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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

965 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 316 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.15%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.32%
New
103
Increased
316
Reduced
473
Closed
87
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.78B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$862M
3
Jane Street
Jane Street
New York
+$270M
4
Charles Schwab
Charles Schwab
California
+$155M
5
Goldman Sachs
Goldman Sachs
New York
+$93.6M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$389M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$61.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$56.5M
5
SW
SVB Wealth
Massachusetts
-$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
526
Certified Advisory Corp
Florida
$1.57M -$148K -2,947 -9%
PBF
527
Petix & Botte Financial
California
$1.53M -$48.3K -962 -3%
TWM
528
Tradition Wealth Management
Minnesota
$1.53M -$371K -7,379 -19%
HIC
529
Holderness Investments Company
North Carolina
$1.53M -$28.4K -566 -2%
MWM
530
Mission Wealth Management
California
$1.52M -$184K -3,666 -11%
EWM
531
Endowment Wealth Management
Wisconsin
$1.49M +$118K +2,343 +9%
MAM
532
MMA Asset Management
Pennsylvania
$1.48M +$977K +19,454 +192%
NA
533
Nottingham Advisors
New York
$1.48M -$354K -7,042 -19%
GC
534
GFG Capital
Florida
$1.48M -$712K -14,174 -33%
SAM
535
SignalPoint Asset Management
Missouri
$1.47M -$73.1K -1,455 -5%
SFG
536
Seamount Financial Group
Colorado
$1.45M +$1.45M +28,932 New
RMF
537
Red Mountain Financial
Colorado
$1.45M +$1.45M +28,876 New
CGH
538
Crossmark Global Holdings
Texas
$1.43M – – –
BCP
539
Blue Chip Partners
Michigan
$1.42M +$21.9K +436 +2%
SDH
540
Sloy Dahl & Holst
Washington
$1.42M +$227K +4,520 +19%
CAG
541
Curtis Advisory Group
California
$1.42M +$20.8K +415 +1%
NCM
542
Northwest Capital Management
Oregon
$1.41M -$221K -4,404 -14%
AWM
543
Aries Wealth Management
Maine
$1.39M – – –
PA
544
Parallel Advisors
California
$1.38M +$146K +2,915 +12%
CA
545
Continuum Advisory
Idaho
$1.38M -$2.56K -51 -0.2%
HWP
546
Heritage Wealth Partners
Ohio
$1.37M -$45.3K -902 -3%
BF
547
Brooklyn FI
New York
$1.35M +$132K +2,632 +11%
NCM
548
Nelson Capital Management
California
$1.35M -$113K -2,242 -8%
AFO
549
Arrowroot Family Office
California
$1.34M -$160K -3,194 -11%
BCG
550
BayBridge Capital Group
California
$1.34M +$1.34M +26,601 New
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