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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
$960M
2
Morgan Stanley
Morgan Stanley
New York
$3.1B
3
Jane Street
Jane Street
New York
$270M
4
Cerity Partners
Cerity Partners
New York
$178M
5
EWA
EP Wealth Advisors
California
$78.6M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$1.64M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$789M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M
4
Bank of America
Bank of America
North Carolina
$1.09B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
801
Inscription Capital
Texas
$261K +$261K +5,181 New
CBFP
802
Cedar Brook Financial Partners
Ohio
$260K -$38.7K -769 -13%
Fisher Asset Management
803
Fisher Asset Management
Washington
$260K +$260K +5,172 New
TA
804
TFG Advisers
Michigan
$260K +$260K +5,166 New
CSIA
805
Charles Schwab Investment Advisory
California
$255K +$42.9K +853 +20%
HT
806
Headlands Technologies
Illinois
$254K -$200K -3,966 -44%
BBA
807
Braun-Bostich & Associates
Pennsylvania
$253K -$24.6K -488 -9%
HSWM
808
Hubbell Strickland Wealth Management
Louisiana
$253K +$855 +17 +0.3%
EAM
809
Evanson Asset Management
California
$252K +$50 +1 +0%
WAM
810
WealthTrust Asset Management
Florida
$252K -$5.99M -119,050 -96%
CCA
811
Column Capital Advisors
Indiana
$251K – – –
PG
812
Proffitt & Goodson
Tennessee
$249K +$22.6K +450 +10%
LAS
813
LWM Advisory Services
Florida
$249K +$17.8K +354 +8%
SC
814
Solstein Capital
California
$247K -$4.7M -93,488 -95%
SWMP
815
Signature Wealth Management Partners
New Jersey
$246K – – –
JMFC
816
J.M. Forbes & Co
Massachusetts
$244K -$1.01K -20 -0.4%
NL
817
Navalign LLC
California
$244K -$40.2K -798 -14%
SG
818
StoneX Group
New York
$240K +$240K +4,763 New
IA
819
IFG Advisors
Missouri
$239K +$239K +4,749 New
C
820
Certuity
Florida
$237K +$3.32K +66 +1%
M&T Bank
821
M&T Bank
New York
$232K +$232K +4,617 New
BWM
822
BCGM Wealth Management
Indiana
$230K -$117K -2,327 -34%
PCS
823
Personal CFO Solutions
New Jersey
$226K +$226K +4,486 New
MC
824
Moors & Cabot
Massachusetts
$225K -$146K -2,911 -39%
SAM
825
Summit Asset Management
Tennessee
$225K – – –
31 32
33
34 35