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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 %
PFA
776
Plotkin Financial Advisors
Maryland
$302K – – –
VFIC
777
Valley Forge Investment Consultants
Pennsylvania
$299K – – –
LWM
778
Laidlaw Wealth Management
New York
$298K +$19.6K +389 +7%
AC
779
Asio Capital
Kentucky
$296K -$3.07M -61,008 -91%
GAM
780
Gemmer Asset Management
California
$295K +$76.8K +1,526 +35%
KTC
781
Kistler-Tiffany Companies
Pennsylvania
$294K -$25K -497 -8%
IAP
782
Indie Asset Partners
Indiana
$292K -$25.2K -500 -8%
TB
783
Terril Brothers
Missouri
$290K – – –
GT
784
Glenview Trust
Kentucky
$288K – – –
SPFA
785
Summit Place Financial Advisors
New Jersey
$286K – – –
AOG
786
Alpha Omega Group
Virginia
$284K – – –
ME
787
McIlrath & Eck
Washington
$283K -$6.43M -127,798 -96%
CWM
788
Curi Wealth Management
North Carolina
$280K -$30.6K -609 -10%
RFC
789
Regions Financial Corp
Alabama
$277K +$59.9K +1,192 +28%
KCM
790
Kathmere Capital Management
Pennsylvania
$276K – – –
CWM
791
Cornerstone Wealth Management
Missouri
$275K +$275K +5,456 New
WWM
792
Wiser Wealth Management
Georgia
$273K +$273K +5,424 New
RF
793
Rollins Financial
Georgia
$272K +$272K +5,402 New
BFIM
794
Beese Fulmer Investment Management
Ohio
$272K – – –
CD
795
Chapin Davis
Maryland
$272K +$272K +5,400 New
MA
796
MJP Associates
Connecticut
$271K +$805 +16 +0.3%
RFN
797
Redwood Financial Network
Ohio
$269K +$269K +5,349 New
ACP
798
Aveo Capital Partners
Colorado
$266K -$217K -4,321 -45%
TFG
799
Tilson Financial Group
New Jersey
$264K -$7.91K -157 -3%
FFA
800
Farther Finance Advisors
California
$263K -$638K -12,678 -71%
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