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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.

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
2.62%
New
84
Increased
355
Reduced
446
Closed
60
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$66K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$903M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$162M
3
BPA
3
Beacon Pointe Advisors
California
$43.8M
4
AA
4
ACT Advisors
North Carolina
$31.1M
5
BMCM
5
Bryn Mawr Capital Management
Pennsylvania
$27.3M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$49.9M
2
Jane Street
2
Jane Street
New York
$32.5M
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$11M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.86B
5
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$61.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$43.8M 872,473 +835,250 +2,244%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$42.9M 855,642 -137,841 -14%
AA
53
Acorns Advisers
California
$42M 837,011 +1,957 +0.2%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$41.4M 825,166 +346,848 +73%
MA
55
Montag & Associates
Georgia
$40.8M 812,930 -64,504 -7%
QCG
56
Quadrant Capital Group
Ohio
$40.2M 801,133 +3,660 +0.5%
I
57
INVST
Indiana
$40.1M 799,986 -400,573 -33%
SIA
58
Soltis Investment Advisors
Utah
$39.6M 788,248 -430,357 -35%
AOWM
59
Alpha Omega Wealth Management
Virginia
$38.7M 772,126 +12,464 +2%
AC
60
Avestar Capital
New York
$38M 757,174 +416,866 +122%
SI
61
Stephens Inc
Arkansas
$36.6M 729,991 +4,103 +0.6%
RCM
62
Requisite Capital Management
Texas
$36.1M 719,258 -108,033 -13%
NEWAS
63
N.E.W. Advisory Services
Wisconsin
$35.1M 698,594 +69,294 +11%
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$34.6M 689,142 -21,945 -3%
AC
65
AlphaCore Capital
California
$33.5M 666,851 +88,355 +15%
PWA
66
Peterson Wealth Advisors
Utah
$33.2M 662,598 +27,144 +4%
Jane Street
67
Jane Street
New York
$32.5M 647,889 -5,719,631 -90%
HighTower Advisors
68
HighTower Advisors
Illinois
$32.5M 646,929 -471,693 -42%
VA
69
Valmark Advisers
Ohio
$32.4M 644,816 +39,579 +7%
OIA
70
OneDigital Investment Advisors
Kansas
$32.3M 643,216 -19,489 -3%
MAM
71
McCarthy Asset Management
California
$31.4M 626,080 -26,731 -4%
Mariner
72
Mariner
Kansas
$31.3M 624,005 +146,080 +31%
AA
73
ACT Advisors
North Carolina
$31.1M 620,671 +613,227 +8,238%
FCIM
74
Fairview Capital Investment Management
California
$31.1M 620,224 +17,519 +3%
AWM
75
Axxcess Wealth Management
California
$30.6M 610,574 +341,282 +127%
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