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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 %
PIA
276
Pinion Investment Advisors
Kansas
$6.93M -$3.91M -77,662 -36%
CPW
277
Crestmont Private Wealth
Texas
$6.91M -$121K -2,399 -2%
WC
278
Waterloo Capital
Texas
$6.89M +$6.89M +136,928 New
CCG
279
Chatham Capital Group
Georgia
$6.83M -$150K -2,980 -2%
GWM
280
Geneos Wealth Management
Colorado
$6.72M -$507K -10,084 -7%
ICP
281
Interchange Capital Partners
Pennsylvania
$6.71M +$5.61M +111,536 +511%
TFA
282
Teamwork Financial Advisors
Texas
$6.67M +$6.67M +132,531 New
TFO
283
Tarbox Family Office
California
$6.59M -$1.36M -27,047 -17%
GWANC
284
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.57M +$5.21M +103,607 +384%
HFS
285
Howard Financial Services
Texas
$6.48M +$86.9K +1,726 +1%
PFWA
286
Paces Ferry Wealth Advisors
Georgia
$6.48M +$6.48M +128,699 New
WAG
287
Winthrop Advisory Group
Massachusetts
$6.44M -$3.57M -70,934 -36%
OA
288
Oxbow Advisors
Texas
$6.42M -$461K -9,163 -7%
AFP
289
Ausdal Financial Partners
Iowa
$6.41M +$4.94M +98,225 +338%
JWCA
290
J.W. Coons Advisors
Ohio
$6.34M +$21.5K +428 +0.3%
FFWA
291
FRG Family Wealth Advisors
Washington
$6.33M -$4.15M -82,475 -40%
MAM
292
MMA Asset Management
Pennsylvania
$6.29M +$1.82M +36,075 +41%
RWA
293
Rainsberger Wealth Advisors
Colorado
$6.25M +$168K +3,343 +3%
PCG
294
Prosperity Consulting Group
Maryland
$6.21M -$996K -19,795 -14%
WCM
295
Windsor Capital Management
Arizona
$6.16M +$182K +3,622 +3%
LWM
296
Lodestone Wealth Management
Washington
$6.15M +$957K +19,011 +18%
FWA
297
FSM Wealth Advisors
Ohio
$6.14M +$506K +10,058 +9%
SWM
298
Silverlake Wealth Management
Vermont
$6.02M +$147K +2,927 +3%
PA
299
Paragon Advisors
Texas
$6.02M +$2.06M +40,874 +52%
ACA
300
Aspire Capital Advisors
Washington
$5.95M +$372K +7,391 +7%
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