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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.

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
1
JPMorgan Chase & Co
New York
$2.94B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.83B
3
LPL Financial
3
LPL Financial
California
$524M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$58.1M
5
SWM
5
Spire Wealth Management
Virginia
$76.5M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
RJA
2
Raymond James & Associates
Florida
$50.1M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$26.3M
4
MWM
4
Magnolia Wealth Management
Alabama
$0
5
BTWM
5
Baker Tilly Wealth Management
Wisconsin
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.94B 58,299,037 +12,608,198 +28%
Morgan Stanley
2
Morgan Stanley
New York
$2.83B 56,049,415 +1,751,032 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$734M 14,544,730 +386,280 +3%
Bank of America
4
Bank of America
North Carolina
$727M 14,405,744 -74,970 -0.5%
Charles Schwab
5
Charles Schwab
California
$682M 13,508,907 -107,077 -0.8%
LPL Financial
6
LPL Financial
California
$524M 10,382,964 +1,235,482 +14%
UBS Group
7
UBS Group
Switzerland
$432M 8,566,121 -51,926 -0.6%
HWM
8
HB Wealth Management
Georgia
$389M 7,757,921 -318,533 -4%
Wells Fargo
9
Wells Fargo
California
$383M 7,587,438 -107,606 -1%
Betterment LLC
10
Betterment LLC
New York
$261M 5,180,348 +493,098 +11%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$237M 4,701,758 -131,479 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$182M 3,615,274 +14,611 +0.4%
Cerity Partners
13
Cerity Partners
New York
$165M 3,262,061 -89,012 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$164M 3,254,571 -234,824 -7%
TC
15
TownSquare Capital
Utah
$120M 2,374,295 +20,788 +0.9%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$118M 2,345,160 +554,564 +31%
FDCP
17
Foster Dykema Cabot & Partners
Massachusetts
$117M 2,310,101 -75,386 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$114M 2,262,954 -255,632 -10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$111M 2,201,925 +142,741 +7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$104M 2,069,399 +56,032 +3%
S
21
SignatureFD
Georgia
$88.5M 1,752,840 +46,257 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$87.6M 1,736,192 -90,294 -5%
BA
23
Bridgewater Advisors
New York
$83.9M 1,662,041 +100,282 +6%
Renaissance Technologies
24
Renaissance Technologies
New York
$77.8M 1,541,700 – –
QCG
25
Quadrant Capital Group
Ohio
$77M 1,525,853 +299,750 +24%
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