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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 %
WP
651
Westmount Partners
California
$764K +$764K +15,218 New
PGAM
652
Princeton Global Asset Management
New Jersey
$760K +$803 +16 +0.1%
Northern Trust
653
Northern Trust
Illinois
$754K +$754K +15,031 New
JFGIW
654
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$752K -$401K -7,993 -35%
US Bancorp
655
US Bancorp
Minnesota
$751K +$54.5K +1,087 +8%
SFC
656
Strategic Financial Concepts
Texas
$747K -$1.09M -21,637 -59%
ETIA
657
Epic Trust Investment Advisors
Washington
$747K -$210K -4,183 -22%
FAAM
658
First Ascent Asset Management
Colorado
$736K -$115K -2,284 -13%
PWP
659
Private Wealth Partners
California
$724K – – –
RJT
660
Raymond James Trust
Florida
$719K +$37K +737 +5%
AIP
661
Almanack Investment Partners
Pennsylvania
$718K -$281K -5,605 -28%
AIM
662
Alhambra Investment Management
Florida
$716K -$42.4K -845 -6%
KFS
663
Kelly Financial Services
Massachusetts
$711K -$94.2K -1,878 -12%
NFG
664
Nations Financial Group
Iowa
$710K -$27.6K -550 -4%
BFA
665
Beacon Financial Advisory
Ohio
$710K +$81.3K +1,621 +13%
GSIAS
666
Garden State Investment Advisory Services
New Jersey
$708K -$412K -8,220 -37%
GC
667
Gratus Capital
Georgia
$708K -$145K -2,891 -17%
CPW
668
Catalyst Private Wealth
California
$707K – – –
EP
669
Eudaimonia Partners
Tennessee
$681K -$608K -12,125 -47%
CWA
670
Core Wealth Advisors
Florida
$680K +$57.8K +1,152 +9%
VWA
671
Visionary Wealth Advisors
Illinois
$678K +$31.3K +624 +5%
FA
672
FDx Advisors
Illinois
$671K -$8.6M -171,243 -93%
CAG
673
Csenge Advisory Group
Florida
$663K -$67.4K -1,344 -9%
PCA
674
Pallas Capital Advisors
Massachusetts
$661K -$364K -7,245 -35%
WP
675
WealthShield Partners
North Carolina
$653K +$113K +2,249 +21%
25 26
27
28 29