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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

948 hedge funds and large institutions have $17.5B invested in JPMorgan Ultra-Short Income ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 328 increasing their positions, 442 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+36
Holders Change %
+3.95%
% of All Funds
14.95%
Holding in Top 10
159
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.66%
% of All Funds
2.51%
New
103
Increased
328
Reduced
442
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$266M
2
Charles Schwab
Charles Schwab
California
$523M
3
Cerity Partners
Cerity Partners
New York
$259M
4
Jane Street
Jane Street
New York
$319M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$832M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$645M
2
SW
SVB Wealth
Massachusetts
$149M
3
Bank of America
Bank of America
North Carolina
$978M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.64M
5
Morgan Stanley
Morgan Stanley
New York
$3.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
701
Cedar Brook Financial Partners
Ohio
$561K +$301K +6,004 +116%
AUB
702
Atlantic Union Bankshares
Virginia
$560K +$23.6K +470 +4%
BWP
703
Balboa Wealth Partners
Arizona
$559K -$6.27K -125 -1%
NEPWA
704
New England Private Wealth Advisors
Massachusetts
$559K -$398K -7,939 -42%
WP
705
WealthShield Partners
North Carolina
$540K +$89.1K +1,777 +20%
IHWM
706
Iron Horse Wealth Management
Iowa
$532K -$5.28M -105,238 -91%
SFS
707
Security Financial Services
Indiana
$507K -$10.3K -205 -2%
CW
708
Channel Wealth
California
$506K -$183K -3,658 -27%
BFW
709
Brady Family Wealth
Missouri
$502K +$1.45K +29 +0.3%
BCM
710
Barometer Capital Management
Ontario, Canada
$502K +$502K +10,100 New
State Farm Mutual Automobile Insurance
711
State Farm Mutual Automobile Insurance
Illinois
$501K – – –
Bank of New York Mellon
712
Bank of New York Mellon
New York
$492K +$30.5K +608 +7%
SWP
713
Semus Wealth Partners
Florida
$490K -$248K -4,956 -34%
KW
714
KWB Wealth
California
$488K +$80.8K +1,612 +20%
RFN
715
Redwood Financial Network
Ohio
$487K +$218K +4,357 +81%
EWM
716
Executive Wealth Management
Michigan
$482K -$23.2K -463 -5%
RIA
717
Regal Investment Advisors
Michigan
$480K +$37.2K +742 +8%
SMA
718
Sage Mountain Advisors
Georgia
$480K +$61K +1,216 +15%
SAF
719
Smith Anglin Financial
Texas
$479K +$5.37K +107 +1%
ICP
720
Ironvine Capital Partners
Nebraska
$473K – – –
AMIM
721
Aull & Monroe Investment Management
Alabama
$470K – – –
IIM
722
InTrack Investment Management
Vermont
$470K +$470K +9,369 New
NAS
723
Nicolet Advisory Services
Wisconsin
$470K +$470K +9,403 New
QPWM
724
Quadrant Private Wealth Management
Pennsylvania
$466K -$205K -4,079 -30%
MM
725
Main Management
California
$466K -$30.2K -602 -6%
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