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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 %
WIM
251
Westside Investment Management
California
$7.12M +$535K +10,654 +8%
TC
252
TAP Consulting
Missouri
$7.11M +$2.98M +59,273 +72%
DMBA
253
Deseret Mutual Benefit Administrators
Utah
$7.04M +$1.02M +20,370 +17%
CWC
254
Carolinas Wealth Consulting
North Carolina
$7.02M -$1.24M -24,608 -15%
CPW
255
Crestmont Private Wealth
Texas
$7.02M -$385K -7,659 -5%
WMA
256
West Michigan Advisors
Michigan
$6.96M +$1.24M +24,755 +22%
CFGF
257
Compass Financial Group (Florida)
Florida
$6.95M -$2.66M -52,927 -28%
ZIMP
258
Zimmermann Investment Management & Planning
Pennsylvania
$6.85M -$303K -6,029 -4%
GCA
259
Gradient Capital Advisors
California
$6.84M -$227K -4,511 -3%
SC
260
Scotia Capital
Ontario, Canada
$6.79M -$884K -17,603 -12%
PWP
261
Principle Wealth Partners
Connecticut
$6.74M +$63.7K +1,268 +1%
VWM
262
VCI Wealth Management
Missouri
$6.63M +$6.63M +131,931 New
KPWS
263
Kestra Private Wealth Services
Texas
$6.58M +$1.36M +27,102 +26%
BA
264
Bristlecone Advisors
Washington
$6.54M -$794K -15,811 -11%
FWM
265
Forza Wealth Management
Florida
$6.53M +$111K +2,205 +2%
TIA
266
Tiemann Investment Advisors
California
$6.53M +$2.96K +59 +0%
AAS
267
Ameritas Advisory Services
Nebraska
$6.47M -$19M -378,531 -75%
AF
268
Advisornet Financial
Minnesota
$6.34M +$1.17M +23,259 +23%
NCM
269
Noesis Capital Mangement
Florida
$6.26M +$656K +13,055 +12%
AFA
270
American Financial Advisors
Georgia
$6.2M +$1.67M +33,161 +37%
IWN
271
Independent Wealth Network
Iowa
$6.2M -$389K -7,753 -6%
BCI
272
Brinker Capital Investments
Pennsylvania
$6.18M -$3.34M -66,463 -35%
OPS
273
Orion Portfolio Solutions
Nebraska
$6.18M -$3.34M -66,463 -35%
FM
274
Foster & Motley
Ohio
$6.16M +$1.2M +23,975 +24%
RRA
275
Round Rock Advisors
Connecticut
$6.15M +$407K +8,106 +7%
9 10
11
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