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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

965 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 316 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.15%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.32%
New
103
Increased
316
Reduced
473
Closed
87
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.78B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$862M
3
Jane Street
Jane Street
New York
+$270M
4
Charles Schwab
Charles Schwab
California
+$155M
5
Goldman Sachs
Goldman Sachs
New York
+$93.6M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$389M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$61.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$56.5M
5
SW
SVB Wealth
Massachusetts
-$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
676
Regatta Capital Group
California
$618K -$704K -14,012 -53%
PCG
677
Prosperity Consulting Group
Maryland
$613K -$4.52M -89,892 -88%
FA
678
FDx Advisors
Illinois
$612K -$59.5K -1,185 -9%
IPAM
679
Investment Partners Asset Management
New Jersey
$609K +$609K +12,124 New
GPA
680
Guerra Pan Advisors
New Jersey
$607K +$34.1K +679 +6%
RJT
681
Raymond James Trust
Florida
$603K -$117K -2,320 -16%
AFS
682
Access Financial Services
Minnesota
$601K +$8.69K +173 +1%
HS
683
Horan Securities
United States
$597K -$45.7K -909 -7%
GPWA
684
Great Point Wealth Advisors
Massachusetts
$595K +$258K +5,137 +77%
PWA
685
Pillar Wealth Advisors
Pennsylvania
$593K +$71.5K +1,423 +14%
BFW
686
Brady Family Wealth
Missouri
$587K +$1.76K +35 +0.3%
FAG
687
Financial Advisory Group
Texas
$576K -$412K -8,200 -42%
BBW
688
Blue Barn Wealth
Utah
$571K -$432K -8,597 -43%
CGA
689
Crescent Grove Advisors
Illinois
$568K -$516K -10,222 -48%
CAG
690
Csenge Advisory Group
Florida
$567K -$97.5K -1,941 -15%
QWM
691
Quaker Wealth Management
New Jersey
$566K -$10.9K -216 -2%
ACA
692
Atlas Capital Advisors
Wyoming
$566K +$566K +11,261 New
PA
693
Prossimo Advisors
California
$565K – – –
QFA
694
Quattro Financial Advisors
Texas
$561K -$389M -34,690 -100%
PWM
695
Prentice Wealth Management
New York
$556K +$218K +4,333 +64%
Brown Advisory
696
Brown Advisory
Maryland
$553K +$250K +4,985 +83%
NFG
697
Nations Financial Group
Iowa
$553K -$158K -3,143 -22%
NB
698
NBT Bank
New York
$543K – – –
PB
699
Pinnacle Bancorp
Nebraska
$542K -$32.1K -640 -6%
RBFC
700
Roman Butler Fullerton & Co
Missouri
$540K -$256K -5,083 -32%
26 27
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