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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 %
CTA
251
Colonial Trust Advisors
South Carolina
$8.15M -$136K -2,717 -2%
IIA
252
Integral Investment Advisors
California
$8.08M -$6.62K -132 -0.1%
GRP
253
Global Retirement Partners
California
$7.99M -$545K -10,896 -6%
EWM
254
Elmwood Wealth Management
California
$7.81M -$2.74M -54,510 -26%
RW
255
REDW Wealth
New Mexico
$7.79M -$886K -17,651 -10%
5SA
256
5th Street Advisors
Connecticut
$7.74M -$38.7K -771 -0.5%
CAAS
257
Capital Asset Advisory Services
Michigan
$7.68M +$3.33M +66,413 +76%
SC
258
Scotia Capital
Ontario, Canada
$7.67M -$5.32M -106,088 -41%
SPC
259
Sigma Planning Corp
Michigan
$7.44M -$1.59M -31,590 -18%
CPW
260
Crestmont Private Wealth
Texas
$7.4M -$119K -2,373 -2%
JWCA
261
J.W. Cole Advisors
Florida
$7.4M +$458K +9,126 +7%
PFWA
262
Paces Ferry Wealth Advisors
Georgia
$7.39M +$266K +5,303 +4%
BA
263
Bristlecone Advisors
Washington
$7.32M -$386K -7,699 -5%
PA
264
Perennial Advisors
New York
$7.15M -$105K -2,091 -1%
ZIMP
265
Zimmermann Investment Management & Planning
Pennsylvania
$7.14M -$181K -3,600 -2%
Lido Advisors
266
Lido Advisors
California
$7.1M -$57.7K -1,149 -0.8%
GCA
267
Gradient Capital Advisors
California
$7.06M -$410K -8,177 -5%
TFO
268
Tarbox Family Office
California
$6.9M -$458K -9,119 -6%
FAIM
269
Financial Advocates Investment Management
Washington
$6.89M -$1.18M -23,454 -15%
FAM
270
Formidable Asset Management
Ohio
$6.86M +$143K +2,840 +2%
REMPR
271
Roof Eidam Maycock Peralta (REMP)
California
$6.86M +$197K +3,916 +3%
SF
272
Symphony Financial
Texas
$6.78M +$395K +7,905 +6%
SCM
273
SOL Capital Management
Maryland
$6.68M -$477K -9,508 -7%
PWP
274
Principle Wealth Partners
Connecticut
$6.67M +$3.38M +67,376 +103%
ACM
275
Advisors Capital Management
New Jersey
$6.63M +$646K +12,881 +11%
9 10
11
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