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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 %
SDWIA
451
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.7M -$264K -5,245 -9%
CA
452
Cambridge Advisors
Nebraska
$2.68M -$252 -5 -0%
WMWM
453
Whitaker-Myers Wealth Managers
Ohio
$2.66M +$933K +18,539 +54%
SIC
454
Salem Investment Counselors
North Carolina
$2.66M +$241K +4,796 +10%
BPA
455
Beacon Pointe Advisors
California
$2.65M -$1.35M -26,878 -34%
E
456
ETFidea
New York
$2.59M +$571K +11,357 +28%
Wealthfront Advisers
457
Wealthfront Advisers
California
$2.58M -$562K -11,178 -18%
EA
458
Ergawealth Advisors
Illinois
$2.58M +$1.2M +23,759 +86%
MA
459
Modus Advisors
Minnesota
$2.55M -$128K -2,545 -5%
WPW
460
Waldron Private Wealth
Pennsylvania
$2.52M -$1.53M -30,460 -38%
BAM
461
BOS Asset Management
Illinois
$2.5M +$2.52K +50 +0.1%
BTIM
462
BancFirst Trust & Investment Management
Oklahoma
$2.49M +$773K +15,375 +45%
NF
463
Nikulski Financial
Iowa
$2.48M +$9.61K +191 +0.4%
CL
464
Choreo LLC
Illinois
$2.48M +$2.48M +49,278 New
BOH
465
Bank of Hawaii
Hawaii
$2.47M +$9.46K +188 +0.4%
RPCA
466
Running Point Capital Advisors
California
$2.44M +$36K +715 +1%
SB
467
Strategic Blueprint
Georgia
$2.43M -$3.49M -69,267 -59%
CAAS
468
Capital Asset Advisory Services
Michigan
$2.41M +$2.41M +47,907 New
BBA
469
BLB&B Advisors
Pennsylvania
$2.41M -$934K -18,556 -28%
AHC
470
Anderson Hoagland & Co
Missouri
$2.41M -$320K -6,364 -12%
BCM
471
Brookstone Capital Management
Illinois
$2.36M +$115K +2,290 +5%
FCAG
472
First Capital Advisors Group
New Jersey
$2.35M +$199K +3,960 +9%
ST
473
Sentinel Trust
Texas
$2.31M -$5.53M -109,900 -71%
RWA
474
Redmont Wealth Advisors
Illinois
$2.3M +$2.3M +45,730 New
SFG
475
Sage Financial Group
Pennsylvania
$2.28M +$558K +11,088 +32%
17 18
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