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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 %
AWMS
276
Advocacy Wealth Management Services
Georgia
$6.59M +$1.57M +31,339 +31%
CF
277
Centaurus Financial
California
$6.59M -$1.34M -26,720 -17%
IWN
278
Independent Wealth Network
Iowa
$6.58M -$3.21M -64,017 -33%
WIM
279
Westside Investment Management
California
$6.58M +$1.37M +27,250 +26%
TIA
280
Tiemann Investment Advisors
California
$6.52M +$74.4K +1,482 +1%
FIA
281
Foundations Investment Advisors
Arizona
$6.49M +$569K +11,346 +10%
Envestnet Portfolio Solutions
282
Envestnet Portfolio Solutions
Illinois
$6.47M +$6.47M +128,877 New
GWANC
283
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.46M -$8.5M -169,375 -57%
FHA
284
Flagship Harbor Advisors
Massachusetts
$6.43M -$21.1M -419,785 -77%
FWM
285
Forza Wealth Management
Florida
$6.41M -$60.2K -1,200 -0.9%
WCM
286
Windsor Capital Management
Arizona
$6.38M +$106K +2,118 +2%
SHGA
287
Sand Hill Global Advisors
California
$6.38M -$1.85M -36,795 -22%
IF
288
Intrua Financial
Texas
$6.37M -$932K -18,581 -13%
BNP Paribas Financial Markets
289
BNP Paribas Financial Markets
France
$6.36M +$2.36M +47,027 +59%
GAM
290
Gotham Asset Management
New York
$6.35M +$336K +6,687 +6%
SAM
291
SP Asset Management
California
$6.33M -$1.46M -29,039 -19%
DADC
292
D.A. Davidson & Co
Montana
$6.19M -$203K -4,040 -3%
ACG
293
Allen Capital Group
Nebraska
$6.09M -$5.91M -118,280 -49%
GWM
294
Geneos Wealth Management
Colorado
$6.08M +$1.1M +21,889 +22%
JWCA
295
J.W. Coons Advisors
Ohio
$6.08M -$105K -2,090 -2%
FWA
296
FSM Wealth Advisors
Ohio
$6.07M -$361K -7,185 -6%
IA
297
IFG Advisory
Georgia
$6.07M +$1.85M +36,866 +44%
AR
298
Apeiron RIA
Texas
$6.05M -$726K -14,467 -11%
PSCM
299
Per Stirling Capital Management
Texas
$6.05M -$931K -18,552 -13%
OA
300
Oxbow Advisors
Texas
$6.04M -$132K -2,640 -2%
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