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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 %
FW
376
FirstPurpose Wealth
Utah
$3.8M +$748K +14,863 +25%
3AM
377
3EDGE Asset Management
Florida
$3.78M +$3.78M +75,033 New
AF
378
Advisornet Financial
Minnesota
$3.77M +$1.41M +28,083 +60%
PPW
379
Pasadena Private Wealth
California
$3.77M -$3.24M -64,439 -46%
AWA
380
Acorn Wealth Advisors
Michigan
$3.77M -$65.1K -1,294 -2%
CCFM
381
Clear Creek Financial Management
Washington
$3.73M +$2.19M +43,540 +143%
JWA
382
JFS Wealth Advisors
Pennsylvania
$3.69M -$50.9K -1,012 -1%
DT
383
Daniels + Tansey
Delaware
$3.68M +$3.68M +73,179 New
MA
384
MBA Advisors
Pennsylvania
$3.68M -$375K -7,447 -9%
BAWC
385
Boyce & Associates Wealth Consulting
Texas
$3.68M +$1.36M +27,085 +59%
PCM
386
Pennsylvania Capital Management
Pennsylvania
$3.66M -$1.39M -27,696 -28%
DWP
387
Daymark Wealth Partners
Ohio
$3.66M +$474K +9,419 +15%
FHB
388
First Hawaiian Bank
Hawaii
$3.65M – – –
EFG
389
Ethos Financial Group
Pennsylvania
$3.64M -$959K -19,031 -21%
OC
390
Oppenheimer & Co
New York
$3.64M -$393K -7,801 -10%
IAN
391
Integrated Advisors Network
Texas
$3.64M -$807K -16,041 -18%
WCAMG
392
Woodard & Company Asset Management Group
North Carolina
$3.61M +$3.61M +71,801 New
VCM
393
Virtue Capital Management
Tennessee
$3.6M -$2.07M -41,044 -36%
JWM
394
JGP Wealth Management
Oregon
$3.55M -$334K -6,631 -9%
CP
395
Castleview Partners
Texas
$3.55M -$41.8K -830 -1%
HFM
396
Hartford Financial Management
Connecticut
$3.54M -$1.02M -20,264 -22%
MBT
397
Montecito Bank & Trust
California
$3.47M +$687K +13,662 +25%
PWM
398
Perigon Wealth Management
California
$3.46M +$445K +8,845 +15%
FWA
399
FOCUS Wealth Advisors
Texas
$3.46M +$3.46M +68,742 New
JFG
400
Jefferies Financial Group
New York
$3.44M +$27K +536 +0.8%
14 15
16
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