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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 %
OCFG
701
O'Connor Financial Group
Illinois
$494K +$494K +9,810 New
GM
702
GeoWealth Management
Illinois
$475K -$3.29M -65,115 -87%
SAF
703
Smith Anglin Financial
Texas
$475K -$102K -2,019 -18%
ICP
704
Ironvine Capital Partners
Nebraska
$474K -$7.55K -150 -2%
LJHT
705
Laurie J. Hall Trustee
$472K +$101K +2,000 +27%
AMIM
706
Aull & Monroe Investment Management
Alabama
$472K -$4.53K -90 -1%
KSWA
707
Kathleen S. Wright Associates
Pennsylvania
$472K +$101K +2,015 +27%
SWA
708
Strategies Wealth Advisors
Michigan
$467K +$1.81K +36 +0.4%
Bank of New York Mellon
709
Bank of New York Mellon
New York
$463K -$1.4M -27,856 -75%
EBA
710
Eagle Bay Advisors
New York
$457K +$457K +9,078 New
SW
711
SlateStone Wealth
Florida
$453K – – –
BA
712
Bluesphere Advisors
Pennsylvania
$453K – – –
WP
713
WealthShield Partners
North Carolina
$452K +$52.1K +1,035 +13%
LWP
714
LMG Wealth Partners
Louisiana
$450K – – –
RIA
715
Regal Investment Advisors
Michigan
$445K +$55.5K +1,102 +14%
MMM
716
Mendel Money Management
Illinois
$444K – – –
SB
717
Sunflower Bank
Texas
$439K -$83.5K -1,660 -16%
PCM
718
Parsons Capital Management
Rhode Island
$431K -$59.6K -1,185 -12%
NB
719
Nicolet Bankshares
Wisconsin
$422K -$32K -635 -7%
GCP
720
Gill Capital Partners
Colorado
$421K -$98.6K -1,959 -19%
SMA
721
Sage Mountain Advisors
Georgia
$420K – – –
EWM
722
EPG Wealth Management
Georgia
$414K +$15.4K +306 +4%
GWM
723
GSB Wealth Management
Connecticut
$414K -$1.08M -21,441 -72%
WDG
724
Wealth Dimensions Group
Ohio
$412K +$15.1K +301 +4%
OHWA
725
Oak Hill Wealth Advisors
Virginia
$410K -$179K -3,558 -30%
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