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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 %
EWS
501
Evergreen Wealth Solutions
Pennsylvania
$1.89M +$367K +7,300 +24%
GSIAS
502
Garden State Investment Advisory Services
New Jersey
$1.88M +$1.52M +30,139 +413%
IWP
503
Insight Wealth Partners
Texas
$1.87M +$1.87M +37,175 New
CW
504
CreativeOne Wealth
Kansas
$1.85M -$2.58M -51,355 -58%
BB
505
Bell Bank
North Dakota
$1.84M -$2.43M -48,386 -57%
MTWM
506
Masso Torrence Wealth Management
New Jersey
$1.84M -$71.2K -1,414 -4%
GWM
507
Gray Wealth Management
Maine
$1.82M -$701K -13,923 -28%
MWM
508
Mission Wealth Management
California
$1.79M -$330K -6,556 -16%
CAC
509
Certified Advisory Corp
Florida
$1.77M -$2.13M -42,351 -55%
NCM
510
Northwest Capital Management
Oregon
$1.77M -$244K -4,845 -12%
AA
511
Auxano Advisors
Washington
$1.77M -$886K -17,600 -33%
EBWM
512
Eagle Bluffs Wealth Management
Missouri
$1.76M +$402K +7,995 +30%
GC
513
Gratus Capital
Georgia
$1.74M -$901K -17,905 -34%
RCG
514
Regatta Capital Group
California
$1.74M – – –
LA
515
Latitude Advisors
Florida
$1.7M -$1.15M -22,932 -40%
Creative Planning
516
Creative Planning
Kansas
$1.69M -$165K -3,279 -9%
I2I
517
Insight 2811 Inc
Illinois
$1.69M -$32.7K -650 -2%
AHC
518
Adell Harriman & Carpenter
Texas
$1.67M -$2.01K -40 -0.1%
FA
519
Flagstar Advisors
New York
$1.65M -$830K -16,504 -33%
AWM
520
Aries Wealth Management
Maine
$1.65M -$1.56M -31,000 -49%
GC
521
Grimes & Company
Massachusetts
$1.64M -$349M -6,935,982 -100%
HAS
522
HBW Advisory Services
California
$1.61M +$720K +14,317 +81%
OMC
523
Old Mission Capital
Illinois
$1.6M +$1.6M +31,776 New
SRC
524
Sage Rhino Capital
California
$1.57M +$842K +16,731 +115%
FM
525
Foster & Motley
Ohio
$1.55M -$314K -6,241 -17%
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