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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 %
WWM
476
Western Wealth Management
Colorado
$2.27M +$551K +10,953 +32%
BIP
477
Blueprint Investment Partners
North Carolina
$2.27M -$4.3M -85,514 -65%
VWA
478
V Wealth Advisors
Kansas
$2.25M +$491K +9,765 +28%
FC
479
FCA Corp
Texas
$2.24M +$78.9K +1,567 +4%
WP
480
WealthSource Partners
California
$2.24M +$63.4K +1,259 +3%
CW
481
CIC Wealth
Maryland
$2.23M +$620K +12,322 +38%
PG
482
Patten Group
Tennessee
$2.21M -$855K -16,998 -28%
TC
483
Trilogy Capital
California
$2.19M +$35.1K +698 +2%
TWM
484
Tradition Wealth Management
Minnesota
$2.19M -$2.45M -48,757 -53%
CCM
485
Condor Capital Management
New Jersey
$2.15M -$198K -3,934 -8%
SG
486
Sharper & Granite
California
$2.15M -$46.3K -920 -2%
TLFA
487
True Link Financial Advisors
California
$2.11M – – –
RIA
488
Realta Investment Advisors
Delaware
$2.09M +$1.11M +22,101 +114%
NCM
489
New Capital Management
Texas
$2.08M +$1.12M +22,334 +118%
MCC
490
Money Concepts Capital
Florida
$2.08M -$162K -17,685 -7%
FAG
491
Financial Advisory Group
Texas
$2.06M -$239K -4,746 -10%
EP
492
Eudaimonia Partners
Tennessee
$2.05M -$777K -15,432 -27%
NI
493
Nepsis Inc
Minnesota
$2.04M -$76.2K -1,515 -4%
AWM
494
Apollon Wealth Management
South Carolina
$2.01M -$207K -4,111 -9%
LCGC
495
Legacy Capital Group California
California
$1.98M +$1.98M +39,262 New
BAM
496
Belpointe Asset Management
Nevada
$1.94M -$2.08M -41,383 -52%
CM
497
Capital Management
Virginia
$1.93M -$239K -4,743 -11%
AWS
498
Aspen Wealth Strategies
Colorado
$1.93M +$295K +5,857 +18%
HKAM
499
Horizon Kinetics Asset Management
New York
$1.93M -$193K -3,832 -9%
TCWM
500
Total Clarity Wealth Management
Illinois
$1.92M -$1.64M -32,524 -46%
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