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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 %
GPA
676
Guerra Pan Advisors
New Jersey
$579K – – –
TCM
677
TD Capital Management
Tennessee
$578K -$11K -219 -2%
MSWMA
678
Market Street Wealth Management Advisors
Indiana
$574K -$544K -10,815 -49%
BFA
679
Beacon Financial Advisory
Ohio
$574K -$17.8K -354 -3%
SFC
680
Strategic Financial Concepts
Texas
$574K +$574K +11,407 New
BWP
681
Balboa Wealth Partners
Arizona
$567K -$5.89K -117 -1%
PA
682
Prossimo Advisors
California
$566K -$500K -9,942 -47%
PB
683
Pinnacle Bancorp
Nebraska
$561K – – –
PWP
684
Principle Wealth Partners
Connecticut
$553K +$553K +10,985 New
CFGS
685
Concourse Financial Group Securities
Alabama
$550K -$98.8K -1,963 -15%
RA
686
Rise Advisors
New York
$548K +$21.4K +425 +4%
AC
687
AIFG Consultants
New York
$547K -$1.42M -28,222 -72%
AUB
688
Atlantic Union Bankshares
Virginia
$539K +$86.6K +1,720 +19%
APW
689
Acima Private Wealth
Virginia
$536K – – –
EIA
690
Eldridge Investment Advisors
New Hampshire
$532K -$15K -299 -3%
SFS
691
Security Financial Services
Indiana
$519K -$357K -7,100 -41%
PWP
692
Private Wealth Partners
California
$512K +$512K +10,180 New
LF
693
Lee Financial
Texas
$511K -$241K -4,780 -32%
JBA
694
Johnson Bixby & Associates
Washington
$510K -$259K -5,138 -34%
EWM
695
Executive Wealth Management
Michigan
$507K +$54.5K +1,083 +12%
State Farm Mutual Automobile Insurance
696
State Farm Mutual Automobile Insurance
Illinois
$503K – – –
BFW
697
Brady Family Wealth
Missouri
$503K -$33.9K -673 -6%
BWM
698
BlackDiamond Wealth Management
New York
$499K +$499K +9,910 New
MM
699
Main Management
California
$498K -$188K -3,732 -27%
FAAM
700
First Ascent Asset Management
Colorado
$496K +$156K +3,109 +46%
26 27
28
29 30