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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 %
BPA
301
Beacon Pointe Advisors
California
$5.51M -$38.3M -762,782 -87%
WWM
302
WT Wealth Management
Arizona
$5.49M -$4.24M -84,193 -44%
CSWG
303
Cardinal Strategic Wealth Guidance
Kentucky
$5.48M +$69.2K +1,378 +1%
SWA
304
Stratos Wealth Advisors
Ohio
$5.45M +$386K +7,690 +8%
SSB
305
Sandy Spring Bank
Maryland
$5.42M -$373K -7,432 -6%
LWM
306
Lodestone Wealth Management
Washington
$5.42M -$255K -5,079 -4%
TCM
307
Tradewinds Capital Management
Washington
$5.42M +$40.2K +801 +0.7%
PWM
308
Perigon Wealth Management
California
$5.4M +$4.13M +82,284 +327%
CRWM
309
Castle Rock Wealth Management
California
$5.4M -$285K -5,672 -5%
BCWM
310
Bartlett & Co Wealth Management
Ohio
$5.39M +$865K +17,144 +19%
BC
311
Bartlett & Co
Ohio
$5.39M +$865K +17,144 +19%
RIG
312
RiverFront Investment Group
Virginia
$5.38M +$465K +9,253 +9%
ACA
313
Aspire Capital Advisors
Washington
$5.35M -$392K -7,803 -7%
FIA
314
Foundations Investment Advisors
Arizona
$5.33M -$1.17M -23,342 -18%
HFS
315
Howard Financial Services
Texas
$5.32M -$681K -13,561 -11%
ACM
316
Advisors Capital Management
New Jersey
$5.31M -$1.33M -26,431 -20%
SAM
317
SP Asset Management
California
$5.29M -$1.05M -20,884 -17%
Creative Planning
318
Creative Planning
Kansas
$5.23M +$3.5M +69,765 +203%
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$5.17M +$1.95M +38,725 +60%
RPSA
320
Richard P. Slaughter Associates
Texas
$5.16M -$353K -7,033 -6%
MWM
321
Mosley Wealth Management
California
$5.09M +$5.09M +101,323 New
CF
322
Centaurus Financial
California
$5.06M -$1.54M -30,605 -23%
FP
323
Financial Perspectives
Minnesota
$5.04M +$6.68K +133 +0.1%
M1FG
324
Mach-1 Financial Group
Arkansas
$5M +$846K +16,845 +20%
PFS
325
Prospera Financial Services
Texas
$4.97M +$3.39M +67,423 +213%
11 12
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