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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 %
GWANC
276
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.15M -$319K -6,347 -5%
IF
277
Intrua Financial
Texas
$6.13M -$247K -4,926 -4%
WCM
278
Windsor Capital Management
Arizona
$6.04M -$353K -7,020 -6%
OCM
279
One Capital Management
California
$6.02M -$3.01M -60,010 -33%
GWM
280
Geneos Wealth Management
Colorado
$6.01M -$73.5K -1,463 -1%
FFA
281
Farther Finance Advisors
California
$6M +$5.46M +108,643 +1,008%
JWCA
282
J.W. Coons Advisors
Ohio
$5.99M -$96.4K -1,920 -2%
FWA
283
FSM Wealth Advisors
Ohio
$5.91M -$166K -3,303 -3%
SPL
284
Smart Portfolios LLC
Washington
$5.9M -$72.3K -1,436 -1%
FSA
285
Financial Security Advisor
Virginia
$5.84M +$5.84M +115,764 New
LWMG
286
Levy Wealth Management Group
Pennsylvania
$5.83M +$225K +4,487 +4%
TSW
287
Three Seasons Wealth
Utah
$5.82M -$7.68M -152,155 -57%
LHC
288
Little House Capital
Massachusetts
$5.81M +$364K +7,256 +7%
ACG
289
Allen Capital Group
Nebraska
$5.81M -$315K -6,267 -5%
SHGA
290
Sand Hill Global Advisors
California
$5.8M -$579K -11,523 -9%
MAG
291
Mayfair Advisory Group
Alabama
$5.8M +$1.08M +21,478 +23%
ACS
292
Archford Capital Strategies
Illinois
$5.78M -$93.1K -1,854 -2%
AR
293
Apeiron RIA
Texas
$5.75M -$302K -6,009 -5%
IA
294
IFG Advisory
Georgia
$5.73M -$344K -6,847 -6%
I2I
295
Insight 2811 Inc
Illinois
$5.65M +$2.66M +53,030 +89%
DADC
296
D.A. Davidson & Co
Montana
$5.65M -$545K -10,843 -9%
ACP
297
Arcus Capital Partners
Georgia
$5.64M -$52.4M -1,043,982 -90%
PSCM
298
Per Stirling Capital Management
Texas
$5.57M -$485K -9,663 -8%
DWP
299
Daymark Wealth Partners
Ohio
$5.57M +$1.56M +31,126 +39%
OA
300
Oxbow Advisors
Texas
$5.52M -$521K -10,378 -9%
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