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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$645M
2
SW
SVB Wealth
Massachusetts
$149M
3
Bank of America
Bank of America
North Carolina
$978M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.64M
5
Morgan Stanley
Morgan Stanley
New York
$3.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
PSCM
276
Per Stirling Capital Management
Texas
$6.97M -$396K -7,890 -5%
ACM
277
Alpha Capital Management
Texas
$6.94M – – –
JWCA
278
J.W. Cole Advisors
Florida
$6.93M -$275K -5,487 -4%
AFP
279
Ausdal Financial Partners
Iowa
$6.91M +$527K +10,516 +8%
AR
280
Apeiron RIA
Texas
$6.77M -$639K -12,750 -9%
FAM
281
Formidable Asset Management
Ohio
$6.71M -$224K -4,465 -3%
VFM
282
Valley Financial Management
New York
$6.67M +$1.03M +20,596 +18%
REMPR
283
Roof Eidam Maycock Peralta (REMP)
California
$6.66M -$1.33M -26,492 -17%
KF
284
Krilogy Financial
Missouri
$6.62M -$2.77M -55,282 -30%
LWMG
285
Levy Wealth Management Group
Pennsylvania
$6.57M -$4.67M -93,147 -42%
HFS
286
Howard Financial Services
Texas
$6.47M +$16.1K +322 +0.3%
FWM
287
Forza Wealth Management
Florida
$6.47M -$587K -11,700 -8%
TIA
288
Tiemann Investment Advisors
California
$6.44M +$657K +13,111 +11%
FWA
289
FSM Wealth Advisors
Ohio
$6.41M +$311K +6,221 +5%
SF
290
Symphony Financial
Texas
$6.41M -$621K -12,391 -9%
SFG
291
Sunburst Financial Group
Alabama
$6.4M -$12.5M -249,909 -66%
DADC
292
D.A. Davidson & Co
Montana
$6.39M -$5.22M -104,057 -45%
WCM
293
Windsor Capital Management
Arizona
$6.27M +$139K +2,777 +2%
JWCA
294
J.W. Coons Advisors
Ohio
$6.18M -$139K -2,767 -2%
OA
295
Oxbow Advisors
Texas
$6.17M -$232K -4,623 -4%
LWM
296
Lodestone Wealth Management
Washington
$6.15M +$15.5K +309 +0.3%
KPWS
297
Kestra Private Wealth Services
Texas
$6.15M -$4.54M -90,642 -43%
RRA
298
Round Rock Advisors
Connecticut
$6.05M +$400K +7,971 +7%
GAM
299
Gotham Asset Management
New York
$6.01M +$2.99M +59,598 +99%
ACM
300
Advisors Capital Management
New Jersey
$5.98M +$5.98M +119,328 New
10 11
12
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