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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
+$541M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Jane Street
Jane Street
New York
+$185M
4
Cerity Partners
Cerity Partners
New York
+$153M
5
EWA
EP Wealth Advisors
California
+$64.6M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$349M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$226M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$78.8M
4
Bank of America
Bank of America
North Carolina
-$73.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$69.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
301
Fort Point Capital Partners
California
$5.94M -$14M -278,491 -70%
WCFA
302
Walkner Condon Financial Advisors
Wisconsin
$5.93M -$696K -13,826 -11%
SSB
303
Sandy Spring Bank
Maryland
$5.88M -$1.21M -23,968 -17%
IHWM
304
Iron Horse Wealth Management
Iowa
$5.83M +$372K +7,388 +7%
TIA
305
Tiemann Investment Advisors
California
$5.8M +$173K +3,434 +3%
PPWM
306
Paragon Private Wealth Management
Kentucky
$5.79M +$399K +7,922 +7%
GIA
307
Gladstone Institutional Advisory
Florida
$5.78M +$3.66M +72,670 +172%
ACS
308
Archford Capital Strategies
Illinois
$5.76M +$389K +7,738 +7%
UB
309
UMB Bank
Missouri
$5.69M -$123K -2,435 -2%
RRA
310
Round Rock Advisors
Connecticut
$5.67M -$443K -8,813 -7%
HKIM
311
Hayek Kallen Investment Management
Alabama
$5.67M -$1.99M -39,458 -26%
VFM
312
Valley Financial Management
New York
$5.65M +$5.65M +112,354 New
NCM
313
Nelson Capital Management
California
$5.6M -$3.15M -62,583 -36%
FM
314
Family Management
New York
$5.53M +$131K +2,597 +2%
SPIA
315
Steward Partners Investment Advisory
New York
$5.53M +$2.07M +41,100 +60%
DWA
316
Delos Wealth Advisors
Texas
$5.46M +$186K +3,696 +4%
VNA
317
Valley National Advisers
Pennsylvania
$5.44M -$1.46M -29,109 -21%
CRWM
318
Castle Rock Wealth Management
California
$5.44M +$3.03M +60,308 +126%
LWM
319
Lionsbridge Wealth Management
Florida
$5.38M -$2.84M -56,432 -35%
WCM
320
Wunderlich Capital Managemnt
Tennessee
$5.36M +$29K +576 +0.5%
CSWG
321
Cardinal Strategic Wealth Guidance
Kentucky
$5.33M -$2.12M -42,208 -29%
TCM
322
Tradewinds Capital Management
Washington
$5.31M +$27.6K +549 +0.5%
NFP
323
Narus Financial Partners
Utah
$5.31M +$120K +2,376 +2%
JFA
324
JNBA Financial Advisors
Minnesota
$5.29M -$276K -5,487 -5%
GAG
325
GM Advisory Group
New York
$5.25M +$5.25M +104,311 New
11 12
13
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