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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 %
LA
526
Latitude Advisors
Florida
$1.57M -$78.8K -1,570 -5%
HIC
527
Holderness Investments Company
North Carolina
$1.56M -$1.51K -30 -0.1%
SAM
528
SignalPoint Asset Management
Missouri
$1.54M +$95.4K +1,902 +7%
VF
529
Vawter Financial
Ohio
$1.53M -$1.41M -28,032 -48%
OP
530
ORG Partners
Indiana
$1.51M -$182K -3,632 -11%
WOSD
531
WFA of San Diego
California
$1.5M -$502K -10,003 -25%
VWM
532
Venturi Wealth Management
Texas
$1.5M +$15.1K +300 +1%
AFO
533
Arrowroot Family Office
California
$1.5M +$170K +3,389 +13%
AWS
534
Aspen Wealth Strategies
Colorado
$1.48M +$111K +2,211 +8%
NA
535
Nottingham Advisors
New York
$1.47M -$551K -13,650 -27%
CWM
536
Cornerstone Wealth Management
Missouri
$1.47M +$790K +15,735 +116%
OCFG
537
O'Connor Financial Group
Illinois
$1.46M +$524K +10,441 +56%
NCM
538
Nelson Capital Management
California
$1.46M -$352K -7,013 -19%
DFG
539
Delta Financial Group
New Jersey
$1.44M +$500K +9,967 +53%
HL
540
HeadInvest LLC
Maine
$1.44M -$140K -2,810 -9%
CGH
541
Crossmark Global Holdings
Texas
$1.43M – – –
DI
542
DFPG Investments
Utah
$1.43M -$1.12M -22,310 -44%
HWP
543
Heritage Wealth Partners
Ohio
$1.42M -$667K -13,296 -32%
TCM
544
TD Capital Management
Tennessee
$1.41M +$216K +4,300 +18%
WP
545
WealthSource Partners
California
$1.41M -$244K -4,856 -15%
AF
546
Affiance Financial
Minnesota
$1.41M -$345K -6,882 -20%
BCP
547
Blue Chip Partners
Michigan
$1.4M -$111K -2,218 -7%
CAG
548
Curtis Advisory Group
California
$1.39M -$143K -2,857 -9%
CCM
549
Condor Capital Management
New Jersey
$1.39M -$835K -16,635 -37%
AWM
550
Aries Wealth Management
Maine
$1.39M -$250K -5,000 -15%
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