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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 %
AI
251
Atria Investments
North Carolina
$7.9M -$11.1M -221,278 -59%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$7.86M -$9.6M -190,751 -55%
GGS
253
Galvin Gaustad & Stein
Arizona
$7.84M -$3.13M -62,190 -29%
KA
254
Klingman & Associates
New York
$7.83M -$12.8M -253,918 -62%
LL
255
LPWM LLC
Minnesota
$7.72M +$5.74M +114,032 +289%
FWM
256
Fortress Wealth Management
California
$7.71M +$685K +13,612 +10%
HFS
257
Heritage Financial Services
Massachusetts
$7.7M +$540K +10,740 +8%
GCA
258
Gradient Capital Advisors
California
$7.66M +$116K +2,313 +2%
WWM
259
WT Wealth Management
Arizona
$7.64M +$1.82M +36,238 +31%
PA
260
Perennial Advisors
New York
$7.61M +$63.5K +1,261 +0.8%
AR
261
Apeiron RIA
Texas
$7.44M +$324K +6,447 +5%
PSCM
262
Per Stirling Capital Management
Texas
$7.39M -$9.03M -179,528 -55%
SPL
263
Smart Portfolios LLC
Washington
$7.38M -$61.8K -1,228 -0.8%
YWS
264
Yarger Wealth Strategies
Ohio
$7.34M +$1.31M +26,095 +22%
JWCA
265
J.W. Cole Advisors
Florida
$7.23M -$1.25M -24,914 -15%
CF
266
Centaurus Financial
California
$7.2M +$6.91M +137,312 +2,397%
HI
267
Harbour Investments
Wisconsin
$7.18M -$2.16M -42,939 -23%
EL
268
Essex LLC
Illinois
$7.14M – – –
ZIMP
269
Zimmermann Investment Management & Planning
Pennsylvania
$7.13M -$795K -15,808 -10%
FWM
270
Forza Wealth Management
Florida
$7.08M -$161K -3,200 -2%
SF
271
Symphony Financial
Texas
$7.05M +$1.1M +21,957 +19%
IF
272
Intrua Financial
Texas
$7.03M +$6.39M +127,081 +1,001%
FA
273
FDx Advisors
Illinois
$7.03M – – –
FAM
274
Formidable Asset Management
Ohio
$6.96M +$384K +7,639 +6%
ACM
275
Alpha Capital Management
Texas
$6.94M – – –
9 10
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