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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 %
AWA
801
Amplius Wealth Advisors
Pennsylvania
$318K -$315K -6,278 -50%
PWMAG
802
Pinnacle Wealth Management Advisory Group
New Jersey
$317K +$317K +6,308 New
CIA
803
Compass Ion Advisors
Pennsylvania
$311K +$311K +6,202 New
PAS
804
Park Avenue Securities
New York
$311K +$311K +6,190 New
PA
805
PFG Advisors
Arizona
$311K -$5.57K -111 -2%
ES
806
ETF Store
Kansas
$311K +$6.21K +124 +2%
OCM
807
Orion Capital Management
California
$304K -$40K -797 -12%
EWA
808
Etesian Wealth Advisors
Oregon
$304K -$4.01K -80 -1%
TA
809
TrueWealth Advisors
Alabama
$303K -$13.9K -277 -4%
ACM
810
Anfield Capital Management
California
$303K -$102K -2,024 -25%
Brown Advisory
811
Brown Advisory
Maryland
$303K +$58.4K +1,164 +24%
NFG
812
Northeast Financial Group
Pennsylvania
$301K – – –
MA
813
Mosaic Advisors
Texas
$299K +$299K +5,962 New
CA
814
Calton & Associates
Florida
$295K +$295K +5,876 New
JMFC
815
J.M. Forbes & Co
Massachusetts
$293K +$50.2K +1,000 +21%
ACP
816
Aveo Capital Partners
Colorado
$291K +$291K +5,800 New
MSWMA
817
Market Street Wealth Management Advisors
Indiana
$289K -$351 -7 -0.1%
GT
818
Glenview Trust
Kentucky
$287K +$201 +4 +0.1%
PFA
819
Plotkin Financial Advisors
Maryland
$287K -$2.01K -40 -0.7%
SPFA
820
Summit Place Financial Advisors
New Jersey
$285K – – –
BSSFA
821
Baron Silver Stevens Financial Advisors
Florida
$284K -$80.9K -1,613 -22%
ME
822
McIlrath & Eck
Washington
$282K – – –
RF
823
Rollins Financial
Georgia
$281K +$10.3K +205 +4%
LAS
824
LWM Advisory Services
Florida
$279K -$68.4K -1,363 -20%
FPAS
825
Focus Partners Advisor Solutions
Missouri
$277K +$28.2K +562 +11%
31 32
33
34 35