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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 %
FW
351
FirstPurpose Wealth
Utah
$4.39M +$605K +12,070 +16%
SFA
352
Sequoia Financial Advisors
Ohio
$4.39M -$14.1M -281,910 -76%
WPA
353
West Paces Advisors
Georgia
$4.37M -$556K -11,089 -11%
CG
354
CFO4Life Group
Texas
$4.36M -$46.3K -923 -1%
CAAS
355
Capital Asset Advisory Services
Michigan
$4.35M +$1.96M +39,031 +81%
FFA
356
First Foundation Advisors
California
$4.27M -$5.97M -119,107 -58%
AFA
357
American Financial Advisors
Georgia
$4.27M +$116K +2,317 +3%
HKIM
358
Hayek Kallen Investment Management
Alabama
$4.26M -$1.38M -27,589 -25%
HPC
359
HM Payson & Co
Maine
$4.24M – – –
OWM
360
OneAscent Wealth Management
Alabama
$4.23M -$150K -2,987 -3%
IA
361
IFG Advisory
Georgia
$4.21M -$330K -6,572 -7%
PAG
362
Paladin Advisory Group
Iowa
$4.19M -$177K -3,531 -4%
FM
363
Family Management
New York
$4.07M -$1.44M -28,774 -26%
Bank of Montreal
364
Bank of Montreal
Ontario, Canada
$4.07M -$3.77M -75,107 -48%
BNP Paribas Financial Markets
365
BNP Paribas Financial Markets
France
$3.99M +$3.61M +72,081 +953%
RWA
366
Rainsberger Wealth Advisors
Colorado
$3.98M -$2.25M -44,810 -36%
MAG
367
Mayfair Advisory Group
Alabama
$3.96M +$1.07M +21,473 +37%
DWP
368
Daymark Wealth Partners
Ohio
$3.95M +$308K +6,151 +8%
DT
369
Daniels + Tansey
Delaware
$3.92M +$249K +4,959 +7%
SWA
370
Stratos Wealth Advisors
Ohio
$3.87M +$2.78M +55,531 +257%
EA
371
Ergawealth Advisors
Illinois
$3.86M +$1.28M +25,604 +50%
FWP
372
FAS Wealth Partners
Kansas
$3.85M +$62.3K +1,243 +2%
JWA
373
JFS Wealth Advisors
Pennsylvania
$3.85M +$167K +3,329 +5%
OC
374
Oarsman Capital
Wisconsin
$3.84M +$919K +18,319 +31%
PPW
375
Pasadena Private Wealth
California
$3.83M +$70.5K +1,406 +2%
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15
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