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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 %
PCG
326
Prosperity Consulting Group
Maryland
$5.12M -$350K -6,977 -6%
OC
327
Oarsman Capital
Wisconsin
$5.1M +$1.25M +24,997 +33%
SWA
328
Stratos Wealth Advisors
Ohio
$5.06M +$1.19M +23,722 +31%
FP
329
Financial Perspectives
Minnesota
$5.02M -$102K -2,033 -2%
CFD
330
Creative Financial Designs
Indiana
$4.99M +$125K +2,500 +3%
CCFM
331
Clear Creek Financial Management
Washington
$4.97M +$343K +6,835 +7%
FM
332
Foster & Motley
Ohio
$4.95M +$3.17M +63,134 +178%
ACA
333
Aptus Capital Advisors
Alabama
$4.95M -$8.51M -169,647 -63%
RIG
334
RiverFront Investment Group
Virginia
$4.91M +$1.4M +27,860 +40%
BAWC
335
Boyce & Associates Wealth Consulting
Texas
$4.91M +$396K +7,893 +9%
FIM
336
Freedom Investment Management
Connecticut
$4.87M +$4.6M +91,674 +1,712%
PPWM
337
Paragon Private Wealth Management
Kentucky
$4.87M -$832K -16,584 -15%
MCC
338
Money Concepts Capital
Florida
$4.86M +$3.49M +69,531 +254%
EA
339
Ergawealth Advisors
Illinois
$4.82M +$960K +19,133 +25%
EL
340
Essex LLC
Illinois
$4.79M -$397K -7,902 -8%
FEG
341
Financial Enhancement Group
Indiana
$4.73M -$470K -9,392 -9%
NFP
342
Narus Financial Partners
Utah
$4.72M -$148K -2,953 -3%
MAG
343
Mayfair Advisory Group
Alabama
$4.71M +$742K +14,814 +19%
CT
344
Colonial Trust
South Carolina
$4.68M -$245K -4,875 -5%
FW
345
FirstPurpose Wealth
Utah
$4.64M +$246K +4,902 +6%
AIM
346
Anchor Investment Management
South Carolina
$4.62M +$30.5K +608 +0.7%
ACM
347
Alpha Capital Management
Texas
$4.56M -$2.39M -47,592 -34%
AFA
348
American Financial Advisors
Georgia
$4.53M +$262K +5,216 +6%
BL
349
BFSG LLC
California
$4.51M -$61.1K -1,218 -1%
BC
350
Bartlett & Co
Ohio
$4.5M -$16K -318 -0.4%
12 13
14
15 16