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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 %
EWM
601
Echo Wealth Management
Minnesota
$1.01M -$577K -11,462 -36%
DIM
602
Delta Investment Management
California
$1.01M -$191K -3,786 -16%
CC
603
Callan Capital
California
$994K -$24.1K -479 -2%
AIM
604
Aspen Investment Management
Michigan
$993K +$70.9K +1,410 +8%
PA
605
Pinnacle Associates
New York
$986K -$732K -14,545 -43%
SCA
606
Snowden Capital Advisors
New York
$983K +$329K +6,538 +50%
LSA
607
Lion Street Advisors
Texas
$981K +$981K +19,500 New
GSEP
608
Golden State Equity Partners
California
$978K +$978K +19,437 New
DFG
609
Delta Financial Group
New Jersey
$973K -$70.2K -1,395 -7%
LSIA
610
LaSalle St. Investment Advisors
Illinois
$971K -$1.16M -23,037 -54%
AWM
611
Avaii Wealth Management
Wisconsin
$964K -$484K -9,612 -33%
NEPWA
612
New England Private Wealth Advisors
Massachusetts
$960K +$4.18K +83 +0.4%
SSWM
613
Smith Salley Wealth Management
North Carolina
$945K -$2.75M -54,715 -74%
AWA
614
Arete Wealth Advisors
Illinois
$938K +$938K +18,638 New
OCPWS
615
One Charles Private Wealth Services
Massachusetts
$937K -$978K -19,429 -51%
CAG
616
Csenge Advisory Group
Florida
$937K +$262K +5,203 +39%
APP
617
Avantax Planning Partners
Iowa
$933K +$55.3K +1,098 +6%
WIA
618
Westbourne Investment Advisors
Maryland
$927K -$203K -4,033 -18%
US Bancorp
619
US Bancorp
Minnesota
$925K +$60.5K +1,202 +7%
LFA
620
Laraway Financial Advisors
Minnesota
$916K +$37.6K +747 +4%
BFA
621
Beaumont Financial Advisors
Massachusetts
$908K -$2.32K -46 -0.3%
PFA
622
Pathway Financial Advisors
Vermont
$900K -$20.9K -416 -2%
GFG
623
Goldstone Financial Group
Illinois
$874K +$874K +17,374 New
BWM
624
Birchcreek Wealth Management
Ohio
$860K -$374K -7,431 -30%
MA
625
MONECO Advisors
Connecticut
$855K -$205K -4,069 -19%
23 24
25
26 27