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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 %
SAG
826
SageView Advisory Group
California
$220K +$220K +4,381 New
PSP
827
Pacific Sage Partners
Washington
$217K +$1.31K +26 +0.6%
CFA
828
Compass Financial Advisors
Indiana
$216K – – –
WAM
829
Walker Asset Management
Missouri
$215K -$1.61K -32 -0.7%
AAM
830
Advisors Asset Management
Colorado
$213K +$83.2K +1,654 +64%
WWM
831
Windsor Wealth Management
Indiana
$213K +$1.21K +24 +0.6%
CIC
832
Carnegie Investment Counsel
Ohio
$211K -$1.91M -37,927 -90%
NP
833
NorthRock Partners
Minnesota
$210K +$210K +4,178 New
TIAM2
834
Tru Independence Asset Management 2
Oregon
$209K +$209K +4,151 New
SCG
835
Sonata Capital Group
Washington
$207K -$129K -2,570 -38%
MA
836
Mosaic Advisors
Texas
$206K +$1.91K +38 +0.9%
BWM
837
Benchmark Wealth Management
Connecticut
$205K -$194K -3,868 -49%
KIA
838
Kraematon Investment Advisors
Massachusetts
$202K -$50.6K -1,005 -20%
RDFA
839
Ritter Daniher Financial Advisory
Ohio
$202K -$486K -9,652 -71%
AWM
840
Angeles Wealth Management
California
$201K -$129K -2,561 -39%
CWG
841
Cornerstone Wealth Group
North Carolina
$201K – – –
FA
842
Financial Alternatives
California
$201K – – –
FRA
843
Front Row Advisors
California
$201K – – –
KFI
844
Key Financial Inc
Pennsylvania
$196K +$180K +3,580 +1,155%
BC
845
Barrett & Company
Rhode Island
$185K – – –
TFA
846
Toth Financial Advisory
Virginia
$178K -$19.2K -381 -10%
SCA
847
Stonebridge Capital Advisors
Minnesota
$145K +$47.4K +941 +48%
Commonwealth Equity Services
848
Commonwealth Equity Services
Massachusetts
$137K +$42.1K +836,306 +44%
LFG
849
Larson Financial Group
Missouri
$135K – – –
AIM
850
Acropolis Investment Management
Missouri
$126K +$956 +19 +0.8%
32 33
34
35 36