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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 %
CTWM
626
Cherry Tree Wealth Management
Minnesota
$861K +$36.9K +735 +4%
LSPW
627
Lake Street Private Wealth
Illinois
$854K -$699K -13,929 -45%
CCP
628
Clarkston Capital Partners
Michigan
$853K – – –
SIAP
629
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$851K -$153K -3,050 -15%
BWP
630
Balboa Wealth Partners
Arizona
$849K +$290K +5,771 +52%
TFA
631
Teamwork Financial Advisors
Texas
$844K -$348K -6,933 -29%
GDP
632
Great Diamond Partners
Maine
$834K +$834K +16,627 New
GC
633
Grimes & Company
Massachusetts
$826K -$114K -2,278 -12%
AWA
634
Arkadios Wealth Advisors
Georgia
$825K +$825K +16,433 New
JCM
635
Jacobi Capital Management
Pennsylvania
$822K +$822K +16,373 New
TCWM
636
Total Clarity Wealth Management
Illinois
$821K -$74.2K -1,478 -8%
MA
637
MONECO Advisors
Connecticut
$821K -$5.57K -111 -0.7%
ERIC
638
Eagle Rock Investment Company
Georgia
$812K – – –
TW
639
Transform Wealth
Colorado
$805K -$139K -2,764 -15%
ACA
640
Ascension Capital Advisors
Texas
$798K -$49.3K -982 -6%
BFAG
641
Blackston Financial Advisory Group
Florida
$796K +$53.1K +1,058 +7%
RBFC
642
Roman Butler Fullerton & Co
Missouri
$791K +$23.5K +469 +3%
APP
643
Avantax Planning Partners
Iowa
$790K -$135K -2,692 -15%
BONH
644
Bank of New Hampshire
New Hampshire
$790K -$49.4K -985 -6%
SRC
645
Shufro Rose & Co
New York
$787K +$18.4K +366 +2%
HFS
646
Horizon Financial Services
North Carolina
$785K +$31.6K +629 +4%
APW
647
Acima Private Wealth
Virginia
$784K – – –
TFA
648
Tobias Financial Advisors
Florida
$782K – – –
AG
649
Ascent Group
Virginia
$777K -$213K -4,257 -22%
CSPIA
650
Cary Street Partners Investment Advisory
Virginia
$765K -$227K -4,518 -23%
24 25
26
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