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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
$903M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$162M
3
BPA
Beacon Pointe Advisors
California
$43.8M
4
AA
ACT Advisors
North Carolina
$31.1M
5
BMCM
Bryn Mawr Capital Management
Pennsylvania
$27.3M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$49.9M
2
Jane Street
Jane Street
New York
$32.5M
3
HFRG
Houlihan Financial Resource Group
Virginia
$11M
4
Morgan Stanley
Morgan Stanley
New York
$2.86B
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
576
Arete Wealth Advisors
Illinois
$1.16M +$142K +2,828 +14%
BTIM
577
BancFirst Trust & Investment Management
Oklahoma
$1.15M – – –
GWAM
578
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.15M +$195K +3,880 +20%
PIMG
579
Patriot Investment Management Group
Tennessee
$1.13M -$156K -3,105 -12%
WSTAM
580
Wilbanks Smith & Thomas Asset Management
Virginia
$1.13M -$12.7K -254 -1%
AGA
581
Accuvest Global Advisors
Utah
$1.13M +$1.13M +22,435 New
SPA
582
Shore Point Advisors
New Jersey
$1.12M -$53.5K -1,066 -5%
RW
583
RVW Wealth
California
$1.12M +$3.36K +67 +0.3%
AUB
584
Atlantic Union Bankshares
Virginia
$1.11M +$554K +11,033 +99%
WC
585
Waterloo Capital
Texas
$1.1M +$676K +13,462 +160%
RWA
586
Redmont Wealth Advisors
Illinois
$1.1M +$300K +5,981 +38%
CA
587
CGN Advisors
Kansas
$1.09M -$112K -2,234 -9%
BMWM
588
Brown Miller Wealth Management
Virginia
$1.08M +$22.2K +443 +2%
BMA
589
Brooks Moore & Associates
Tennessee
$1.08M +$331K +6,600 +44%
AWA
590
Authentikos Wealth Advisory
California
$1.08M -$99.4K -1,980 -8%
CGA
591
Crescent Grove Advisors
Illinois
$1.08M +$1.08M +21,465 New
CWA
592
Canvas Wealth Advisors
Kansas
$1.06M +$236K +4,708 +29%
BCM
593
Birch Capital Management
Texas
$1.06M +$278K +5,535 +36%
WOC
594
West Oak Capital
California
$1.06M +$921K +18,350 +681%
IDA
595
Intelligence Driven Advisers
California
$1.05M -$298K -5,955 -22%
RA
596
Rise Advisors
New York
$1.05M -$29K -577 -3%
BCM
597
Brookstone Capital Management
Illinois
$1.04M -$1.29M -25,833 -55%
SAG
598
SageView Advisory Group
California
$1.03M +$449K +8,941 +78%
BBA
599
BLB&B Advisors
Pennsylvania
$1M -$140K -2,790 -12%
CF
600
Concorde Financial
Texas
$1M -$7.6M -151,505 -88%
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