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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 %
BCP
526
Blue Chip Partners
Michigan
$1.55M -$216K -4,289 -12%
HL
527
HeadInvest LLC
Maine
$1.55M +$170K +3,375 +12%
WSTAM
528
Wilbanks Smith & Thomas Asset Management
Virginia
$1.53M -$111K -2,197 -7%
VWM
529
Venturi Wealth Management
Texas
$1.52M -$654 -13 -0%
CA
530
Continuum Advisory
Idaho
$1.52M +$107K +2,121 +8%
KWM
531
Kingsview Wealth Management
Oregon
$1.52M -$2.29M -45,556 -60%
CFAM
532
Center For Asset Management
Florida
$1.51M +$346K +6,884 +30%
LW
533
Linscomb Wealth
Texas
$1.49M -$490K -9,739 -25%
CCP
534
Clarkston Capital Partners
Michigan
$1.48M +$60.4K +1,200 +4%
LSPW
535
Lake Street Private Wealth
Illinois
$1.48M -$9.51K -189 -0.6%
PI
536
PFG Investments
New York
$1.48M +$1.48M +29,400 New
OP
537
ORG Partners
Indiana
$1.47M +$1.47M +29,366 New
SAM
538
SignalPoint Asset Management
Missouri
$1.47M -$9.01K -179 -0.6%
IA
539
Insight Advisors
Pennsylvania
$1.47M -$42.5K -844 -3%
WAG
540
Wallace Advisory Group
California
$1.47M +$451K +8,965 +44%
PCM
541
Prelude Capital Management
New York
$1.46M +$150K +2,979 +11%
PFS
542
Prospera Financial Services
Texas
$1.46M +$106K +2,110 +8%
CGH
543
Crossmark Global Holdings
Texas
$1.46M – – –
GWM
544
Greenwich Wealth Management
Connecticut
$1.45M -$1.24M -24,705 -46%
ASN
545
Advisory Services Network
Georgia
$1.44M -$5.91M -117,533 -80%
SC
546
Savant Capital
Illinois
$1.44M -$695K -13,805 -33%
SDH
547
Sloy Dahl & Holst
Washington
$1.41M -$67.4K -1,340 -5%
PA
548
Parallel Advisors
California
$1.4M -$57K -1,132 -4%
WI
549
WBI Investments
New Jersey
$1.4M +$1.4M +27,864 New
IDA
550
Intelligence Driven Advisers
California
$1.4M -$479K -9,532 -26%
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