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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 %
OCM
776
Orion Capital Management
California
$344K -$20.1K -400 -6%
GPWA
777
Great Point Wealth Advisors
Massachusetts
$341K -$39.9K -795 -10%
BFG
778
Berger Financial Group
Minnesota
$340K -$30.5K -609 -8%
CPC
779
Consolidated Planning Corp
Georgia
$335K – – –
BC
780
Brio Consultants
California
$332K +$201 +4 +0.1%
DCM
781
Dudley Capital Management
Virginia
$332K -$17.2K -344 -5%
CWM
782
Curi Wealth Management
North Carolina
$330K +$51.1K +1,019 +18%
SIM
783
Stratos Investment Management
Ohio
$326K -$13.6K -271 -4%
TDC
784
Thompson Davis & Co
Virginia
$323K -$45.1K -899 -12%
MA
785
MJP Associates
Connecticut
$321K +$50.7K +1,012 +19%
FSG
786
Financial Strategies Group
Michigan
$320K -$32.9K -657 -9%
BWM
787
BCGM Wealth Management
Indiana
$318K +$88.7K +1,769 +39%
TA
788
TrueWealth Advisors
Alabama
$317K +$2.16K +43 +0.7%
PA
789
PFG Advisors
Arizona
$316K -$87.3K -1,742 -22%
M1FG
790
Mach-1 Financial Group
Arkansas
$316K +$271K +5,410 +607%
AAM
791
Advisors Asset Management
Colorado
$315K +$102K +2,036 +48%
LOIP
792
Live Oak Investment Partners
Texas
$313K -$397K – –
WS
793
Wedbush Securities
California
$310K +$310K +6,176 New
EWA
794
Etesian Wealth Advisors
Oregon
$308K -$792K -15,800 -72%
ES
795
ETF Store
Kansas
$305K -$15.4K -308 -5%
NFG
796
Northeast Financial Group
Pennsylvania
$301K +$301K +6,002 New
CWM
797
Connecticut Wealth Management
Connecticut
$301K -$21.9K -437 -7%
VFIC
798
Valley Forge Investment Consultants
Pennsylvania
$298K – – –
FAT
799
First American Trust
California
$295K +$295K +5,893 New
CFO
800
Collective Family Office
Pennsylvania
$294K -$59.1K -1,179 -17%
30 31
32
33 34