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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 %
BA
426
Bridge Advisory
California
$2.97M -$30.5K -607 -1%
JWM
427
JGP Wealth Management
Oregon
$2.96M -$258K -5,134 -8%
FGAM
428
Financial Gravity Asset Management
Texas
$2.93M +$2.67M +127,938 +1,011%
SIC
429
Salem Investment Counselors
North Carolina
$2.92M +$578K +11,511 +25%
SOS
430
Silver Oak Securities
Tennessee
$2.91M -$629K -12,526 -18%
TL
431
Tradewinds LLC
North Carolina
$2.9M +$113K +2,251 +4%
VCM
432
Virtue Capital Management
Tennessee
$2.9M – – –
FFN
433
Focus Financial Network
Minnesota
$2.83M -$420K -8,379 -13%
AWM
434
Avior Wealth Management
Nebraska
$2.83M +$70.6K +1,406 +3%
SDWIA
435
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.81M -$161K -3,206 -5%
CL
436
Choreo LLC
Illinois
$2.81M +$90.6K +1,806 +3%
MMA
437
Miracle Mile Advisors
California
$2.78M +$2.04M +40,618 +274%
PG
438
Patten Group
Tennessee
$2.76M +$475K +9,468 +21%
FFWA
439
FRG Family Wealth Advisors
Washington
$2.75M -$683K -13,603 -20%
DIM
440
Delta Investment Management
California
$2.75M +$1.76M +35,047 +178%
CCA
441
Childress Capital Advisors
Texas
$2.74M -$2.01M -40,045 -42%
JFA
442
JNBA Financial Advisors
Minnesota
$2.7M -$293K -5,844 -10%
PIA
443
Perennial Investment Advisors
California
$2.69M +$581K +11,574 +27%
Neuberger Berman Group
444
Neuberger Berman Group
New York
$2.69M +$133K +2,641 +5%
HPC
445
HM Payson & Co
Maine
$2.68M -$1.55M -30,985 -37%
CP
446
Castleview Partners
Texas
$2.64M -$512K -10,205 -16%
BOH
447
Bank of Hawaii
Hawaii
$2.62M +$20.6K +411 +0.8%
NCM
448
Novare Capital Management
North Carolina
$2.6M -$272K -5,417 -9%
NF
449
Nikulski Financial
Iowa
$2.58M +$109K +2,182 +4%
FM
450
Family Management
New York
$2.58M -$1.49M -29,774 -37%
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