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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 %
RCA
201
Resonant Capital Advisors
Wisconsin
$10M -$894K -17,706 -8%
EWA
202
Encompass Wealth Advisors
Oregon
$9.96M +$538K +10,662 +6%
LPT
203
Legacy Private Trust
Wisconsin
$9.94M +$348K +6,895 +4%
OIA
204
OneDigital Investment Advisors
Kansas
$9.77M +$1.12M +22,230 +13%
TCM
205
TD Capital Management
Tennessee
$9.76M +$842K +16,692 +9%
CWA
206
Choice Wealth Advisors
Maine
$9.73M +$466K +9,236 +5%
CWA
207
Continuum Wealth Advisors
New York
$9.69M +$9.69M +191,942 New
MF
208
Meridian Financial
Massachusetts
$9.57M +$539K +10,680 +6%
Citigroup
209
Citigroup
New York
$9.57M +$49.2K +975 +0.5%
I2I
210
Insight 2811 Inc
Illinois
$9.43M +$2.3M +45,489 +32%
LCGC
211
Legacy Capital Group California
California
$9.27M -$119K -2,367 -1%
EWM
212
Elevatus Welath Management
New York
$9.25M +$9.04M +179,150 +4,266%
NF
213
NavPoint Financial
Minnesota
$9.24M -$2.05M -40,602 -18%
SAS
214
Sage Advisory Services
Texas
$9.22M -$120K -2,372 -1%
TYCC
215
Texas Yale Capital Corp
Florida
$9M -$5.05K -100 -0.1%
AI
216
Atria Investments
North Carolina
$8.95M +$5.75M +113,875 +179%
PFWA
217
Paces Ferry Wealth Advisors
Georgia
$8.93M +$774K +15,335 +9%
CWC
218
Carolinas Wealth Consulting
North Carolina
$8.88M +$951K +18,843 +12%
ACA
219
Ascension Capital Advisors
Texas
$8.72M +$239K +4,740 +3%
NCM
220
Noesis Capital Mangement
Florida
$8.69M +$1.89M +37,380 +28%
ATPW
221
Ashton Thomas Private Wealth
Arizona
$8.61M +$677K +13,407 +9%
Millennium Management
222
Millennium Management
New York
$8.56M -$308K -6,109 -3%
WAM
223
WNY Asset Management
New York
$8.54M +$356K +7,046 +4%
JWM
224
Janiczek Wealth Management
Colorado
$8.53M -$191K -3,790 -2%
ICP
225
Interchange Capital Partners
Pennsylvania
$8.49M +$7.82M +154,971 +1,163%
7 8
9
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