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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

948 hedge funds and large institutions have $17.5B invested in JPMorgan Ultra-Short Income ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 328 increasing their positions, 442 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+36
Holders Change %
+3.95%
% of All Funds
14.95%
Holding in Top 10
159
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.66%
% of All Funds
2.51%
New
103
Increased
328
Reduced
442
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$266M
2
Charles Schwab
Charles Schwab
California
$523M
3
Cerity Partners
Cerity Partners
New York
$259M
4
Jane Street
Jane Street
New York
$319M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$832M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$645M
2
SW
SVB Wealth
Massachusetts
$149M
3
Bank of America
Bank of America
North Carolina
$978M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.64M
5
Morgan Stanley
Morgan Stanley
New York
$3.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
BBW
601
Blue Barn Wealth
Utah
$962K +$194K +3,876 +25%
ETIA
602
Epic Trust Investment Advisors
Washington
$956K -$85.5K -1,705 -8%
GWAM
603
Guardian Wealth Advisors (Minnesota)
Minnesota
$954K +$129K +2,580 +16%
TW
604
Transform Wealth
Colorado
$943K -$271K -5,413 -22%
CC
605
Callan Capital
California
$942K -$48.3K -963 -5%
KWM
606
Kingsview Wealth Management
Oregon
$941K -$572K -11,418 -38%
GC
607
Grimes & Company
Massachusetts
$940K -$690K -13,763 -42%
DFG
608
Delta Financial Group
New Jersey
$939K -$30.9K -616 -3%
OCFG
609
O'Connor Financial Group
Illinois
$937K +$445K +8,872 +90%
LFA
610
Laraway Financial Advisors
Minnesota
$932K +$19.1K +381 +2%
FFA
611
Fragasso Financial Advisors
Pennsylvania
$926K -$189K -3,778 -17%
APP
612
Avantax Planning Partners
Iowa
$924K -$4.86K -97 -0.5%
LPAM
613
Lodestar Private Asset Management
California
$922K -$127K -2,529 -12%
BAM
614
Belpointe Asset Management
Nevada
$919K -$1.01M -20,136 -52%
TCWM
615
Total Clarity Wealth Management
Illinois
$895K -$1.01M -20,214 -53%
ICP
616
Interchange Capital Partners
Pennsylvania
$890K -$5.8M -115,607 -87%
SFG
617
Sovereign Financial Group
Connecticut
$866K -$183K -3,641 -17%
CCP
618
Clarkston Capital Partners
Michigan
$852K -$627K -12,500 -42%
GC
619
Gratus Capital
Georgia
$852K -$879K -17,537 -51%
FAAM
620
First Ascent Asset Management
Colorado
$850K +$355K +7,079 +72%
ACA
621
Ascension Capital Advisors
Texas
$846K – – –
VCP
622
Verus Capital Partners
Arizona
$846K +$463K +9,227 +121%
BONH
623
Bank of New Hampshire
New Hampshire
$839K +$185K +3,684 +28%
EWM
624
Echo Wealth Management
Minnesota
$834K -$168K -3,349 -17%
SCA
625
Snowden Capital Advisors
New York
$834K -$146K -2,912 -15%
23 24
25
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