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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 %
MA
626
MONECO Advisors
Connecticut
$826K -$26.8K -534 -3%
CTWM
627
Cherry Tree Wealth Management
Minnesota
$824K +$824K +16,433 New
CWA
628
Canvas Wealth Advisors
Kansas
$824K +$175K +3,500 +27%
PTC
629
Private Trust Company
Ohio
$818K +$222K +4,429 +37%
FHA
630
First Horizon Advisors
Tennessee
$815K -$3.07M -61,155 -79%
ERIC
631
Eagle Rock Investment Company
Georgia
$811K – – –
PA
632
Pinnacle Associates
New York
$808K -$174K -3,467 -18%
KFS
633
Kelly Financial Services
Massachusetts
$805K +$805K +16,052 New
RWA
634
Redmont Wealth Advisors
Illinois
$797K -$1.5M -29,841 -65%
SFG
635
Sterling Financial Group
California
$794K -$18.1M -360,817 -96%
BWM
636
Brown Wealth Management
Illinois
$790K +$790K +15,754 New
CWM
637
Centurion Wealth Management
Virginia
$785K -$2.58M -51,543 -77%
APW
638
Acima Private Wealth
Virginia
$784K +$250K +4,979 +47%
TFA
639
Tobias Financial Advisors
Florida
$782K -$263K -5,252 -25%
BCM
640
Birch Capital Management
Texas
$780K +$192K +3,838 +33%
PGF
641
Plan Group Financial
Oklahoma
$778K +$778K +15,525 New
WIA
642
Westbourne Investment Advisors
Maryland
$774K -$150K -2,994 -16%
RBFC
643
Roman Butler Fullerton & Co
Missouri
$768K +$16.5K +330 +2%
SRC
644
Shufro Rose & Co
New York
$768K +$160K +3,193 +26%
PGAM
645
Princeton Global Asset Management
New Jersey
$759K +$752 +15 +0.1%
AIM
646
Alhambra Investment Management
Florida
$757K – – –
EWMCB
647
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$757K -$508K -10,137 -40%
GFS
648
GYL Financial Synergies
Connecticut
$755K +$755K +15,064 New
NAM
649
NorthCrest Asset Manangement
Minnesota
$755K -$31.7K -633 -4%
HFS
650
Horizon Financial Services
North Carolina
$753K -$64.5K -1,287 -8%
24 25
26
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