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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 %
TWM
501
Tradition Wealth Management
Minnesota
$1.9M -$126K -2,515 -6%
VAG
502
VisionPoint Advisory Group
Texas
$1.89M +$1.81M +36,028 +2,107%
AWA
503
Acorn Wealth Advisors
Michigan
$1.86M -$1.7M -33,788 -48%
TSWM
504
Tyler-Stone Wealth Management
Ohio
$1.83M +$182K +3,621 +11%
SSW
505
Stone Summit Wealth
Florida
$1.81M -$524K -10,450 -23%
AWM
506
Apollon Wealth Management
South Carolina
$1.81M +$303K +6,033 +20%
AWE
507
Avidian Wealth Enterprises
Texas
$1.76M -$1.14M -22,742 -39%
QFA
508
Quattro Financial Advisors
Texas
$1.74M -$172K -3,436 -9%
AA
509
Auxano Advisors
Washington
$1.74M -$25.4K -506 -1%
UW
510
Unique Wealth
Florida
$1.73M +$1.73M +34,438 New
WB
511
Webster Bank
Connecticut
$1.72M +$125K +2,487 +8%
Creative Planning
512
Creative Planning
Kansas
$1.72M +$248K +4,945 +17%
CAC
513
Certified Advisory Corp
Florida
$1.71M +$154K +3,074 +10%
PCM
514
Prelude Capital Management
New York
$1.71M – – –
MWM
515
Mission Wealth Management
California
$1.7M -$19.6K -391 -1%
WPW
516
Waldron Private Wealth
Pennsylvania
$1.64M -$751K -14,971 -31%
NCM
517
Northwest Capital Management
Oregon
$1.63M -$133K -2,659 -8%
NCM
518
Next Capital Management
New York
$1.62M +$579K +11,537 +56%
AHC
519
Adell Harriman & Carpenter
Texas
$1.62M -$50.2K -1,000 -3%
WIP
520
WealthCare Investment Partners
Rhode Island
$1.61M -$816K -16,322 -34%
FA
521
Flagstar Advisors
New York
$1.61M -$54K -1,077 -3%
H
522
HoyleCohen
California
$1.61M +$270K +5,377 +20%
MTWM
523
Masso Torrence Wealth Management
New Jersey
$1.6M -$91.6K -1,826 -5%
PFS
524
Prospera Financial Services
Texas
$1.59M +$226K +4,497 +17%
PBF
525
Petix & Botte Financial
California
$1.58M -$244K -4,868 -13%
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