JPST icon

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 %
BFEC
551
Benjamin F. Edwards & Company
Missouri
$1.38M -$1.65M -32,819 -54%
CA
552
Continuum Advisory
Idaho
$1.38M -$80.4K -1,603 -6%
EWM
553
Endowment Wealth Management
Wisconsin
$1.37M +$244K +4,867 +22%
IA
554
Insight Advisors
Pennsylvania
$1.35M -$35.2K -702 -3%
RCG
555
Regatta Capital Group
California
$1.32M -$141K -2,805 -10%
ESB
556
Essex Savings Bank
Connecticut
$1.31M -$69.7K -1,388 -5%
ASN
557
Advisory Services Network
Georgia
$1.27M +$613K +12,210 +93%
NL
558
NWAM LLC
Washington
$1.27M +$597K +11,891 +89%
PWM
559
Perigon Wealth Management
California
$1.26M -$578K -11,522 -31%
CWA
560
Clarity Wealth Advisors
California
$1.26M – – –
FFWM
561
Future Financial Wealth Management
Ohio
$1.25M +$67.1K +1,338 +6%
ST
562
Sentinel Trust
Texas
$1.25M – – –
HKAM
563
Horizon Kinetics Asset Management
New York
$1.24M -$504K -10,052 -29%
VIM
564
Vista Investment Management
Pennsylvania
$1.23M +$110K +2,193 +10%
PA
565
Parallel Advisors
California
$1.23M -$94.2K -1,878 -7%
LI
566
LVZ Inc
Michigan
$1.22M -$350K -6,983 -22%
BF
567
Brooklyn FI
New York
$1.22M +$230K +4,592 +23%
SWM
568
Sanctuary Wealth Management
Idaho
$1.21M -$38.4K -765 -3%
AWM
569
AllSquare Wealth Management
New York
$1.2M +$602K +12,000 +100%
NWMG
570
National Wealth Management Group
Ohio
$1.19M -$19.8K -394 -2%
DC
571
Davenport & Co
Virginia
$1.19M +$191K +3,808 +19%
SDH
572
Sloy Dahl & Holst
Washington
$1.19M -$114K -2,280 -9%
SIA
573
SkyView Investment Advisors
New Jersey
$1.19M -$1.7M -33,901 -59%
AP
574
Americana Partners
Texas
$1.17M -$324K -5,507 -22%
SWP
575
Strategic Wealth Partners
Ohio
$1.17M -$41.1K -819 -3%
21 22
23
24 25