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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 %
FFA
451
First Foundation Advisors
California
$2.55M -$1.72M -34,322 -40%
FPCP
452
Fort Point Capital Partners
California
$2.54M -$550K -10,961 -18%
UWM
453
USAdvisors Wealth Management
Minnesota
$2.53M -$64.4K -1,284 -2%
FA
454
Fermata Advisors
California
$2.52M -$614K -12,239 -20%
RBC
455
Roble Belko & Company
Pennsylvania
$2.52M -$177K -3,529 -7%
TWM
456
TriaGen Wealth Management
California
$2.51M -$548K -10,923 -18%
EBWM
457
Eagle Bluffs Wealth Management
Missouri
$2.51M +$737K +14,693 +42%
MA
458
Modus Advisors
Minnesota
$2.49M +$23K +459 +0.9%
MSFS
459
Main Street Financial Solutions
Pennsylvania
$2.49M -$67.7K -1,350 -3%
HA
460
Herold Advisors
New York
$2.48M +$510K +10,167 +26%
OPWM
461
Oxinas Partners Wealth Management
Indiana
$2.47M -$152K -3,036 -6%
HGERS
462
Householder Group Estate & Retirement Specialist
Arizona
$2.46M +$2.46M +49,089 New
SSWM
463
Sheets Smith Wealth Management
North Carolina
$2.45M -$421K -8,381 -15%
CAM
464
Cobblestone Asset Management
Virginia
$2.45M +$2.45M +48,871 New
PWM
465
Prosperity Wealth Management
California
$2.45M -$188K -3,742 -7%
RPCA
466
Running Point Capital Advisors
California
$2.44M -$71.1K -1,417 -3%
BTI
467
Blue Trust Inc
Georgia
$2.41M -$300K -5,987 -11%
AWM
468
Atticus Wealth Management
Florida
$2.41M +$161K +3,214 +7%
SG
469
Sharper & Granite
California
$2.39M +$291K +5,790 +14%
ICG
470
InterOcean Capital Group
Tennessee
$2.37M +$2.37M +47,215 New
CAM
471
Cozad Asset Management
Illinois
$2.34M -$315K -6,277 -12%
BB
472
Bell Bank
North Dakota
$2.34M -$392K -7,804 -14%
KWA
473
Kingswood Wealth Advisors
California
$2.33M +$2.33M +46,477 New
GL
474
Graypoint LLC
New York
$2.32M -$556K -11,074 -19%
CA
475
Cambridge Advisors
Nebraska
$2.3M -$145K -2,898 -6%
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