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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
JPMorgan Chase & Co
New York
$903M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$162M
3
BPA
Beacon Pointe Advisors
California
$43.8M
4
AA
ACT Advisors
North Carolina
$31.1M
5
BMCM
Bryn Mawr Capital Management
Pennsylvania
$27.3M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$49.9M
2
Jane Street
Jane Street
New York
$32.5M
3
HFRG
Houlihan Financial Resource Group
Virginia
$11M
4
Morgan Stanley
Morgan Stanley
New York
$2.86B
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIM
751
Beese Fulmer Investment Management
Ohio
$416K – – –
TDC
752
Thompson Davis & Co
Virginia
$416K +$92.5K +1,844 +29%
AFP
753
Ausdal Financial Partners
Iowa
$413K -$6.5M -129,597 -94%
GWM
754
GSB Wealth Management
Connecticut
$412K -$3.01K -60 -0.7%
NRI
755
NFP Retirement Inc
California
$411K +$9.53K +190 +2%
SF
756
Slagle Financial
Illinois
$405K +$23.9K +477 +6%
RA
757
RFG Advisory
Alabama
$404K +$404K +8,055 New
CPA
758
Capital Planning Advisors
California
$403K – – –
MMM
759
Mendel Money Management
Illinois
$402K – – –
PCM
760
Parsons Capital Management
Rhode Island
$400K +$7.28K +145 +2%
SWP
761
Semus Wealth Partners
Florida
$397K -$93.4K -1,861 -19%
WDG
762
Wealth Dimensions Group
Ohio
$395K – – –
CB
763
Cadence Bank
Mississippi
$391K +$391K +7,793 New
EIP
764
Ellis Investment Partners
Pennsylvania
$391K +$6.72K +134 +2%
EWM
765
EPG Wealth Management
Georgia
$389K -$12.7K -254 -3%
AC
766
AIFG Consultants
New York
$384K -$277K -5,519 -42%
RFC
767
Regions Financial Corp
Alabama
$379K +$108K +2,150 +40%
BWM
768
BlackDiamond Wealth Management
New York
$377K -$193K -3,839 -34%
NL
769
Navalign LLC
California
$372K +$372K +7,415 New
KOC
770
Koss-Olinger Consulting
Florida
$371K – – –
KAM
771
Kraft Asset Management
Tennessee
$368K +$368K +7,330 New
CMS
772
Capital Market Strategies
Florida
$365K -$300 -6 -0.1%
BFG
773
Berger Financial Group
Minnesota
$365K +$24.6K +490 +7%
SWA
774
Strategies Wealth Advisors
Michigan
$364K +$1.51K +30 +0.4%
PFA
775
Pathway Financial Advisors
Vermont
$363K +$91.8K +1,829 +34%
29 30
31
32 33