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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

962 hedge funds and large institutions have $16.3B invested in JPMorgan Ultra-Short Income ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 355 increasing their positions, 446 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+14
Holders Change %
+1.48%
% of All Funds
15.34%
Holding in Top 10
164
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.14%
% of All Funds
2.61%
New
84
Increased
355
Reduced
446
Closed
60
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$66K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$903M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$162M
3
BPA
Beacon Pointe Advisors
California
$43.8M
4
AA
ACT Advisors
North Carolina
$31.1M
5
BMCM
Bryn Mawr Capital Management
Pennsylvania
$27.3M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$49.9M
2
Jane Street
Jane Street
New York
$32.5M
3
HFRG
Houlihan Financial Resource Group
Virginia
$11M
4
Morgan Stanley
Morgan Stanley
New York
$2.86B
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
226
Texas Yale Capital Corp
Florida
$9.38M -$781K -15,565 -8%
KF
227
Krilogy Financial
Missouri
$9.36M +$2.74M +54,627 +41%
CCA
228
Cobblestone Capital Advisors
New York
$9.34M -$761K -15,156 -8%
HFS
229
Heritage Financial Services
Massachusetts
$9.2M +$1.48M +29,524 +19%
RCA
230
Resonant Capital Advisors
Wisconsin
$9.17M +$8.14M +162,278 +795%
OCM
231
One Capital Management
California
$9.03M -$9.89M -197,178 -52%
FNT
232
First National Trust
Pennsylvania
$9.02M -$2.74M -54,553 -23%
MF
233
Meridian Financial
Massachusetts
$8.96M +$646K +12,865 +8%
JAG
234
Journey Advisory Group
Kentucky
$8.9M +$1.7M +33,913 +24%
AI
235
Atria Investments
North Carolina
$8.74M -$2.37M -47,240 -21%
LAM
236
Lifestyle Asset Management
Texas
$8.73M +$351K +6,993 +4%
HI
237
Harbour Investments
Wisconsin
$8.66M +$833K +16,604 +11%
KCM
238
Kendall Capital Management
Maryland
$8.63M +$188K +3,738 +2%
CWA
239
Choice Wealth Advisors
Maine
$8.59M +$41.9K +834 +0.5%
MRCM
240
M&R Capital Management
New Jersey
$8.57M -$1.39M -27,693 -14%
YWS
241
Yarger Wealth Strategies
Ohio
$8.54M -$5.52K -110 -0.1%
JWA
242
JFS Wealth Advisors
Pennsylvania
$8.51M +$4.66M +92,848 +121%
VWM
243
Valley Wealth Managers
New Jersey
$8.43M +$7.28M +145,007 +628%
PWM
244
PRW Wealth Management
Massachusetts
$8.33M +$619K +12,336 +8%
BRWA
245
B. Riley Wealth Advisors
Florida
$8.31M -$43K -856 -0.5%
LWM
246
Lionsbridge Wealth Management
Florida
$8.29M +$3.48M +69,367 +72%
EFS
247
Essex Financial Services
Connecticut
$8.24M +$1.17M +23,349 +17%
CWC
248
Carolinas Wealth Consulting
North Carolina
$8.22M -$1.91M -38,147 -19%
GLA
249
Good Life Advisors
Pennsylvania
$8.22M -$2.31M -45,953 -22%
LPT
250
Legacy Private Trust
Wisconsin
$8.21M +$309K +6,153 +4%
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