JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

962 hedge funds and large institutions have $16.3B invested in JPMorgan Ultra-Short Income ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 355 increasing their positions, 446 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+14
Holders Change %
+1.48%
% of All Funds
15.34%
Holding in Top 10
164
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.14%
% of All Funds
2.61%
New
84
Increased
355
Reduced
446
Closed
60
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$66K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$52.7M
3
BPA
Beacon Pointe Advisors
California
+$41.9M
4
AA
ACT Advisors
North Carolina
+$30.8M
5
BMCM
Bryn Mawr Capital Management
Pennsylvania
+$27.3M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$414M
2
Jane Street
Jane Street
New York
-$287M
3
HFRG
Houlihan Financial Resource Group
Virginia
-$255M
4
Morgan Stanley
Morgan Stanley
New York
-$150M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
376
OneAscent Wealth Management
Alabama
$3.89M -$342K -6,825 -8%
BFA
377
Beaumont Financial Advisors
Massachusetts
$3.87M +$2.9M +57,721 +298%
FEM
378
Fulcrum Equity Management
Texas
$3.86M +$3.86M +76,864 New
SPIA
379
Steward Partners Investment Advisory
New York
$3.84M -$1.64M -32,731 -30%
GGS
380
Galvin Gaustad & Stein
Arizona
$3.84M -$3.9M -77,802 -50%
NCG
381
Newport Capital Group
New Jersey
$3.83M -$914K -18,222 -19%
PP
382
PDS Planning
Ohio
$3.82M -$5.27K -105 -0.1%
FWP
383
FAS Wealth Partners
Kansas
$3.79M -$61.1K -1,218 -2%
FFA
384
Founders Financial Alliance
North Carolina
$3.74M +$143K +2,854 +4%
GIA
385
Gladstone Institutional Advisory
Florida
$3.73M -$1.59M -31,776 -30%
GI
386
Glovista Investments
New Jersey
$3.71M +$3.71M +73,845 New
MGIA
387
Matthew Goff Investment Advisor
Texas
$3.68M +$7.43K +148 +0.2%
KA
388
Klingman & Associates
New York
$3.61M -$1.01M -20,215 -22%
FF
389
Financial Futures
New Jersey
$3.61M -$3.94M -78,446 -52%
PCM
390
Pennsylvania Capital Management
Pennsylvania
$3.61M -$8.28K -165 -0.2%
SFA
391
Sequoia Financial Advisors
Ohio
$3.54M -$850K -16,944 -19%
KP
392
Keel Point
Alabama
$3.54M +$170K +3,394 +5%
CTC
393
Central Trust Company
Missouri
$3.52M -$2.26M -45,023 -39%
FAM
394
Frontier Asset Management
Wyoming
$3.51M +$1.58M +31,405 +81%
PWS
395
Private Wealth Strategies
Ohio
$3.5M +$167K +3,335 +5%
IAN
396
Integrated Advisors Network
Texas
$3.5M -$76.5K -1,525 -2%
CPIG
397
Chicago Partners Investment Group
Illinois
$3.5M -$233K -4,648 -6%
FAM
398
Family Asset Management
South Carolina
$3.48M -$1.34M -26,623 -28%
AT
399
American Trust
Kentucky
$3.4M +$3.04M +60,676 +854%
SS
400
Simplicity Solutions
Minnesota
$3.38M -$42.9M -854,848 -93%
14 15
16
17 18