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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

965 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 316 increasing their positions, 473 reducing their positions, and 87 closing their positions.

Holders
965
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.15%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.32%
New
103
Increased
316
Reduced
473
Closed
87
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.64B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.77B
3
Jane Street
3
Jane Street
New York
$302M
4
Charles Schwab
4
Charles Schwab
California
$676M
5
Goldman Sachs
5
Goldman Sachs
New York
$93.6M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$561K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$705M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$85.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$134M
5
SW
5
SVB Wealth
Massachusetts
$36.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
51
Appleton Partners
Massachusetts
$43.1M 858,321 -116,659 -12%
AMR
52
Asset Management Resources
Massachusetts
$42.5M 846,267 -117,079 -12%
AA
53
Acorns Advisers
California
$42.3M 842,535 +5,524 +0.7%
State of Tennessee, Department of Treasury
54
State of Tennessee, Department of Treasury
Tennessee
$42M 836,800 -326,524 -28%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$41.8M 831,865 -23,777 -3%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$41.5M 826,580 -120,115 -13%
SCM
57
Sollinda Capital Management
Florida
$40.8M 812,444 +812,444 New
PWA
58
Peterson Wealth Advisors
Utah
$39.5M 786,251 +123,653 +19%
AOWM
59
Alpha Omega Wealth Management
Virginia
$38.7M 770,382 -1,744 -0.2%
SW
60
SVB Wealth
Massachusetts
$36.9M 734,087 -1,093,207 -60%
AC
61
Avestar Capital
New York
$36.5M 723,994 -33,180 -4%
SIA
62
Soltis Investment Advisors
Utah
$36.2M 720,140 -68,108 -9%
MA
63
Montag & Associates
Georgia
$35.4M 701,191 -111,739 -14%
NEWAS
64
N.E.W. Advisory Services
Wisconsin
$34.4M 684,231 -14,363 -2%
AWM
65
Aprio Wealth Management
Georgia
$33.6M 668,284 +333,054 +99%
AC
66
AlphaCore Capital
California
$32.6M 645,436 -21,415 -3%
VA
67
Valmark Advisers
Ohio
$31.9M 635,395 -9,421 -1%
MAM
68
McCarthy Asset Management
California
$31.6M 630,037 +3,957 +0.6%
LNC
69
Lincoln National Corp
Pennsylvania
$31.3M 622,861 +33,395 +6%
FPIS
70
Financial Planning & Information Services
Wisconsin
$29.8M 593,549 +94,777 +19%
FCIM
71
Fairview Capital Investment Management
California
$29.7M 591,779 -28,445 -5%
FHA
72
Flagship Harbor Advisors
Massachusetts
$29.6M 588,913 +460,819 +360%
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$29M 577,766 -111,376 -16%
RCG
74
Rock Creek Group
District of Columbia
$29M 577,451 +9,960 +2%
GG
75
Greenwood Gearhart
Arkansas
$29M 577,279 -9,046 -2%
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