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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

912 hedge funds and large institutions have $18B invested in JPMorgan Ultra-Short Income ETF in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 367 increasing their positions, 376 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-16
Holders Change %
-1.72%
% of All Funds
14.6%
Holding in Top 10
176
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.37%
% of All Funds
2.82%
New
96
Increased
367
Reduced
376
Closed
88
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$541M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Jane Street
Jane Street
New York
+$185M
4
Cerity Partners
Cerity Partners
New York
+$153M
5
EWA
EP Wealth Advisors
California
+$64.6M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$349M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$226M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$78.8M
4
Bank of America
Bank of America
North Carolina
-$73.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$69.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
751
Spinnaker Investment Group
California
$359K +$54.4K +1,081 +18%
RWA
752
Redhawk Wealth Advisors
Minnesota
$357K -$21K -417 -6%
CFO
753
Collective Family Office
Pennsylvania
$355K +$4.48K +89 +1%
FSG
754
Financial Strategies Group
Michigan
$354K -$2.67K -53 -0.7%
TCM
755
True Capital Management
California
$354K +$354K +7,035 New
DCM
756
Dudley Capital Management
Virginia
$351K +$114K +2,263 +48%
BWM
757
Baystate Wealth Management
Massachusetts
$344K -$1.47M -29,194 -81%
AWAP
758
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$341K -$424K -8,428 -55%
SIM
759
Stratos Investment Management
Ohio
$341K -$13.6K -270 -4%
AFM
760
Andesa Financial Management
Pennsylvania
$339K +$198K +7,215 +141%
IC
761
IEQ Capital
California
$336K +$336K +6,683 New
CPC
762
Consolidated Planning Corp
Georgia
$336K – – –
BC
763
Brio Consultants
California
$333K +$16.5K +327 +5%
BSSFA
764
Baron Silver Stevens Financial Advisors
Florida
$330K -$28K -557 -8%
CWM
765
Connecticut Wealth Management
Connecticut
$324K -$30.1K -598 -9%
IAIM
766
Industrial Alliance Investment Management
Quebec, Canada
$323K +$273K +5,413 +543%
FFS
767
Founders Financial Securities
Maryland
$323K +$78.3K +1,556 +32%
ES
768
ETF Store
Kansas
$322K +$3.27K +65 +1%
EWP
769
Elevation Wealth Partners
California
$318K +$318K +6,312 New
JSW
770
Journey Strategic Wealth
New Jersey
$317K +$317K +6,300 New
TA
771
TrueWealth Advisors
Alabama
$316K +$7.1K +141 +2%
DFA
772
DHJJ Financial Advisors
Illinois
$313K -$43.2K -858 -12%
PA
773
Planning Alternatives
Michigan
$310K -$1.13M -22,476 -79%
AFP
774
Alpha Financial Partners
Kentucky
$305K +$4.53K +90 +2%
ANTB
775
AMG National Trust Bank
Colorado
$302K -$81.3K -1,615 -21%
29 30
31
32 33