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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
1
JPMorgan Chase & Co
New York
$903M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$162M
3
BPA
3
Beacon Pointe Advisors
California
$43.8M
4
AA
4
ACT Advisors
North Carolina
$31.1M
5
BMCM
5
Bryn Mawr Capital Management
Pennsylvania
$27.3M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$49.9M
2
Jane Street
2
Jane Street
New York
$32.5M
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$11M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.86B
5
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGF
776
Plan Group Financial
Oklahoma
$362K -$417K -8,310 -54%
BWM
777
Baystate Wealth Management
Massachusetts
$362K +$14.5K +289 +4%
WP
778
WealthPLAN Partners
Nebraska
$358K +$158K +3,145 +79%
CSIA
779
Charles Schwab Investment Advisory
California
$355K -$27.8K -553 -7%
VFPI
780
Vantage Financial Partners (Illinois)
Illinois
$351K -$356K -7,100 -50%
IHWM
781
Iron Horse Wealth Management
Iowa
$349K -$183K -3,654 -34%
RWA
782
Redhawk Wealth Advisors
Minnesota
$348K – – –
FIC
783
Family Investment Center
Missouri
$346K +$346K +6,901 New
WAM
784
Walker Asset Management
Missouri
$342K +$128K +2,546 +60%
PWM
785
Prentice Wealth Management
New York
$338K +$338K +6,746 New
DCM
786
Dudley Capital Management
Virginia
$337K +$5.02K +100 +2%
GPWA
787
Great Point Wealth Advisors
Massachusetts
$337K -$4.42K -88 -1%
BAM
788
Belpointe Asset Management
Nevada
$336K -$584K -11,630 -63%
FCA
789
Fortis Capital Advisors
Kansas
$336K -$332K -6,613 -50%
CPC
790
Consolidated Planning Corp
Georgia
$335K – – –
PA
791
Pinnacle Associates
New York
$333K -$475K -9,475 -59%
RWP
792
RWA Wealth Partners
Massachusetts
$333K +$333K +6,635 New
BC
793
Brio Consultants
California
$333K +$201 +4 +0.1%
AAM
794
Advisors Asset Management
Colorado
$329K +$14.4K +287 +5%
PA
795
Procyon Advisors
Connecticut
$326K +$326K +6,503 New
CW
796
CreativeOne Wealth
Kansas
$323K -$370K -7,366 -53%
GAM
797
Gemmer Asset Management
California
$322K +$50.4K +1,005 +19%
KWA
798
KCS Wealth Advisory
California
$321K +$116K +2,314 +57%
SIM
799
Stratos Investment Management
Ohio
$319K -$6.67K -133 -2%
FSG
800
Financial Strategies Group
Michigan
$319K -$1.15K -23 -0.4%
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