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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 %
AA
351
Advisory Alpha
Michigan
$4.29M +$79.7K +1,586 +2%
ES
352
Eagle Strategies
New York
$4.29M -$7.98M -158,789 -65%
EWM
353
Elmwood Wealth Management
California
$4.2M -$3.61M -71,965 -46%
WAG
354
Winthrop Advisory Group
Massachusetts
$4.19M -$185K -3,677 -4%
BAWC
355
Boyce & Associates Wealth Consulting
Texas
$4.16M -$754K -15,013 -15%
FCA
356
FinTrust Capital Advisors
South Carolina
$4.16M -$337K -6,712 -7%
WPA
357
West Paces Advisors
Georgia
$4.08M -$235K -4,676 -5%
FCG
358
Financial Connections Group
California
$4.07M +$972K +19,353 +31%
LWM
359
Lionsbridge Wealth Management
Florida
$4.04M -$4.26M -84,881 -51%
VNA
360
Valley National Advisers
Pennsylvania
$3.99M -$133K -2,653 -3%
NFP
361
Narus Financial Partners
Utah
$3.99M -$741K -14,761 -16%
EFG
362
Ethos Financial Group
Pennsylvania
$3.96M -$7.7M -152,662 -66%
EWA
363
EP Wealth Advisors
California
$3.95M -$314K -6,252 -7%
SPIA
364
Steward Partners Investment Advisory
New York
$3.94M +$94.3K +1,877 +2%
FFA
365
Founders Financial Alliance
North Carolina
$3.91M +$173K +3,447 +5%
CCA
366
Childress Capital Advisors
Texas
$3.89M +$1.15M +22,814 +42%
RWA
367
Rainsberger Wealth Advisors
Colorado
$3.87M -$82K -1,632 -2%
SFC
368
SYM Financial Corp
Indiana
$3.86M -$11.7M -232,204 -75%
UB
369
UMB Bank
Missouri
$3.82M -$550K -10,958 -13%
SFG
370
Sunburst Financial Group
Alabama
$3.81M -$1.6M -31,946 -30%
FAM
371
Frontier Asset Management
Wyoming
$3.81M +$290K +5,777 +8%
FAM
372
Family Asset Management
South Carolina
$3.78M +$297K +5,913 +9%
HKIM
373
Hayek Kallen Investment Management
Alabama
$3.76M -$187K -3,730 -5%
IIC
374
Ironwood Investment Counsel
Arizona
$3.71M -$1.49M -29,671 -29%
SRA
375
Secured Retirement Advisors
Minnesota
$3.69M +$3.69M +73,394 New
13 14
15
16 17