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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

912 hedge funds and large institutions have $18B invested in JPMorgan Ultra-Short Income ETF in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 367 increasing their positions, 376 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-16
Holders Change %
-1.72%
% of All Funds
14.6%
Holding in Top 10
176
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.37%
% of All Funds
2.82%
New
96
Increased
367
Reduced
376
Closed
88
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$960M
2
Morgan Stanley
Morgan Stanley
New York
$3.1B
3
Jane Street
Jane Street
New York
$270M
4
Cerity Partners
Cerity Partners
New York
$178M
5
EWA
EP Wealth Advisors
California
$78.6M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$1.64M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$789M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M
4
Bank of America
Bank of America
North Carolina
$1.09B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
226
Janiczek Wealth Management
Colorado
$9.1M -$17.6M -349,967 -66%
AWE
227
Avidian Wealth Enterprises
Texas
$8.93M -$4.92M -97,759 -36%
AWAU
228
Alliance Wealth Advisors (Utah)
Utah
$8.91M +$1.43M +28,445 +19%
AIC
229
Archer Investment Corporation
Indiana
$8.89M -$263K -5,218 -3%
FAM
230
Family Asset Management
South Carolina
$8.79M +$192K +3,821 +2%
KCM
231
Kendall Capital Management
Maryland
$8.75M +$659K +13,099 +8%
FF
232
Financial Futures
New Jersey
$8.66M -$2.02M -40,186 -19%
Citigroup
233
Citigroup
New York
$8.65M +$990K +19,670 +13%
FIM
234
Freedom Investment Management
Connecticut
$8.6M +$6.18M +122,744 +254%
SQA
235
Simon Quick Advisors
New Jersey
$8.59M -$9.33M -185,491 -52%
RW
236
REDW Wealth
New Mexico
$8.56M -$1.89M -37,602 -18%
CA
237
Crewe Advisors
Utah
$8.53M +$1.12M +22,239 +15%
HCM
238
Hilton Capital Management
New York
$8.48M +$8.48M +169,225 New
CTA
239
Colonial Trust Advisors
South Carolina
$8.43M +$283K +5,626 +3%
PSIWM
240
Paradigm Strategies in Wealth Management
Minnesota
$8.3M +$1.83M +36,450 +28%
CWA
241
Choice Wealth Advisors
Maine
$8.2M -$249K -4,945 -3%
PI
242
Parkside Investments
Illinois
$8.18M +$2.6M +51,675 +47%
5SA
243
5th Street Advisors
Connecticut
$8.16M -$249K -4,950 -3%
CF
244
Concorde Financial
Texas
$8.16M +$2.22M +44,173 +37%
MF
245
Meridian Financial
Massachusetts
$8.1M +$135K +2,679 +2%
HWP
246
Highline Wealth Partners
California
$8.05M -$802K -15,941 -9%
BRWA
247
B. Riley Wealth Advisors
Florida
$8.03M +$3.33M +66,120 +71%
REMPR
248
Roof Eidam Maycock Peralta (REMP)
California
$8.02M -$26.6M -528,909 -77%
SCA
249
Scott Capital Advisors
Oregon
$7.94M +$1.86M +36,880 +30%
LAM
250
Lifestyle Asset Management
Texas
$7.94M +$7.72M +153,331 +3,499%
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