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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 %
BBW
601
Blue Barn Wealth
Utah
$1M +$39.9K +795 +4%
SFB
602
STAR Financial Bank
Indiana
$1M -$63.3K -1,261 -6%
BEAM
603
Baker Ellis Asset Management
Washington
$992K -$49.2K -980 -5%
SFG
604
Sowa Financial Group
Rhode Island
$988K -$236K -4,711 -19%
FAG
605
Financial Advisory Group
Texas
$987K -$359K -7,160 -27%
DWM
606
Drive Wealth Management
Utah
$962K -$169K -3,374 -15%
Wealthfront Advisers
607
Wealthfront Advisers
California
$955K -$124K -2,471 -11%
SFG
608
Sovereign Financial Group
Connecticut
$955K +$88.5K +1,764 +10%
CC
609
Callan Capital
California
$943K – – –
WWM
610
Western Wealth Management
Colorado
$936K -$45.3K -903 -5%
LSIA
611
LaSalle St. Investment Advisors
Illinois
$933K +$217K +4,326 +30%
LFA
612
Laraway Financial Advisors
Minnesota
$928K -$4.27K -85 -0.5%
EWM
613
Echo Wealth Management
Minnesota
$912K +$75.9K +1,512 +9%
FFA
614
Fragasso Financial Advisors
Pennsylvania
$902K -$24.8K -494 -3%
EWMCB
615
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$901K +$144K +2,866 +19%
EAM
616
Evanson Asset Management
California
$899K +$647K +12,900 +257%
MHS
617
M Holdings Securities
Oregon
$897K +$312K +6,214 +53%
JFG
618
Jefferies Financial Group
New York
$896K -$1.8M -35,946 -67%
KWM
619
Kingsview Wealth Management
Oregon
$892K -$50.1K -999 -5%
SG
620
StoneX Group
New York
$888K +$193K +3,839 +28%
PTC
621
Private Trust Company
Ohio
$884K +$65.7K +1,309 +8%
AFG
622
Atomi Financial Group
New York
$874K +$460K +9,167 +111%
GFS
623
GYL Financial Synergies
Connecticut
$874K +$118K +2,352 +16%
LPAM
624
Lodestar Private Asset Management
California
$869K -$52.9K -1,054 -6%
LCM
625
Lunt Capital Management
Utah
$865K -$229K -4,568 -21%
23 24
25
26 27