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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 %
FWA
826
FOCUS Wealth Advisors
Texas
$277K -$2.94M -58,571 -91%
KCM
827
Kathmere Capital Management
Pennsylvania
$275K – – –
RFA
828
RTD Financial Advisors
Pennsylvania
$275K +$275K +5,475 New
CD
829
Chapin Davis
Maryland
$271K – – –
IC
830
Inscription Capital
Texas
$271K -$3.31K -66 -1%
CFO
831
Collective Family Office
Pennsylvania
$270K -$24.4K -487 -8%
DT
832
Daniels + Tansey
Delaware
$270K -$18.5M -77,016 -99%
TB
833
Terril Brothers
Missouri
$269K – – –
IAP
834
Indie Asset Partners
Indiana
$267K -$14.3K -284 -5%
MFC
835
Morris Financial Concepts
South Carolina
$267K -$11.3K -225 -4%
MFG
836
Merit Financial Group
Georgia
$266K -$159K -3,169 -37%
MSA
837
Marino Stram & Associates
Massachusetts
$266K -$83.8K -1,670 -24%
GAA
838
Global Assets Advisory
Florida
$266K +$266K +5,291 New
TA
839
TFG Advisers
Michigan
$265K +$3.11K +62 +1%
NFSG
840
Newbridge Financial Services Group
Florida
$265K -$97K -1,933 -27%
FAT
841
First American Trust
California
$262K -$33.8K -673 -11%
AOG
842
Alpha Omega Group
Virginia
$262K -$18.9K -377 -7%
RSWM
843
Robertson Stephens Wealth Management
California
$259K +$259K +5,171 New
JSW
844
Journey Strategic Wealth
New Jersey
$258K -$20K -399 -7%
LFAS
845
Level Four Advisory Services
Texas
$256K -$177K -3,528 -41%
HSWM
846
Hubbell Strickland Wealth Management
Louisiana
$255K +$1.2K +24 +0.5%
WWM
847
Wiser Wealth Management
Georgia
$253K +$3.16K +63 +1%
BRA
848
Biechele Royce Advisors
Indiana
$252K -$31.1K -620 -11%
CCA
849
Column Capital Advisors
Indiana
$250K – – –
WAM
850
WealthTrust Asset Management
Florida
$248K +$4.01K +80 +2%
32 33
34
35 36