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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 %
WDG
801
Wealth Dimensions Group
Ohio
$295K -$100K -2,000 -25%
HNB
802
Huntington National Bank
Ohio
$295K -$1.1K – –
CW
803
CreativeOne Wealth
Kansas
$293K -$30.4K -604 -9%
IHWM
804
Iron Horse Wealth Management
Iowa
$292K -$57.1K -1,137 -16%
SIM
805
Stratos Investment Management
Ohio
$291K -$29K -578 -9%
BFG
806
Berger Financial Group
Minnesota
$290K -$75.1K -1,495 -21%
HPFG
807
Hart & Patterson Financial Group
Massachusetts
$288K +$288K +5,740 New
PAS
808
Park Avenue Securities
New York
$287K -$24.2K -481 -8%
RSWM
809
Robertson Stephens Wealth Management
California
$286K +$25.2K +500 +10%
SPFA
810
Summit Place Financial Advisors
New Jersey
$285K – – –
RF
811
Rollins Financial
Georgia
$284K +$3.12K +62 +1%
RFA
812
Rollins Financial Advisors
New York
$284K +$284K +5,660 New
IAP
813
Indie Asset Partners
Indiana
$284K +$16K +318 +6%
ME
814
McIlrath & Eck
Washington
$282K – – –
EWA
815
Etesian Wealth Advisors
Oregon
$282K -$22.5K -448 -7%
IC
816
Inscription Capital
Texas
$282K +$10.7K +214 +4%
TW
817
TritonPoint Wealth
Maryland
$281K +$281K +5,559 New
FLPIM
818
F.L. Putnam Investment Management
Massachusetts
$277K +$277K +5,520 New
KCM
819
Kathmere Capital Management
Pennsylvania
$276K – – –
MFC
820
Morris Financial Concepts
South Carolina
$273K +$5.27K +105 +2%
PA
821
Procyon Advisors
Connecticut
$272K -$55.1K -1,096 -17%
CD
822
Chapin Davis
Maryland
$271K – – –
FSG
823
Financial Strategies Group
Michigan
$270K -$50.2K -997 -16%
AOG
824
Alpha Omega Group
Virginia
$268K +$5.93K +118 +2%
ACM
825
Anfield Capital Management
California
$263K -$40.3K -803 -13%
31 32
33
34 35