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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 %
JBA
851
Johnson Bixby & Associates
Washington
$213K -$295K -5,881 -58%
MCA
852
MSH Capital Advisors
Arizona
$213K +$213K +4,245 New
CWAG
853
Carlsbad Wealth Advisory Group
California
$212K +$212K +4,234 New
FFA
854
Farther Finance Advisors
California
$211K -$51.8K -1,033 -20%
EWM
855
Elevatus Welath Management
New York
$209K +$209K +4,160 New
PA
856
Planning Alternatives
Michigan
$208K -$100K -1,997 -32%
SCG
857
Sonata Capital Group
Washington
$206K – – –
KWA
858
KCS Wealth Advisory
California
$205K +$205K +4,086 New
PS
859
Planned Solutions
California
$204K +$204K +4,065 New
KIA
860
Kraematon Investment Advisors
Massachusetts
$202K +$602 +12 +0.3%
CIA
861
Cape Investment Advisory
Georgia
$202K +$187K +3,734 +1,249%
FRA
862
Front Row Advisors
California
$201K – – –
FA
863
Financial Alternatives
California
$201K – – –
CWG
864
Cornerstone Wealth Group
North Carolina
$201K – – –
AWM
865
Angeles Wealth Management
California
$201K – – –
WP
866
WealthPLAN Partners
Nebraska
$200K -$158K -3,145 -44%
BC
867
Barrett & Company
Rhode Island
$184K – – –
PG
868
Proffitt & Goodson
Tennessee
$182K -$66.2K -1,321 -27%
TFA
869
Toth Financial Advisory
Virginia
$179K +$903 +18 +0.5%
HNB
870
Huntington National Bank
Ohio
$168K -$11.7K – –
OLVIG
871
Oliver Lagore Vanvalin Investment Group
Michigan
$148K +$148K +2,957 New
RDFA
872
Ritter Daniher Financial Advisory
Ohio
$142K -$58.9K -1,175 -29%
HIA
873
Harbor Investment Advisory
Maryland
$135K -$1.04M -20,727 -88%
WOC
874
West Oak Capital
California
$135K +$135K +2,695 New
LFG
875
Larson Financial Group
Missouri
$135K – – –
33 34
35
36 37