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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 %
EWS
676
Evergreen Wealth Solutions
Pennsylvania
$650K -$464K -9,247 -42%
NC
677
NewSquare Capital
Pennsylvania
$647K +$9.64K +192 +2%
HS
678
Horan Securities
United States
$642K +$37.9K +755 +6%
ICP
679
Interchange Capital Partners
Pennsylvania
$641K -$250K -4,987 -28%
Bank of New York Mellon
680
Bank of New York Mellon
New York
$638K +$145K +2,892 +29%
CCA
681
Clearwater Capital Advisors
Illinois
$634K +$3.51K +70 +0.6%
SL
682
SWMG LLC
Texas
$630K -$35.2K -702 -5%
WJWM
683
Williams Jones Wealth Management
New York
$623K +$623K +12,406 New
AIM
684
Aspen Investment Management
Michigan
$616K -$386K -7,708 -39%
RIA
685
Regal Investment Advisors
Michigan
$607K +$126K +2,510 +26%
SS
686
Sunbelt Securities
Texas
$606K +$550K +10,964 +986%
OWM
687
Opes Wealth Management
California
$598K – – –
AFS
688
Access Financial Services
Minnesota
$591K +$7.23K +144 +1%
BFW
689
Brady Family Wealth
Missouri
$585K +$81.8K +1,630 +16%
QWM
690
Quaker Wealth Management
New Jersey
$576K -$5.82K -116 -1%
PB
691
Pinnacle Bancorp
Nebraska
$574K – – –
GPA
692
Guerra Pan Advisors
New Jersey
$572K – – –
CWS
693
Confluence Wealth Services
Pennsylvania
$571K +$571K +11,387 New
PA
694
Prossimo Advisors
California
$564K – – –
KCFA
695
Key Client Fiduciary Advisors
New Jersey
$562K -$85.4K -1,701 -13%
RFN
696
Redwood Financial Network
Ohio
$559K +$71.5K +1,424 +15%
BWM
697
Birchcreek Wealth Management
Ohio
$551K -$183K -3,652 -25%
NB
698
NBT Bank
New York
$542K -$50.2K -1,000 -8%
TFA
699
TPG Financial Advisors
Oregon
$541K +$120K +2,392 +29%
FFA
700
Farther Finance Advisors
California
$541K +$330K +6,578 +157%
26 27
28
29 30