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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 %
WIP
326
WealthCare Investment Partners
Rhode Island
$5.17M -$2.95M -58,568 -36%
FEM
327
Fulcrum Equity Management
Texas
$5.16M -$4.71M -93,569 -48%
Lido Advisors
328
Lido Advisors
California
$5.16M +$23.8K +472 +0.5%
ACA
329
Aptus Capital Advisors
Alabama
$5.14M +$3.56M +70,725 +226%
AWS
330
AJ Wealth Strategies
New York
$5.13M -$1.89M -37,516 -27%
NCM
331
Noesis Capital Mangement
Florida
$5.13M +$26.9K +535 +0.5%
TWM
332
TriaGen Wealth Management
California
$5.11M +$816K +16,219 +19%
JAG
333
Journey Advisory Group
Kentucky
$5.11M +$906K +18,014 +22%
SIG
334
Sargent Investment Group
Maryland
$5.08M -$8.53K -170 -0.2%
AF
335
Affiance Financial
Minnesota
$4.96M +$3.27M +65,061 +194%
WPA
336
West Paces Advisors
Georgia
$4.95M -$373K -7,417 -7%
CT
337
Colonial Trust
South Carolina
$4.91M -$288K -5,715 -6%
IIA
338
Integral Investment Advisors
California
$4.83M +$1.74M +34,635 +56%
DI
339
DFPG Investments
Utah
$4.77M -$2.51M -49,839 -34%
CCA
340
Childress Capital Advisors
Texas
$4.75M +$843K +16,743 +22%
FP
341
Financial Perspectives
Minnesota
$4.73M -$1.39M -27,627 -23%
BC
342
Bartlett & Co
Ohio
$4.72M -$549K -10,918 -10%
BCWM
343
Bartlett & Co Wealth Management
Ohio
$4.72M -$549K -10,918 -10%
WMA
344
West Michigan Advisors
Michigan
$4.66M +$903K +17,939 +24%
CIA
345
Caerus Investment Advisors
Texas
$4.63M +$1.58M +31,396 +52%
EFS
346
Essex Financial Services
Connecticut
$4.62M +$773K +15,366 +20%
SCM
347
SOL Capital Management
Maryland
$4.6M +$305K +6,060 +7%
KP
348
Keel Point
Alabama
$4.59M -$1.38M -27,384 -23%
GRP
349
Global Retirement Partners
California
$4.59M +$644K +12,822 +16%
IA
350
IFG Advisory
Georgia
$4.56M -$184K -3,658 -4%
12 13
14
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