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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 %
BC
826
Brio Consultants
California
$258K -$75K -1,494 -23%
AAM
827
Advisors Asset Management
Colorado
$255K -$74.4K -1,482 -23%
EWMCB
828
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$252K -$652K -12,956 -72%
GHA
829
Granite Harbor Advisors
Texas
$252K +$252K +5,014 New
LSA
830
Lion Street Advisors
Texas
$251K +$40.4K +805 +19%
BSSFA
831
Baron Silver Stevens Financial Advisors
Florida
$251K -$33.4K -665 -12%
TA
832
TFG Advisers
Michigan
$251K -$14.7K -292 -6%
TB
833
Terril Brothers
Missouri
$248K -$21.3K -425 -8%
FPAS
834
Focus Partners Advisor Solutions
Missouri
$246K -$31.1K -620 -11%
CFIM
835
Client First Investment Management
Wisconsin
$245K +$245K +4,882 New
SCA
836
Snowden Capital Advisors
New York
$244K +$553 +11 +0.2%
JMFC
837
J.M. Forbes & Co
Massachusetts
$243K -$50.2K -1,000 -17%
PG
838
Proffitt & Goodson
Tennessee
$243K +$33K +657 +16%
KFG
839
Kingdom Financial Group
Arizona
$242K -$6.03K -120 -2%
CL
840
Cabana LLC
Arkansas
$242K +$242K +4,809 New
BRA
841
Biechele Royce Advisors
Indiana
$241K -$11.8K -234 -5%
HSWM
842
Hubbell Strickland Wealth Management
Louisiana
$240K -$14.8K -294 -6%
SEIA
843
Signature Estate & Investment Advisors
California
$236K +$236K +4,689 New
IA
844
IFG Advisors
Missouri
$235K – – –
SB
845
Strategic Blueprint
Georgia
$234K -$1.82M -36,164 -89%
HWA
846
HHM Wealth Advisors
Tennessee
$231K – – –
AWC
847
Adamsbrown Wealth Consultants
Kansas
$229K +$854 +17 +0.4%
AWA
848
Amplius Wealth Advisors
Pennsylvania
$226K -$92.1K -1,834 -29%
SAM
849
Summit Asset Management
Tennessee
$225K – – –
OCM
850
Orion Capital Management
California
$225K -$79.6K -1,584 -26%
32 33
34
35 36