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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.

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
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 Holding Trade Value Shares
Change 		Shares
Change %
SNB
726
Security National Bank
Nebraska
$465K +$465K +9,265 New
MW
727
Marks Wealth
Maryland
$460K – – –
NEPWA
728
New England Private Wealth Advisors
Massachusetts
$457K -$102K -2,032 -18%
LJHT
729
Laurie J. Hall Trustee
$457K – – –
GF
730
Gries Financial
Ohio
$457K – – –
MWM
731
Modera Wealth Management
New Jersey
$456K +$195K +3,891 +75%
SW
732
SlateStone Wealth
Florida
$452K – – –
BA
733
Bluesphere Advisors
Pennsylvania
$452K – – –
MM
734
Main Management
California
$451K -$15.3K -305 -3%
CIBC World Market
735
CIBC World Market
Ontario, Canada
$450K -$272K -5,423 -38%
AWM
736
Avaii Wealth Management
Wisconsin
$446K -$597K -11,904 -57%
CFGS
737
Concourse Financial Group Securities
Alabama
$443K -$16.8K -334 -4%
CCIA
738
Cherry Creek Investment Advisors
Colorado
$442K -$17.4K -347 -4%
EFN
739
Equita Financial Network
Pennsylvania
$439K +$439K +8,744 New
SB
740
Sunflower Bank
Texas
$438K – – –
VCA
741
Verdence Capital Advisors
Maryland
$437K +$437K +8,700 New
EWM
742
Executive Wealth Management
Michigan
$436K -$46.4K -925 -10%
SAF
743
Smith Anglin Financial
Texas
$433K -$46.2K -921 -10%
WAOI
744
Wealth Advisors of Iowa
Iowa
$432K +$432K +8,605 New
OHWA
745
Oak Hill Wealth Advisors
Virginia
$430K +$23K +459 +6%
WIA
746
Westbourne Investment Advisors
Maryland
$430K -$345K -6,863 -44%
WS
747
Wedbush Securities
California
$426K +$116K +2,309 +37%
SMA
748
Sage Mountain Advisors
Georgia
$419K -$61K -1,216 -13%
QPWM
749
Quadrant Private Wealth Management
Pennsylvania
$418K -$48.7K -970 -10%
FHC
750
First Heartland Consultants
Missouri
$417K -$301 -6 -0.1%
28 29
30
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