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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 %
WCFA
301
Walkner Condon Financial Advisors
Wisconsin
$5.96M +$52.8K +1,053 +0.9%
FIA
302
Foundations Investment Advisors
Arizona
$5.91M -$9.49M -189,271 -62%
CTC
303
Central Trust Company
Missouri
$5.78M -$3.42M -68,258 -37%
ACS
304
Archford Capital Strategies
Illinois
$5.76M +$11.3K +225 +0.2%
ACA
305
Aspire Capital Advisors
Washington
$5.73M -$197K -3,924 -3%
NCM
306
Noesis Capital Mangement
Florida
$5.72M +$609K +12,155 +12%
PPWM
307
Paragon Private Wealth Management
Kentucky
$5.7M -$70.7K -1,411 -1%
SSB
308
Sandy Spring Bank
Maryland
$5.6M -$260K -5,182 -4%
PIA
309
Pinion Investment Advisors
Kansas
$5.56M -$1.34M -26,686 -19%
SPIA
310
Steward Partners Investment Advisory
New York
$5.48M -$23.8K -474 -0.4%
CRWM
311
Castle Rock Wealth Management
California
$5.48M +$73.3K +1,468 +1%
PCG
312
Prosperity Consulting Group
Maryland
$5.47M -$714K -14,244 -12%
SIG
313
Sargent Investment Group
Maryland
$5.34M +$268K +5,350 +5%
DWA
314
Delos Wealth Advisors
Texas
$5.33M -$114K -2,266 -2%
TCM
315
Tradewinds Capital Management
Washington
$5.33M +$33.9K +676 +0.6%
GIA
316
Gladstone Institutional Advisory
Florida
$5.32M -$440K -8,779 -8%
WMA
317
West Michigan Advisors
Michigan
$5.31M +$671K +13,388 +14%
CSWG
318
Cardinal Strategic Wealth Guidance
Kentucky
$5.3M -$5.97K -119 -0.1%
WIM
319
Westside Investment Management
California
$5.2M +$1.92M +38,380 +59%
FEG
320
Financial Enhancement Group
Indiana
$5.2M +$2.08M +41,619 +67%
EL
321
Essex LLC
Illinois
$5.18M -$1.96M -39,032 -27%
FP
322
Financial Perspectives
Minnesota
$5.12M +$405K +8,085 +9%
AWS
323
AJ Wealth Strategies
New York
$5.03M -$76.8K -1,531 -2%
AWMS
324
Advocacy Wealth Management Services
Georgia
$5.01M +$753K +15,026 +18%
GWM
325
Geneos Wealth Management
Colorado
$4.98M -$1.72M -34,307 -26%
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