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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 %
RCS
576
Retirement Capital Strategies
California
$1.15M +$1.15M +22,835 New
PBF
577
Petix & Botte Financial
California
$1.15M +$1.15M +22,787 New
BEAM
578
Baker Ellis Asset Management
Washington
$1.14M -$172K -3,424 -13%
PIMG
579
Patriot Investment Management Group
Tennessee
$1.14M +$67.7K +1,345 +6%
NWMG
580
National Wealth Management Group
Ohio
$1.13M -$608K -12,085 -35%
WB
581
Webster Bank
Connecticut
$1.13M -$1.76M -35,042 -61%
VFPI
582
Vantage Financial Partners (Illinois)
Illinois
$1.12M -$690K -13,710 -38%
FFA
583
Fragasso Financial Advisors
Pennsylvania
$1.12M -$153K -3,044 -12%
RW
584
RVW Wealth
California
$1.11M -$629K -12,509 -36%
ACA
585
Atlas Capital Advisors
Wyoming
$1.11M -$98.3K -1,953 -8%
JFGIW
586
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11M +$754K +14,988 +215%
EWA
587
Etesian Wealth Advisors
Oregon
$1.1M -$34.2K -680 -3%
VIM
588
Vista Investment Management
Pennsylvania
$1.1M +$32.3K +642 +3%
SWA
589
Stratos Wealth Advisors
Ohio
$1.09M +$8.15K +162 +0.8%
DWM
590
Drive Wealth Management
Utah
$1.08M -$678K -13,482 -39%
BMWM
591
Brown Miller Wealth Management
Virginia
$1.06M -$372K -7,395 -26%
LPAM
592
Lodestar Private Asset Management
California
$1.05M -$636K -12,645 -38%
SFG
593
Sovereign Financial Group
Connecticut
$1.05M +$97.7K +1,942 +10%
NB
594
NBT Bank
New York
$1.05M – – –
TFA
595
Tobias Financial Advisors
Florida
$1.05M -$151 -3 -0%
EWM
596
Endowment Wealth Management
Wisconsin
$1.05M +$247K +4,906 +31%
ETIA
597
Epic Trust Investment Advisors
Washington
$1.05M +$72.8K +1,447 +7%
AIP
598
Almanack Investment Partners
Pennsylvania
$1.04M -$81.3K -1,616 -7%
FCA
599
Fortis Capital Advisors
Kansas
$1.03M -$2.38M -47,392 -70%
AFO
600
Arrowroot Family Office
California
$1.03M +$1.03M +20,471 New
22 23
24
25 26