JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

965 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 316 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.15%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.32%
New
103
Increased
316
Reduced
473
Closed
87
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$5.64B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.77B
3
Jane Street
Jane Street
New York
$302M
4
Charles Schwab
Charles Schwab
California
$676M
5
Goldman Sachs
Goldman Sachs
New York
$93.6M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$561K
2
Fidelity Investments
Fidelity Investments
Massachusetts
$705M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$85.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$134M
5
SW
SVB Wealth
Massachusetts
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
226
Concorde Financial
Texas
$8.49M +$7.48M +148,195 +741%
GRP
227
Global Retirement Partners
California
$8.37M +$321K +6,382 +4%
ATPW
228
Ashton Thomas Private Wealth
Arizona
$8.36M -$1.84M -36,672 -18%
KCM
229
Kendall Capital Management
Maryland
$8.28M -$362K -7,208 -4%
LPT
230
Legacy Private Trust
Wisconsin
$8.18M -$36.3K -722 -0.4%
FIBT
231
First International Bank & Trust
North Dakota
$8.15M -$3.83M -76,270 -32%
MRCM
232
M&R Capital Management
New Jersey
$8.09M -$480K -9,547 -6%
IIA
233
Integral Investment Advisors
California
$8.08M -$9.49K -189 -0.1%
PA
234
Perennial Advisors
New York
$8.07M +$908K +18,075 +13%
SCM
235
SOL Capital Management
Maryland
$8.07M +$1.38M +27,479 +21%
ACA
236
Ascension Capital Advisors
Texas
$8.06M +$7.26M +144,543 +909%
Lido Advisors
237
Lido Advisors
California
$8.05M +$911K +18,045 +13%
IA
238
IFP Advisors
Florida
$8.01M -$2.73M -54,376 -25%
BFO
239
Boston Family Office
Massachusetts
$7.94M -$2.79M -55,453 -26%
CAM
240
Cobblestone Asset Management
Virginia
$7.93M +$5.48M +109,033 +223%
TFM
241
Trademark Financial Management
Minnesota
$7.82M +$7.82M +155,732 New
BRWA
242
B. Riley Wealth Advisors
Florida
$7.79M -$570K -11,301 -7%
PFWA
243
Paces Ferry Wealth Advisors
Georgia
$7.75M +$344K +6,852 +5%
WAM
244
WNY Asset Management
New York
$7.73M +$2.19M +43,667 +40%
GLA
245
Good Life Advisors
Pennsylvania
$7.71M -$511K -10,176 -6%
AWMS
246
Advocacy Wealth Management Services
Georgia
$7.65M +$1.06M +21,029 +16%
CTA
247
Colonial Trust Advisors
South Carolina
$7.62M -$541K -10,770 -7%
5SA
248
5th Street Advisors
Connecticut
$7.52M -$231K -4,605 -3%
JWCA
249
J.W. Cole Advisors
Florida
$7.33M -$70.8K -1,410 -1%
SF
250
Symphony Financial
Texas
$7.3M +$458K +9,096 +7%
8 9
10
11 12