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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 %
CPA
751
Capital Planning Advisors
California
$403K – – –
MMM
752
Mendel Money Management
Illinois
$402K -$40.6K -810 -9%
EWM
753
EPG Wealth Management
Georgia
$402K -$11K -220 -3%
NRI
754
NFP Retirement Inc
California
$401K – – –
WDG
755
Wealth Dimensions Group
Ohio
$395K -$15.1K -301 -4%
PCM
756
Parsons Capital Management
Rhode Island
$393K -$36.4K -725 -8%
IW
757
Imprint Wealth
South Carolina
$391K +$391K +7,812 New
AO
758
Advisor OS
Illinois
$386K +$386K +7,707 New
RWPA
759
Richard W. Paul & Associates
Michigan
$384K +$358K +7,143 +1,401%
EIP
760
Ellis Investment Partners
Pennsylvania
$384K +$384K +7,650 New
CSIA
761
Charles Schwab Investment Advisory
California
$382K +$128K +2,549 +50%
SF
762
Slagle Financial
Illinois
$381K +$381K +7,591 New
AA
763
ACT Advisors
North Carolina
$373K – – –
TSS
764
Two Sigma Securities
New York
$372K +$372K +7,426 New
KOC
765
Koss-Olinger Consulting
Florida
$371K +$2.16K +43 +0.6%
CMS
766
Capital Market Strategies
Florida
$367K +$367K +7,312 New
BSSFA
767
Baron Silver Stevens Financial Advisors
Florida
$365K +$36K +718 +11%
SWA
768
Strategies Wealth Advisors
Michigan
$363K -$103K -2,046 -22%
NFSG
769
Newbridge Financial Services Group
Florida
$361K +$3.41K +68 +1%
HWM
770
Howard Wealth Management
Connecticut
$360K -$931K -18,574 -72%
AT
771
American Trust
Kentucky
$356K +$356K +7,109 New
RWA
772
Redhawk Wealth Advisors
Minnesota
$348K -$8.02K -160 -2%
BWM
773
Baystate Wealth Management
Massachusetts
$347K +$3.86K +77 +1%
LAS
774
LWM Advisory Services
Florida
$347K +$98.6K +1,966 +40%
KTC
775
Kistler-Tiffany Companies
Pennsylvania
$346K +$52.7K +1,051 +18%
29 30
31
32 33