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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 %
ESB
551
Essex Savings Bank
Connecticut
$1.39M -$77.4K -1,538 -5%
HIC
552
Holderness Investments Company
North Carolina
$1.38M +$265K +5,269 +24%
NCM
553
Next Capital Management
New York
$1.37M -$315K -6,253 -19%
PIA
554
Perennial Investment Advisors
California
$1.31M +$323K +6,421 +33%
SWP
555
Strategic Wealth Partners
Ohio
$1.31M +$356K +7,078 +37%
MHS
556
M Holdings Securities
Oregon
$1.3M +$45.9K +913 +4%
HWM
557
Howard Wealth Management
Connecticut
$1.3M -$1.18M -23,546 -48%
RCA
558
Resonant Capital Advisors
Wisconsin
$1.28M +$692K +13,758 +117%
QFA
559
Quattro Financial Advisors
Texas
$1.28M +$136K +2,694 +12%
LHWM
560
Lake Hills Wealth Management
Texas
$1.28M -$5.93M -117,836 -82%
EWMCB
561
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.27M -$238K -4,732 -16%
CWA
562
Clarity Wealth Advisors
California
$1.26M +$786K +15,612 +165%
H
563
HoyleCohen
California
$1.24M +$257K +5,107 +26%
DC
564
Davenport & Co
Virginia
$1.23M -$33.6K -668 -3%
AP
565
Americana Partners
Texas
$1.22M +$381K +7,568 +45%
TW
566
Transform Wealth
Colorado
$1.22M -$15M -298,795 -93%
SIAP
567
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.22M -$242K -4,800 -17%
CA
568
CGN Advisors
Kansas
$1.22M -$27.1K -539 -2%
SFB
569
STAR Financial Bank
Indiana
$1.2M -$137K -2,732 -10%
HA
570
Herold Advisors
New York
$1.18M +$242K +4,808 +26%
AG
571
Ascent Group
Virginia
$1.18M -$10.5K -208 -0.9%
HIA
572
Harbor Investment Advisory
Maryland
$1.18M -$49.5K -984 -4%
VWM
573
Valley Wealth Managers
New Jersey
$1.18M -$13.5K -269 -1%
CSPIA
574
Cary Street Partners Investment Advisory
Virginia
$1.18M +$327K +6,494 +38%
SPA
575
Shore Point Advisors
New Jersey
$1.18M -$3.57K -71 -0.3%
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