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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

948 hedge funds and large institutions have $17.5B invested in JPMorgan Ultra-Short Income ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 328 increasing their positions, 442 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+36
Holders Change %
+3.95%
% of All Funds
14.95%
Holding in Top 10
159
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.66%
% of All Funds
2.51%
New
103
Increased
328
Reduced
442
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$266M
2
Charles Schwab
Charles Schwab
California
$523M
3
Cerity Partners
Cerity Partners
New York
$259M
4
Jane Street
Jane Street
New York
$319M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$832M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$645M
2
SW
SVB Wealth
Massachusetts
$149M
3
Bank of America
Bank of America
North Carolina
$978M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.64M
5
Morgan Stanley
Morgan Stanley
New York
$3.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
501
Auxano Advisors
Washington
$1.77M – – –
NCM
502
Northwest Capital Management
Oregon
$1.76M +$1.76K +35 +0.1%
PI
503
PFG Investments
New York
$1.75M +$281K +5,600 +19%
AF
504
Affiance Financial
Minnesota
$1.75M -$3.19M -63,603 -65%
AC
505
Apella Capital
Connecticut
$1.74M +$1.74M +34,788 New
HKAM
506
Horizon Kinetics Asset Management
New York
$1.74M -$184K -3,676 -10%
BlackRock
507
BlackRock
New York
$1.73M +$1.73M +34,435 +3,443,500%
MWM
508
Mission Wealth Management
California
$1.72M -$59.5K -1,187 -3%
PCM
509
Prelude Capital Management
New York
$1.71M +$251K +5,000 +17%
MTWM
510
Masso Torrence Wealth Management
New Jersey
$1.69M -$146K -2,903 -8%
OP
511
ORG Partners
Indiana
$1.69M +$222K +4,444 +15%
FA
512
Flagstar Advisors
New York
$1.66M +$20.3K +404 +1%
AHC
513
Adell Harriman & Carpenter
Texas
$1.66M – – –
WP
514
WealthSource Partners
California
$1.66M -$574K -11,451 -26%
TSWM
515
Tyler-Stone Wealth Management
Ohio
$1.65M +$1.65M +32,834 New
LA
516
Latitude Advisors
Florida
$1.65M -$49.8K -994 -3%
AWM
517
Aries Wealth Management
Maine
$1.64M – – –
BCM
518
Beck Capital Management
Texas
$1.61M +$1.61M +32,199 New
SAM
519
Simplify Asset Management
Nevada
$1.6M +$1.6M +31,942 New
WB
520
Webster Bank
Connecticut
$1.6M +$471K +9,391 +42%
HL
521
HeadInvest LLC
Maine
$1.58M +$41.8K +834 +3%
LI
522
LVZ Inc
Michigan
$1.57M -$40.3M -803,168 -96%
HIC
523
Holderness Investments Company
North Carolina
$1.56M +$183K +3,659 +13%
CAC
524
Certified Advisory Corp
Florida
$1.56M -$210K -4,195 -12%
LSPW
525
Lake Street Private Wealth
Illinois
$1.55M +$77K +1,536 +5%
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