Riley Wealth Advisors
Florida
$8.31M +$567K +11,301 +7%
KF
224
Krilogy Financial
Missouri
$8.21M -$1.82M -36,130 -18%
WAM
225
WNY Asset Management
New York
$8.18M +$413K +8,183 +5%
7 8
9
10 11