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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 %
GLA
651
Good Life Advisors
Pennsylvania
$660K +$660K +13,122 New
RA
652
Riversedge Advisors
Delaware
$658K -$14.9K -296 -2%
BONH
653
Bank of New Hampshire
New Hampshire
$656K – – –
CWA
654
Canvas Wealth Advisors
Kansas
$651K +$254K +5,046 +64%
KCFA
655
Key Client Fiduciary Advisors
New Jersey
$651K -$55K -1,093 -8%
BFA
656
BBJS Financial Advisors
Washington
$649K -$15.1K -300 -2%
LCWP
657
Legacy Capital Wealth Partners
Arkansas
$647K +$647K +12,859 New
CCIA
658
Cherry Creek Investment Advisors
Colorado
$639K -$14.4K -287 -2%
Manulife (Manufacturers Life Insurance)
659
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$639K +$126K +2,500 +25%
NFG
660
Nations Financial Group
Iowa
$632K -$2.73M -54,154 -81%
WAM
661
WNY Asset Management
New York
$626K +$7.35K +146 +1%
CWA
662
Core Wealth Advisors
Florida
$622K +$391K +7,767 +169%
MW
663
Marks Wealth
Maryland
$622K -$4.44M -88,265 -88%
NC
664
NewSquare Capital
Pennsylvania
$621K -$350K -6,959 -36%
SRC
665
Shufro Rose & Co
New York
$610K -$756K -15,021 -55%
GF
666
Gries Financial
Ohio
$609K +$132K +2,619 +28%
BFA
667
Bragg Financial Advisors
North Carolina
$601K +$601K +11,937 New
OWM
668
Opes Wealth Management
California
$600K +$600K +11,920 New
ADL
669
Asset Dedication LLC
California
$598K – – –
PTC
670
Private Trust Company
Ohio
$598K -$285K -5,672 -32%
BCM
671
Birch Capital Management
Texas
$590K +$566K +11,252 +2,420%
QWM
672
Quaker Wealth Management
New Jersey
$585K -$944K -18,764 -62%
TPWM
673
Twelve Points Wealth Management
Massachusetts
$584K -$179K -3,550 -23%
AFS
674
Access Financial Services
Minnesota
$579K -$1.24M -24,670 -68%
FPAS
675
Focus Partners Advisor Solutions
Missouri
$579K +$371K +7,365 +178%
25 26
27
28 29