JPST icon

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 %
IWM
701
IHT Wealth Management
Illinois
$541K -$106K -2,121 -16%
IIM
702
InTrack Investment Management
Vermont
$538K +$68.1K +1,358 +14%
TPWM
703
Twelve Points Wealth Management
Massachusetts
$534K -$49K -977 -8%
AP
704
Atwood & Palmer
Missouri
$533K +$257K +5,125 +93%
CBFP
705
Cedar Brook Financial Partners
Ohio
$529K -$31.8K -633 -6%
LW
706
Linscomb Wealth
Texas
$525K -$146K -2,902 -22%
LCWP
707
Legacy Capital Wealth Partners
Arkansas
$522K +$522K +10,412 New
PWA
708
Pillar Wealth Advisors
Pennsylvania
$521K -$983K -19,582 -65%
WEG
709
World Equity Group
Illinois
$515K -$48.1K -1,047 -9%
VCP
710
Verus Capital Partners
Arizona
$511K -$335K -6,678 -40%
SA
711
Shilanski & Associates
Alaska
$510K -$243K -4,845 -32%
CWM
712
Centurion Wealth Management
Virginia
$509K -$277K -5,513 -35%
MAM
713
MMA Asset Management
Pennsylvania
$507K -$6.96M -138,782 -93%
CI
714
CPR Investments
Michigan
$503K -$85.7K -1,707 -15%
LF
715
Lee Financial
Texas
$499K +$40.6K +810 +9%
BWM
716
BCGM Wealth Management
Indiana
$484K +$166K +3,309 +52%
AMIM
717
Aull & Monroe Investment Management
Alabama
$480K +$9.79K +195 +2%
ICP
718
Ironvine Capital Partners
Nebraska
$473K – – –
KSWA
719
Kathleen S. Wright Associates
Pennsylvania
$471K +$8.13K +162 +2%
RWPA
720
Richard W. Paul & Associates
Michigan
$471K +$87.4K +1,741 +23%
AHC
721
Anderson Hoagland & Co
Missouri
$471K +$471K +9,387 New
Koshinski Asset Management
722
Koshinski Asset Management
Illinois
$471K +$471K +9,378 New
KW
723
KWB Wealth
California
$470K -$17.7K -352 -4%
GAM
724
GEM Asset Management
Michigan
$470K +$470K +9,360 New
SFS
725
Security Financial Services
Indiana
$467K -$40K -798 -8%
27 28
29
30 31