JPST icon

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
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 Holding Trade Value Shares
Change 		Shares
Change %
KSWA
726
Kathleen S. Wright Associates
Pennsylvania
$463K -$7.17K -143 -2%
NLP
727
Next Level Private
New York
$461K +$461K +9,213 New
MW
728
Marks Wealth
Maryland
$460K -$160K -3,185 -26%
CFGS
729
Concourse Financial Group Securities
Alabama
$459K -$89.1K -1,777 -16%
CCIA
730
Cherry Creek Investment Advisors
Colorado
$459K -$178K -3,552 -28%
LF
731
Lee Financial
Texas
$458K -$50.6K -1,010 -10%
LJHT
732
Laurie J. Hall Trustee
$457K -$13.5K -270 -3%
GF
733
Gries Financial
Ohio
$456K -$150K -3,000 -25%
BA
734
Bluesphere Advisors
Pennsylvania
$451K – – –
SW
735
SlateStone Wealth
Florida
$451K – – –
LWP
736
LMG Wealth Partners
Louisiana
$448K – – –
SB
737
Sunflower Bank
Texas
$437K – – –
LFAS
738
Level Four Advisory Services
Texas
$433K +$433K +8,640 New
MFG
739
Merit Financial Group
Georgia
$425K +$425K +8,473 New
WC
740
Waterloo Capital
Texas
$422K -$6.44M -128,503 -94%
TFA
741
TPG Financial Advisors
Oregon
$421K +$36.8K +733 +10%
GCP
742
Gill Capital Partners
Colorado
$420K – – –
FHC
743
First Heartland Consultants
Missouri
$417K +$417K +8,320 New
BFIM
744
Beese Fulmer Investment Management
Ohio
$416K +$145K +2,900 +54%
GWM
745
GSB Wealth Management
Connecticut
$415K +$2.56K +51 +0.6%
FFS
746
Founders Financial Securities
Maryland
$414K +$92.3K +1,841 +29%
AFG
747
Atomi Financial Group
New York
$414K +$414K +8,253 New
SC
748
Slow Capital
California
$413K +$413K +8,246 New
OHWA
749
Oak Hill Wealth Advisors
Virginia
$407K -$1.3K -26 -0.3%
ACM
750
Anfield Capital Management
California
$404K +$3.31K +66 +0.8%
28 29
30
31 32