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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 %
HWP
626
Heritage Wealth Partners
Ohio
$850K +$850K +16,901 New
ACA
627
Ascension Capital Advisors
Texas
$849K – – –
GWAM
628
Guardian Wealth Advisors (Minnesota)
Minnesota
$828K +$427K +8,490 +107%
BHWA
629
Beacon Harbor Wealth Advisors
Virginia
$823K -$12.6M -249,798 -94%
HFS
630
Horizon Financial Services
North Carolina
$820K +$33.8K +672 +4%
ERIC
631
Eagle Rock Investment Company
Georgia
$814K – – –
CGA
632
Crescent Grove Advisors
Illinois
$802K +$802K +15,945 New
NAM
633
NorthCrest Asset Manangement
Minnesota
$789K +$789K +15,681 New
BBW
634
Blue Barn Wealth
Utah
$770K +$447K +8,886 +138%
RA
635
RFG Advisory
Alabama
$766K -$621K -12,343 -45%
BMA
636
Brooks Moore & Associates
Tennessee
$763K -$99K -1,967 -11%
PGAM
637
Princeton Global Asset Management
New Jersey
$761K +$121K +2,403 +19%
AIM
638
Alhambra Investment Management
Florida
$760K -$50.3K -1,000 -6%
AWA
639
Amplius Wealth Advisors
Pennsylvania
$758K -$374K -7,438 -33%
SA
640
Shilanski & Associates
Alaska
$755K -$603 -12 -0.1%
RBFC
641
Roman Butler Fullerton & Co
Missouri
$754K +$754K +14,986 New
RJT
642
Raymond James Trust
Florida
$744K -$822K -16,328 -52%
SWP
643
Semus Wealth Partners
Florida
$741K -$19.4K -385 -3%
PCIA
644
Prime Capital Investment Advisors
Kansas
$738K -$5.49M -109,012 -88%
HS
645
Horan Securities
United States
$724K -$3.93K -78 -0.5%
CPW
646
Catalyst Private Wealth
California
$709K -$40.3K -800 -5%
GI
647
Glovista Investments
New Jersey
$707K -$418K -8,314 -37%
CW
648
Channel Wealth
California
$691K +$691K +13,740 New
CCA
649
Clearwater Capital Advisors
Illinois
$683K +$24.5K +486 +4%
QPWM
650
Quadrant Private Wealth Management
Pennsylvania
$673K -$63.5K -1,261 -9%
24 25
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