JPST icon

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 %
SSWM
451
Sheets Smith Wealth Management
North Carolina
$2.44M -$11.8K -235 -0.5%
LA
452
Latitude Advisors
Florida
$2.44M +$867K +17,267 +55%
OPWM
453
Oxinas Partners Wealth Management
Indiana
$2.43M -$38.5K -766 -2%
HFM
454
Hartford Financial Management
Connecticut
$2.4M -$882K -17,563 -27%
UWM
455
USAdvisors Wealth Management
Minnesota
$2.38M -$151K -3,008 -6%
JSW
456
Journey Strategic Wealth
New Jersey
$2.34M +$2.08M +41,336 +802%
CM
457
Capital Management
Virginia
$2.31M +$361K +7,190 +19%
CAM
458
Cozad Asset Management
Illinois
$2.3M -$49.1K -977 -2%
FM
459
Family Management
New York
$2.29M -$285K -5,682 -11%
TSWM
460
Tyler-Stone Wealth Management
Ohio
$2.28M +$449K +8,948 +25%
CA
461
Cambridge Advisors
Nebraska
$2.28M -$24.9K -496 -1%
FNWA
462
Financial Network Wealth Advisors
Utah
$2.26M +$2.26M +45,071 New
TWM
463
TriaGen Wealth Management
California
$2.26M -$257K -5,123 -10%
RPCA
464
Running Point Capital Advisors
California
$2.23M -$212K -4,216 -9%
CFD
465
Creative Financial Designs
Indiana
$2.22M -$2.78M -55,267 -56%
NL
466
NVWM LLC
Pennsylvania
$2.19M -$30.2K -598 -1%
WAG
467
Wallace Advisory Group
California
$2.17M -$71K -1,415 -3%
RBC
468
Roble Belko & Company
Pennsylvania
$2.17M -$351K -6,995 -14%
TCG
469
Transcendent Capital Group
Oklahoma
$2.15M +$2.15M +42,792 New
PWA
470
Phoenix Wealth Advisors
North Carolina
$2.14M -$100 -2 -0%
BFA
471
Beaumont Financial Advisors
Massachusetts
$2.13M -$1.74M -34,675 -45%
AWM
472
Apollon Wealth Management
South Carolina
$2.13M +$323K +6,426 +18%
AWA
473
Acorn Wealth Advisors
Michigan
$2.1M +$236K +4,705 +13%
JIC
474
Joel Isaacson & Co
New York
$2.1M -$113K -2,250 -5%
PI
475
PFG Investments
New York
$2.09M -$64.8K -1,290 -3%
17 18
19
20 21