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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 %
BTI
401
Blue Trust Inc
Georgia
$3.43M +$3.4M +67,860 +11,424%
RPSA
402
Richard P. Slaughter Associates
Texas
$3.42M +$517K +10,284 +18%
CAM
403
Cozad Asset Management
Illinois
$3.42M +$1.21M +23,979 +55%
PWM
404
Prosperity Wealth Management
California
$3.41M +$2.54M +50,424 +290%
CWM
405
Centurion Wealth Management
Virginia
$3.38M -$398K -7,908 -11%
VF
406
Vawter Financial
Ohio
$3.37M +$412K +8,197 +14%
FFN
407
Focus Financial Network
Minnesota
$3.36M +$3.36M +66,859 New
BFEC
408
Benjamin F. Edwards & Company
Missouri
$3.33M -$155K -3,073 -4%
PWS
409
Private Wealth Strategies
Ohio
$3.31M +$29.5K +587 +0.9%
WIM
410
Westside Investment Management
California
$3.29M +$1.34M +26,665 +69%
ICM
411
IMS Capital Management
Oregon
$3.25M -$37K -735 -1%
SFWC
412
Strategic Family Wealth Counselors
New Jersey
$3.19M -$209K -4,160 -6%
Neuberger Berman Group
413
Neuberger Berman Group
New York
$3.18M +$3.18M +63,281 New
FCG
414
Financial Connections Group
California
$3.18M +$1.02M +20,365 +48%
CWA
415
Centennial Wealth Advisory
Michigan
$3.16M +$64.2K +1,275 +2%
LWP
416
Laurel Wealth Planning
Minnesota
$3.14M +$515K +10,228 +20%
FEG
417
Financial Enhancement Group
Indiana
$3.13M +$1.51M +29,967 +93%
OPA
418
Old Port Advisors
Maine
$3.07M -$290K -5,774 -9%
OPWM
419
Oxinas Partners Wealth Management
Indiana
$3.07M -$130K -2,587 -4%
IIC
420
Ironwood Investment Counsel
Arizona
$3.04M -$1.14M -22,683 -27%
GAM
421
Gotham Asset Management
New York
$3.03M +$3.03M +60,273 New
AWM
422
Avior Wealth Management
Nebraska
$3.03M -$1.42M -28,154 -32%
BA
423
Bridge Advisory
California
$3.01M +$267K +5,309 +10%
FFA
424
Founders Financial Alliance
North Carolina
$3M +$1.44M +28,537 +92%
NCM
425
Novare Capital Management
North Carolina
$2.98M -$107K -2,125 -3%
15 16
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