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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.

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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.73B 73,544,853 +15,245,816 +26%
Morgan Stanley
2
Morgan Stanley
New York
$2.87B 56,487,179 +437,764 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$722M 14,227,625 -317,105 -2%
Bank of America
4
Bank of America
North Carolina
$694M 13,681,002 -724,742 -5%
Charles Schwab
5
Charles Schwab
California
$690M 13,600,636 +91,729 +0.7%
LPL Financial
6
LPL Financial
California
$567M 11,172,018 +789,054 +8%
UBS Group
7
UBS Group
Switzerland
$436M 8,587,301 +21,180 +0.2%
HWM
8
HB Wealth Management
Georgia
$377M 7,478,647 -279,274 -4%
Wells Fargo
9
Wells Fargo
California
$350M 6,905,264 -682,174 -9%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$292M 5,755,150 +1,053,392 +22%
Betterment LLC
11
Betterment LLC
New York
$290M 5,721,617 +541,269 +10%
Cerity Partners
12
Cerity Partners
New York
$181M 3,570,373 +308,312 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$177M 3,478,930 +224,359 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$154M 3,031,200 -584,074 -16%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$124M 2,446,295 +376,896 +18%
TC
16
TownSquare Capital
Utah
$122M 2,399,169 +24,874 +1%
FDCP
17
Foster Dykema Cabot & Partners
Massachusetts
$120M 2,362,565 +52,464 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$120M 2,355,247 +10,087 +0.4%
Osaic Holdings
19
Osaic Holdings
Arizona
$117M 2,304,725 +41,771 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$115M 2,258,004 +56,079 +3%
SWM
21
Spire Wealth Management
Virginia
$103M 2,023,700 +508,268 +34%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$88.2M 1,738,622 +2,430 +0.1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$87.9M 1,732,566 +208,013 +14%
BA
24
Bridgewater Advisors
New York
$87.5M 1,729,003 +66,962 +4%
QCG
25
Quadrant Capital Group
Ohio
$85.8M 1,690,038 +164,185 +11%
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