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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

948 hedge funds and large institutions have $17.5B invested in JPMorgan Ultra-Short Income ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 328 increasing their positions, 442 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+36
Holders Change %
+3.95%
% of All Funds
14.95%
Holding in Top 10
159
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.66%
% of All Funds
2.51%
New
103
Increased
328
Reduced
442
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$266M
2
Charles Schwab
2
Charles Schwab
California
$523M
3
Cerity Partners
3
Cerity Partners
New York
$259M
4
Jane Street
4
Jane Street
New York
$319M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$832M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$645M
2
SW
2
SVB Wealth
Massachusetts
$149M
3
Bank of America
3
Bank of America
North Carolina
$978M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
251
Harbour Investments
Wisconsin
$7.82M +$667K +13,295 +9%
SAM
252
SP Asset Management
California
$7.78M +$4.87M +97,169 +168%
5SA
253
5th Street Advisors
Connecticut
$7.78M -$360K -7,173 -4%
GGS
254
Galvin Gaustad & Stein
Arizona
$7.74M -$67.9K -1,355 -0.9%
HFS
255
Heritage Financial Services
Massachusetts
$7.72M +$41.4K +825 +0.5%
BA
256
Bristlecone Advisors
Washington
$7.7M -$2.58M -51,434 -25%
PWM
257
PRW Wealth Management
Massachusetts
$7.7M -$5.55M -110,757 -42%
WWM
258
WT Wealth Management
Arizona
$7.68M +$74.2K +1,479 +1%
GWM
259
Greenwich Wealth Management
Connecticut
$7.6M +$6.16M +122,852 +427%
DCM
260
Donaldson Capital Management
Indiana
$7.56M +$3.49M +69,525 +86%
FF
261
Financial Futures
New Jersey
$7.54M -$1.08M -21,589 -13%
CPW
262
Crestmont Private Wealth
Texas
$7.51M +$628K +12,524 +9%
GCA
263
Gradient Capital Advisors
California
$7.47M -$169K -3,366 -2%
MAM
264
MMA Asset Management
Pennsylvania
$7.47M +$1.2M +23,874 +19%
SPL
265
Smart Portfolios LLC
Washington
$7.37M +$17.3K +345 +0.2%
TFO
266
Tarbox Family Office
California
$7.36M +$792K +15,797 +12%
ZIMP
267
Zimmermann Investment Management & Planning
Pennsylvania
$7.32M +$213K +4,243 +3%
IF
268
Intrua Financial
Texas
$7.3M +$291K +5,797 +4%
PA
269
Perennial Advisors
New York
$7.25M -$325K -6,480 -4%
JAG
270
Journey Advisory Group
Kentucky
$7.19M +$2.1M +41,799 +41%
CCG
271
Chatham Capital Group
Georgia
$7.16M +$356K +7,100 +5%
Lido Advisors
272
Lido Advisors
California
$7.16M +$2.02M +40,211 +39%
SCM
273
SOL Capital Management
Maryland
$7.15M +$2.57M +51,217 +56%
PFWA
274
Paces Ferry Wealth Advisors
Georgia
$7.12M +$669K +13,337 +10%
EFS
275
Essex Financial Services
Connecticut
$7.06M +$2.46M +49,063 +53%
9 10
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