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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
+$2.78B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$862M
3
Jane Street
Jane Street
New York
+$270M
4
Charles Schwab
Charles Schwab
California
+$155M
5
Goldman Sachs
Goldman Sachs
New York
+$93.6M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$389M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$61.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$56.5M
5
SW
SVB Wealth
Massachusetts
-$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
326
Delos Wealth Advisors
Texas
$4.96M -$292K -5,804 -6%
SIG
327
Sargent Investment Group
Maryland
$4.93M -$779K -15,506 -14%
AIM
328
Anchor Investment Management
South Carolina
$4.81M +$192K +3,831 +4%
ICG
329
InterOcean Capital Group
Tennessee
$4.75M +$2.38M +47,382 +100%
EA
330
Ergawealth Advisors
Illinois
$4.71M -$112K -2,237 -2%
FEG
331
Financial Enhancement Group
Indiana
$4.67M -$91.2K -1,812 -2%
TCM
332
TD Capital Management
Tennessee
$4.65M +$3.23M +64,319 +228%
CT
333
Colonial Trust
South Carolina
$4.64M -$41.3K -822 -0.9%
FW
334
FirstPurpose Wealth
Utah
$4.58M -$63K -1,254 -1%
ACM
335
Alpha Capital Management
Texas
$4.55M -$20.1K -400 -0.4%
FAIM
336
Financial Advocates Investment Management
Washington
$4.52M -$2.38M -47,291 -34%
RCM
337
Rivernorth Capital Management
Florida
$4.52M +$4.52M +90,000 New
WCFA
338
Walkner Condon Financial Advisors
Wisconsin
$4.52M -$1.15M -22,832 -20%
ACA
339
Aptus Capital Advisors
Alabama
$4.5M -$449K -8,941 -9%
MCC
340
Money Concepts Capital
Florida
$4.5M -$370K -7,364 -8%
FAM
341
Formidable Asset Management
Ohio
$4.48M -$2.39M -47,498 -35%
BL
342
BFSG LLC
California
$4.48M -$34.4K -684 -0.8%
AHC
343
Adell Harriman & Carpenter
Texas
$4.46M +$2.84M +56,451 +175%
CPIG
344
Chicago Partners Investment Group
Illinois
$4.45M +$939K +18,626 +27%
PCMC
345
Private Capital Management (Colorado)
Colorado
$4.39M +$4.29M +85,506 +4,560%
CCG
346
Catalina Capital Group
California
$4.35M +$4.35M +86,656 New
SRC
347
Sage Rhino Capital
California
$4.34M +$302K +6,011 +7%
EL
348
Essex LLC
Illinois
$4.33M -$463K -9,222 -10%
PAG
349
Paladin Advisory Group
Iowa
$4.32M -$86.9K -1,730 -2%
LWL
350
Leo Wealth LLC
Texas
$4.29M +$4.29M +85,433 New
12 13
14
15 16