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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 %
SG
776
StoneX Group
New York
$346K -$547K -10,842 -61%
VCP
777
Verus Capital Partners
Arizona
$342K -$170K -3,378 -33%
KW
778
KWB Wealth
California
$342K -$129K -2,576 -27%
BWM
779
BlackDiamond Wealth Management
New York
$341K -$36.4K -724 -10%
SWP
780
Semus Wealth Partners
Florida
$341K -$56.7K -1,129 -14%
DCM
781
Dudley Capital Management
Virginia
$340K +$2.06K +41 +0.6%
BAM
782
Belpointe Asset Management
Nevada
$338K +$1.56K +31 +0.5%
FCA
783
Fortis Capital Advisors
Kansas
$338K +$1.56K +31 +0.5%
PFA
784
Pathway Financial Advisors
Vermont
$336K -$27.2K -541 -7%
SAF
785
Smith Anglin Financial
Texas
$335K -$97.9K -1,949 -23%
CPC
786
Consolidated Planning Corp
Georgia
$335K – – –
BAM
787
BTS Asset Management
Massachusetts
$332K +$332K +6,600 New
RFC
788
Regions Financial Corp
Alabama
$329K -$51K -1,016 -13%
WP
789
WealthPLAN Partners
Nebraska
$329K -$29.7K -592 -8%
PWS
790
Private Wealth Strategies
Ohio
$326K -$3.18M -63,323 -91%
GT
791
Glenview Trust
Kentucky
$324K +$35.9K +715 +12%
ICP
792
Ironvine Capital Partners
Nebraska
$324K -$150K -2,988 -32%
PGF
793
Plan Group Financial
Oklahoma
$316K -$46.8K -931 -13%
CIA
794
Compass Ion Advisors
Pennsylvania
$316K +$4.12K +82 +1%
CCWM
795
Correct Capital Wealth Management
Missouri
$313K +$313K +6,231 New
NRI
796
NFP Retirement Inc
California
$312K -$99K -1,971 -24%
PFA
797
Plotkin Financial Advisors
Maryland
$308K +$20.8K +414 +7%
MA
798
Mosaic Advisors
Texas
$303K +$3.92K +78 +1%
GAM
799
Gemmer Asset Management
California
$301K -$20.7K -413 -6%
FA
800
Fiduciary Alliance
South Carolina
$299K +$299K +5,952 New
30 31
32
33 34