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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 %
DMBA
301
Deseret Mutual Benefit Administrators
Utah
$6.02M +$6.02M +119,880 New
HFS
302
Howard Financial Services
Texas
$6M -$483K -9,619 -7%
SPL
303
Smart Portfolios LLC
Washington
$5.95M -$1.42M -28,394 -19%
CAL
304
Capital Analysts LLC
Pennsylvania
$5.92M -$25.1M -500,716 -81%
ACS
305
Archford Capital Strategies
Illinois
$5.87M +$107K +2,132 +2%
SSB
306
Sandy Spring Bank
Maryland
$5.79M +$178K +3,540 +3%
RRA
307
Round Rock Advisors
Connecticut
$5.74M -$316K -6,305 -5%
ACA
308
Aspire Capital Advisors
Washington
$5.74M +$3.96K +79 +0.1%
WMA
309
West Michigan Advisors
Michigan
$5.71M +$394K +7,858 +7%
SIG
310
Sargent Investment Group
Maryland
$5.7M +$357K +7,113 +7%
LWM
311
Lodestone Wealth Management
Washington
$5.67M -$487K -9,713 -8%
WCFA
312
Walkner Condon Financial Advisors
Wisconsin
$5.66M -$306K -6,106 -5%
CRWM
313
Castle Rock Wealth Management
California
$5.65M +$167K +3,347 +3%
NCM
314
Noesis Capital Mangement
Florida
$5.6M -$126K -2,505 -2%
LWMG
315
Levy Wealth Management Group
Pennsylvania
$5.59M -$980K -19,532 -15%
PIA
316
Pinion Investment Advisors
Kansas
$5.58M +$12.7K +254 +0.2%
WAM
317
WNY Asset Management
New York
$5.53M +$4.55M +90,596 +461%
RPSA
318
Richard P. Slaughter Associates
Texas
$5.51M +$2.05M +40,797 +59%
LHC
319
Little House Capital
Massachusetts
$5.44M +$5.44M +108,489 New
SFG
320
Sunburst Financial Group
Alabama
$5.41M -$995K -19,836 -16%
CSWG
321
Cardinal Strategic Wealth Guidance
Kentucky
$5.4M +$96.1K +1,915 +2%
TCM
322
Tradewinds Capital Management
Washington
$5.37M +$37.8K +753 +0.7%
DWA
323
Delos Wealth Advisors
Texas
$5.26M -$83.7K -1,666 -2%
KPWS
324
Kestra Private Wealth Services
Texas
$5.21M -$939K -18,703 -15%
AF
325
Advisornet Financial
Minnesota
$5.17M +$400K +7,966 +8%
11 12
13
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