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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 %
UB
326
UMB Bank
Missouri
$4.93M -$739K -14,738 -13%
PWM
327
Pinnacle Wealth Management
California
$4.92M +$4.92M +98,095 New
CT
328
Colonial Trust
South Carolina
$4.92M +$25.3K +504 +0.5%
NFP
329
Narus Financial Partners
Utah
$4.87M -$418K -8,336 -8%
CFD
330
Creative Financial Designs
Indiana
$4.86M -$6.23M -124,291 -56%
FAM
331
Family Asset Management
South Carolina
$4.82M -$3.94M -78,591 -45%
LWM
332
Lionsbridge Wealth Management
Florida
$4.81M -$547K -10,915 -10%
EWA
333
EP Wealth Advisors
California
$4.8M -$24.1M -502,556 -83%
AF
334
Advisornet Financial
Minnesota
$4.77M +$1.01M +20,085 +27%
WAG
335
Winthrop Advisory Group
Massachusetts
$4.75M -$1.67M -33,208 -26%
CCA
336
Childress Capital Advisors
Texas
$4.74M +$9.08K +181 +0.2%
NCG
337
Newport Capital Group
New Jersey
$4.74M +$4.74M +94,467 New
AI
338
Auour Investments
Massachusetts
$4.66M +$4.66M +93,033 New
SWM
339
Silverlake Wealth Management
Vermont
$4.63M -$1.37M -27,382 -23%
KA
340
Klingman & Associates
New York
$4.63M -$3.17M -63,260 -41%
CCFM
341
Clear Creek Financial Management
Washington
$4.62M +$905K +18,053 +24%
AIM
342
Anchor Investment Management
South Carolina
$4.58M +$435K +8,675 +10%
BL
343
BFSG LLC
California
$4.57M +$53.6K +1,069 +1%
DC
344
Darrow Company
Massachusetts
$4.56M +$418K +8,343 +10%
BAWC
345
Boyce & Associates Wealth Consulting
Texas
$4.51M +$841K +16,782 +23%
BCWM
346
Bartlett & Co Wealth Management
Ohio
$4.51M -$197K -3,925 -4%
BC
347
Bartlett & Co
Ohio
$4.51M -$197K -3,925 -4%
VNA
348
Valley National Advisers
Pennsylvania
$4.5M -$917K -18,288 -17%
VIA
349
Vickerman Investment Advisors
Washington
$4.5M -$10.9M -217,840 -71%
YIA
350
YHB Investment Advisors
Connecticut
$4.47M +$51.7K +1,031 +1%
12 13
14
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