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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 %
UWM
426
USAdvisors Wealth Management
Minnesota
$2.96M -$1.75M -34,674 -37%
SOS
427
Silver Oak Securities
Tennessee
$2.96M +$590K +11,724 +25%
OC
428
Oarsman Capital
Wisconsin
$2.93M +$750K +14,904 +34%
FT
429
Fiduciary Trust
Massachusetts
$2.92M +$241K +4,799 +9%
SAM
430
SP Asset Management
California
$2.92M +$706K +14,023 +32%
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$2.91M +$937K +18,622 +48%
MAG
432
Mayfair Advisory Group
Alabama
$2.9M +$356K +7,079 +14%
AA
433
Advisory Alpha
Michigan
$2.9M +$55.7K +1,107 +2%
NA
434
Nottingham Advisors
New York
$2.89M -$2.28M -45,319 -44%
MFS
435
Madrona Financial Services
Washington
$2.89M -$206K -4,101 -7%
GL
436
Graypoint LLC
New York
$2.89M +$230K +4,577 +9%
SSWM
437
Sheets Smith Wealth Management
North Carolina
$2.89M +$561K +11,156 +24%
SIA
438
SkyView Investment Advisors
New Jersey
$2.87M +$720K +14,310 +34%
Brown Advisory
439
Brown Advisory
Maryland
$2.85M +$36.6K +728 +1%
SSW
440
Stone Summit Wealth
Florida
$2.85M -$59K -1,172 -2%
RBC
441
Roble Belko & Company
Pennsylvania
$2.84M +$400K +7,959 +16%
MSFS
442
Main Street Financial Solutions
Pennsylvania
$2.83M +$109K +2,170 +4%
NL
443
NWAM LLC
Washington
$2.81M -$467K -9,274 -14%
CA
444
Crumly & Associates
Illinois
$2.8M -$17.2M -341,816 -86%
NL
445
NVWM LLC
Pennsylvania
$2.77M -$1.75M -34,747 -39%
FA
446
Fermata Advisors
California
$2.76M -$356K -7,068 -11%
JIC
447
Joel Isaacson & Co
New York
$2.73M – – –
CAG
448
Curtis Advisory Group
California
$2.72M -$362K -7,197 -12%
TL
449
Tradewinds LLC
North Carolina
$2.72M +$2.72M +54,075 New
CTA
450
Chesley Taft & Associates
Illinois
$2.71M +$98.1K +1,950 +4%
16 17
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