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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 %
FFP
351
FourThought Financial Partners
Florida
$4.55M -$1.8M -35,725 -28%
BL
352
BFSG LLC
California
$4.53M -$697K -13,843 -13%
YIA
353
YHB Investment Advisors
Connecticut
$4.44M -$395K -7,848 -8%
CG
354
CFO4Life Group
Texas
$4.42M +$380K +7,556 +9%
OWM
355
OneAscent Wealth Management
Alabama
$4.39M +$4.39M +87,299 New
CPWA
356
Cerro Pacific Wealth Advisors
California
$4.39M -$2.77M -54,980 -39%
PAG
357
Paladin Advisory Group
Iowa
$4.38M +$4.38M +87,055 New
AWMS
358
Advocacy Wealth Management Services
Georgia
$4.28M +$809K +16,068 +23%
FA
359
Fiduciary Alliance
South Carolina
$4.26M +$4.23M +84,149 +14,434%
HPC
360
HM Payson & Co
Maine
$4.25M -$18.6K -370 -0.4%
TC
361
TAP Consulting
Missouri
$4.19M +$538K +10,692 +15%
AFA
362
American Financial Advisors
Georgia
$4.17M +$381K +7,570 +10%
AIM
363
Anchor Investment Management
South Carolina
$4.16M +$101K +2,005 +2%
DC
364
Darrow Company
Massachusetts
$4.15M +$124K +2,455 +3%
DCM
365
Donaldson Capital Management
Indiana
$4.09M +$1.13M +22,550 +38%
CPIG
366
Chicago Partners Investment Group
Illinois
$4.06M -$375K -7,459 -8%
Bank of Nova Scotia
367
Bank of Nova Scotia
Ontario, Canada
$4.05M +$4.05M +80,527 New
PP
368
PDS Planning
Ohio
$3.94M -$36.6K -727 -0.9%
WWP
369
WR Wealth Planners
Missouri
$3.92M +$1.57M +31,140 +67%
FHA
370
First Horizon Advisors
Tennessee
$3.89M -$805K -15,997 -17%
BWS
371
Buck Wealth Strategies
Colorado
$3.88M +$3.88M +77,069 New
MGIA
372
Matthew Goff Investment Advisor
Texas
$3.88M +$1.59M +31,536 +69%
HIP
373
HUB Investment Partners
Texas
$3.84M -$158K -3,145 -4%
AMM
374
American Money Management
California
$3.84M -$2.52M -49,994 -40%
FWP
375
FAS Wealth Partners
Kansas
$3.8M -$3.47M -68,958 -48%
13 14
15
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