JPST icon

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 %
PPWM
376
Paragon Private Wealth Management
Kentucky
$3.64M -$1.23M -24,537 -25%
YIA
377
YHB Investment Advisors
Connecticut
$3.64M -$304K -6,049 -8%
FTUS
378
Flow Traders U.S.
New York
$3.62M -$18M -359,347 -83%
AT
379
American Trust
Kentucky
$3.6M +$200K +3,983 +6%
MGIA
380
Matthew Goff Investment Advisor
Texas
$3.57M -$113K -2,248 -3%
AWM
381
Atticus Wealth Management
Florida
$3.55M +$1.14M +22,718 +47%
CCFM
382
Clear Creek Financial Management
Washington
$3.52M -$1.45M -28,908 -29%
CW
383
CIC Wealth
Maryland
$3.51M +$156K +3,101 +5%
FWP
384
FAS Wealth Partners
Kansas
$3.51M -$289K -5,759 -8%
CG
385
CFO4Life Group
Texas
$3.47M -$700K -13,943 -17%
FCFC
386
First Citizens Financial Corp
Iowa
$3.46M +$94.1K +1,874 +3%
IAN
387
Integrated Advisors Network
Texas
$3.44M -$68.9K -1,372 -2%
KP
388
Keel Point
Alabama
$3.4M -$139K -2,762 -4%
PG
389
Patten Group
Tennessee
$3.38M +$609K +12,130 +22%
SPC
390
Sigma Planning Corp
Michigan
$3.34M -$4.11M -81,725 -55%
BWS
391
Buck Wealth Strategies
Colorado
$3.33M +$130K +2,587 +4%
HIP
392
HUB Investment Partners
Texas
$3.32M -$973K -19,376 -23%
CTC
393
Central Trust Company
Missouri
$3.32M -$208K -4,144 -6%
FT
394
Fiduciary Trust
Massachusetts
$3.29M +$253K +5,030 +8%
WI
395
WBI Investments
New Jersey
$3.29M +$59.7K +1,188 +2%
AI
396
Auour Investments
Massachusetts
$3.29M +$44.6K +885 +1%
SFWC
397
Strategic Family Wealth Counselors
New Jersey
$3.23M +$210K +4,178 +7%
FFO
398
Fortitude Family Office
Arizona
$3.2M +$3.2M +63,633 New
CTA
399
Chesley Taft & Associates
Illinois
$3.19M +$206K +4,100 +7%
VCM
400
Virtue Capital Management
Tennessee
$3.19M +$265K +5,283 +9%
14 15
16
17 18