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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

948 hedge funds and large institutions have $17.5B invested in JPMorgan Ultra-Short Income ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 328 increasing their positions, 442 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+36
Holders Change %
+3.95%
% of All Funds
14.95%
Holding in Top 10
159
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.66%
% of All Funds
2.51%
New
103
Increased
328
Reduced
442
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$266M
2
Charles Schwab
2
Charles Schwab
California
$523M
3
Cerity Partners
3
Cerity Partners
New York
$259M
4
Jane Street
4
Jane Street
New York
$319M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$832M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$645M
2
SW
2
SVB Wealth
Massachusetts
$149M
3
Bank of America
3
Bank of America
North Carolina
$978M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
826
TFG Advisers
Michigan
$262K +$2.76K +55 +1%
MWM
827
Modera Wealth Management
New Jersey
$261K -$103K -2,061 -28%
CM
828
Cohanzick Management
New York
$256K +$256K +255,992 New
KFG
829
Kingdom Financial Group
Arizona
$254K +$254K +5,072 New
HSWM
830
Hubbell Strickland Wealth Management
Louisiana
$253K +$1.05K +21 +0.4%
EAM
831
Evanson Asset Management
California
$251K – – –
CCA
832
Column Capital Advisors
Indiana
$250K – – –
WWM
833
Wiser Wealth Management
Georgia
$250K -$22K -439 -8%
PFP
834
Pinnacle Financial Partners
Tennessee
$249K +$249K +4,961 New
FPAS
835
Focus Partners Advisor Solutions
Missouri
$249K -$329K -6,552 -57%
Brown Advisory
836
Brown Advisory
Maryland
$244K -$2.6M -51,827 -91%
WAM
837
WealthTrust Asset Management
Florida
$244K -$6.67K -133 -3%
JMFC
838
J.M. Forbes & Co
Massachusetts
$243K – – –
BBA
839
Braun-Bostich & Associates
Pennsylvania
$241K -$10.9K -218 -4%
IA
840
IFG Advisors
Missouri
$238K – – –
KAM
841
KEB Asset Management
Illinois
$229K +$229K +4,559 New
SA
842
Scarborough Advisors
Maryland
$226K +$226K +4,513 New
PCS
843
Personal CFO Solutions
New Jersey
$226K +$702 +14 +0.3%
AWC
844
Adamsbrown Wealth Consultants
Kansas
$226K +$226K +4,498 New
PNC Financial Services Group
845
PNC Financial Services Group
Pennsylvania
$225K +$133K +2,650 +144%
SAM
846
Summit Asset Management
Tennessee
$225K – – –
Ameriprise
847
Ameriprise
Minnesota
$223K +$223K +4,456 New
PSP
848
Pacific Sage Partners
Washington
$218K +$1.65K +33 +0.8%
WAM
849
Walker Asset Management
Missouri
$214K – – –
WWM
850
Windsor Wealth Management
Indiana
$213K +$952 +19 +0.4%
32 33
34
35 36