JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

965 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 316 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.15%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.32%
New
103
Increased
316
Reduced
473
Closed
87
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$5.64B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.77B
3
Jane Street
Jane Street
New York
$302M
4
Charles Schwab
Charles Schwab
California
$676M
5
Goldman Sachs
Goldman Sachs
New York
$93.6M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$561K
2
Fidelity Investments
Fidelity Investments
Massachusetts
$705M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$85.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$134M
5
SW
SVB Wealth
Massachusetts
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
751
Pinnacle Associates
New York
$407K +$73.1K +1,455 +22%
PWMAG
752
Pinnacle Wealth Management Advisory Group
New Jersey
$407K +$89.9K +1,790 +28%
CPA
753
Capital Planning Advisors
California
$404K – – –
SC
754
Summa Corp
Texas
$402K +$402K +8,000 New
MMM
755
Mendel Money Management
Illinois
$399K -$4.02K -80 -1%
Ameriprise
756
Ameriprise
Minnesota
$397K +$170K +3,387 +75%
SF
757
Slagle Financial
Illinois
$396K +$194K +7,712 +96%
EIP
758
Ellis Investment Partners
Pennsylvania
$396K +$5.12K +102 +1%
CCIA
759
Cherry Creek Investment Advisors
Colorado
$393K -$49.3K -981 -11%
SB
760
Sunflower Bank
Texas
$388K -$50.2K -1,000 -11%
CSPIA
761
Cary Street Partners Investment Advisory
Virginia
$388K -$378K -7,523 -49%
AG
762
Ascent Group
Virginia
$386K -$394K -7,838 -51%
EWM
763
EPG Wealth Management
Georgia
$384K -$6.69K -133 -2%
APIM
764
Agate Pass Investment Management
Washington
$381K +$381K +7,587 New
EWM
765
Evermay Wealth Management
Virginia
$373K -$25.8M -512,558 -99%
KOC
766
Koss-Olinger Consulting
Florida
$372K +$402 +8 +0.1%
CFGS
767
Concourse Financial Group Securities
Alabama
$371K -$74.6K -1,479 -17%
AFP
768
Ausdal Financial Partners
Iowa
$370K -$43.1K -858 -10%
SW
769
SMART Wealth
Nebraska
$367K +$367K +7,299 New
TDC
770
Thompson Davis & Co
Virginia
$363K -$53.1K -1,058 -13%
EA
771
Everpar Advisors
Oklahoma
$362K +$362K +7,210 New
EWS
772
Evergreen Wealth Solutions
Pennsylvania
$360K -$291K -5,786 -45%
BWM
773
Baystate Wealth Management
Massachusetts
$357K -$5.43K -108 -1%
WAM
774
Walker Asset Management
Missouri
$352K +$10.2K +203 +3%
FFS
775
Founders Financial Securities
Maryland
$350K +$350K +6,973 New
29 30
31
32 33