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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 %
BFG
401
Bleakley Financial Group
New Jersey
$3.38M -$42.4M -845,318 -93%
FCFC
402
First Citizens Financial Corp
Iowa
$3.37M +$1.03M +20,513 +44%
CW
403
CIC Wealth
Maryland
$3.35M +$35.9K +716 +1%
WWP
404
WR Wealth Planners
Missouri
$3.34M -$285K -5,678 -8%
HFM
405
Hartford Financial Management
Connecticut
$3.28M -$185K -3,681 -5%
CWA
406
Centennial Wealth Advisory
Michigan
$3.26M +$145K +2,898 +5%
GSEP
407
Golden State Equity Partners
California
$3.25M +$1.14M +22,756 +54%
VIA
408
Vickerman Investment Advisors
Washington
$3.25M -$1.25M -24,985 -28%
GM
409
GeoWealth Management
Illinois
$3.24M +$2.96M +59,086 +1,088%
WI
410
WBI Investments
New Jersey
$3.23M -$7.48K -149 -0.2%
AI
411
Auour Investments
Massachusetts
$3.22M -$1.44M -28,684 -31%
WAP
412
Wealthcare Advisory Partners
Pennsylvania
$3.22M +$630K +12,556 +24%
FFP
413
FourThought Financial Partners
Florida
$3.2M -$318K -6,328 -9%
BWS
414
Buck Wealth Strategies
Colorado
$3.19M -$483K -9,623 -13%
ICM
415
IMS Capital Management
Oregon
$3.15M +$65.6K +1,307 +2%
OC
416
Oppenheimer & Co
New York
$3.15M -$203K -4,037 -6%
FCG
417
Financial Connections Group
California
$3.1M -$37.4K -745 -1%
WMWM
418
Whitaker-Myers Wealth Managers
Ohio
$3.09M +$369K +7,355 +14%
BAM
419
BOS Asset Management
Illinois
$3.08M +$542K +10,800 +21%
Manulife (Manufacturers Life Insurance)
420
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.07M – – –
FT
421
Fiduciary Trust
Massachusetts
$3.04M +$1.22M +24,311 +67%
SFWC
422
Strategic Family Wealth Counselors
New Jersey
$3.01M -$12.8K -256 -0.4%
OPA
423
Old Port Advisors
Maine
$2.99M +$2.99M +59,526 New
I2I
424
Insight 2811 Inc
Illinois
$2.98M +$1.12M +22,360 +60%
CTA
425
Chesley Taft & Associates
Illinois
$2.98M +$45.2K +900 +2%
15 16
17
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