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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 %
AC
551
Apella Capital
Connecticut
$1.33M -$755K -15,032 -36%
CWA
552
Canvas Wealth Advisors
Kansas
$1.32M +$260K +5,153 +24%
DFG
553
Delta Financial Group
New Jersey
$1.32M -$125K -2,490 -9%
ESB
554
Essex Savings Bank
Connecticut
$1.31M – – –
FFWM
555
Future Financial Wealth Management
Ohio
$1.31M +$64.7K +1,289 +5%
ASN
556
Advisory Services Network
Georgia
$1.31M +$30.5K +608 +2%
VIM
557
Vista Investment Management
Pennsylvania
$1.3M +$67.5K +1,344 +5%
VWM
558
Venturi Wealth Management
Texas
$1.3M -$210K -4,183 -14%
SFG
559
Sovereign Financial Group
Connecticut
$1.29M +$337K +6,708 +35%
SWP
560
Strategic Wealth Partners
Ohio
$1.29M +$123K +2,449 +11%
AWS
561
Aspen Wealth Strategies
Colorado
$1.28M -$203K -4,046 -14%
PWM
562
Prosperity Wealth Management
California
$1.28M -$1.17M -23,385 -48%
BCM
563
Brookstone Capital Management
Illinois
$1.26M +$215K +4,276 +21%
OMC
564
Old Mission Capital
Illinois
$1.26M +$1.26M +25,042 New
DI
565
DFPG Investments
Utah
$1.25M -$176K -3,513 -12%
CWA
566
Clarity Wealth Advisors
California
$1.25M -$12.3K -245 -1%
DC
567
Darrow Company
Massachusetts
$1.24M -$3.2M -63,777 -72%
WWM
568
Western Wealth Management
Colorado
$1.24M +$302K +6,012 +32%
HHGA
569
Halbert Hargrove Global Advisors
California
$1.23M +$1.23M +24,490 New
PP
570
PDS Planning
Ohio
$1.22M -$2.6M -51,788 -68%
NL
571
NWAM LLC
Washington
$1.2M -$72.7K -1,447 -6%
SPA
572
Shore Point Advisors
New Jersey
$1.17M +$45.4K +903 +4%
GWMR
573
GC Wealth Management RIA
Massachusetts
$1.16M +$1.16M +23,142 New
BTIM
574
BancFirst Trust & Investment Management
Oklahoma
$1.15M – – –
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$1.15M +$1.15M +22,843 New
21 22
23
24 25