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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.

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$645M
2
SW
2
SVB Wealth
Massachusetts
$149M
3
Bank of America
3
Bank of America
North Carolina
$978M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.01B
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$49.8M 993,483 -145,436 -13%
AMR
52
Asset Management Resources
Massachusetts
$46.9M 934,987 -925 -0.1%
SLF
53
Sun Life Financial
Ontario, Canada
$46.5M 928,354 – –
SS
54
Simplicity Solutions
Minnesota
$46.2M 922,300 +63,401 +7%
BFG
55
Bleakley Financial Group
New Jersey
$45.8M 912,770 +58,929 +7%
PAG
56
Private Advisor Group
New Jersey
$45.7M 911,100 -42,346 -4%
EWM
57
Evermay Wealth Management
Virginia
$45.5M 906,874 -28,390 -3%
MA
58
Montag & Associates
Georgia
$44M 877,434 -32,117 -4%
AA
59
Acorns Advisers
California
$41.9M 835,054 -14,674 -2%
RCM
60
Requisite Capital Management
Texas
$41.5M 827,291 -158,381 -16%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$40.5M 808,144 +172,416 +27%
QCG
62
Quadrant Capital Group
Ohio
$40M 797,473 +906 +0.1%
TWM
63
TMD Wealth Management
Arizona
$38.7M 771,050 -66,531 -8%
AOWM
64
Alpha Omega Wealth Management
Virginia
$38.1M 759,662 +16,791 +2%
SI
65
Stephens Inc
Arkansas
$36.4M 725,888 -184,922 -20%
GG
66
Greenwood Gearhart
Arkansas
$36.1M 720,425 +22,041 +3%
MC
67
McMorgan & Co
California
$36.1M 719,005 +104,563 +17%
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$35.7M 711,087 -24,095 -3%
OIA
69
OneDigital Investment Advisors
Kansas
$33.2M 662,705 +14,247 +2%
LGA
70
Lebenthal Global Advisors
New York
$33.2M 661,299 -12,376 -2%
AF
71
Allworth Financial
California
$33M 658,316 -130,535 -17%
MAM
72
McCarthy Asset Management
California
$32.7M 652,811 +4,470 +0.7%
BIAS
73
Beacon Investment Advisory Services
New Jersey
$32.2M 641,495 -33,374 -5%
Renaissance Technologies
74
Renaissance Technologies
New York
$32.1M 640,400 -49,300 -7%
PWA
75
Peterson Wealth Advisors
Utah
$31.7M 635,454 +103,029 +19%
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