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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 %
FHB
426
First Hawaiian Bank
Hawaii
$2.7M -$1.3M -25,874 -33%
JWM
427
JGP Wealth Management
Oregon
$2.69M -$276K -5,503 -9%
JFA
428
JNBA Financial Advisors
Minnesota
$2.69M -$17.6K -350 -0.6%
WMWM
429
Whitaker-Myers Wealth Managers
Ohio
$2.68M -$415K -8,259 -13%
AI
430
Atria Investments
North Carolina
$2.68M -$6.06M -120,744 -69%
HPC
431
HM Payson & Co
Maine
$2.67M -$12.6K -250 -0.5%
EBWM
432
Eagle Bluffs Wealth Management
Missouri
$2.65M +$123K +2,428 +5%
SG
433
Sharper & Granite
California
$2.61M +$222K +4,425 +9%
GIA
434
Gladstone Institutional Advisory
Florida
$2.59M -$1.14M -22,630 -30%
PS
435
Principal Securities
Iowa
$2.59M +$2.59M +51,591 New
DIM
436
Delta Investment Management
California
$2.59M -$161K -3,208 -6%
Neuberger Berman Group
437
Neuberger Berman Group
New York
$2.59M -$98.7K -1,964 -4%
DC
438
Davenport & Co
Virginia
$2.58M +$1.39M +27,617 +116%
NF
439
Nikulski Financial
Iowa
$2.56M -$26.9K -536 -1%
SAG
440
SageView Advisory Group
California
$2.54M -$1.03M -20,450 Closed
CP
441
Castleview Partners
Texas
$2.54M -$103K -2,060 -4%
PIA
442
Perennial Investment Advisors
California
$2.54M -$159K -3,169 -6%
AWM
443
Avior Wealth Management
Nebraska
$2.53M -$302K -6,007 -11%
VF
444
Vawter Financial
Ohio
$2.51M +$975K +19,408 +63%
SA
445
Skyline Advisors
Washington
$2.51M +$2.51M +49,906 New
SDWIA
446
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.5M -$311K -6,198 -11%
SIC
447
Salem Investment Counselors
North Carolina
$2.5M -$440K -8,726 -15%
FFP
448
FourThought Financial Partners
Florida
$2.47M -$724K -14,421 -23%
ACM
449
ADAR1 Capital Management
Texas
$2.46M +$2.46M +49,000 New
MSFS
450
Main Street Financial Solutions
Pennsylvania
$2.46M -$32.5K -648 -1%
16 17
18
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