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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 %
KFG
851
Kingdom Financial Group
Arizona
$248K -$6.47K -129 -3%
FHA
852
First Horizon Advisors
Tennessee
$243K -$572K -11,396 -70%
SCA
853
Snowden Capital Advisors
New York
$243K -$591K -11,784 -71%
IA
854
IFG Advisors
Missouri
$234K -$3.96K -79 -2%
CAM
855
Concorde Asset Management
Michigan
$234K +$234K +4,663 New
AWAP
856
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$233K -$39.2K -782 -14%
HWA
857
HHM Wealth Advisors
Tennessee
$231K +$171K +3,415 +289%
CW
858
Channel Wealth
California
$230K -$276K -5,497 -55%
AWC
859
Adamsbrown Wealth Consultants
Kansas
$228K +$2.56K +51 +1%
PNC Financial Services Group
860
PNC Financial Services Group
Pennsylvania
$227K +$1.15K +23 +0.5%
SA
861
Scarborough Advisors
Maryland
$226K – – –
Ameriprise
862
Ameriprise
Minnesota
$226K +$2.56K +51 +1%
SAM
863
Summit Asset Management
Tennessee
$225K – – –
GCP
864
Gill Capital Partners
Colorado
$222K -$198K -3,939 -47%
ACI
865
Alpha Cubed Investments
California
$220K +$220K +4,375 New
BCM
866
Barometer Capital Management
Ontario, Canada
$219K -$284K -5,700 -56%
EWP
867
Elevation Wealth Partners
California
$217K +$92.3K +1,839 +74%
WWM
868
Windsor Wealth Management
Indiana
$215K +$1.56K +31 +0.7%
HWM
869
Howard Wealth Management
Connecticut
$214K -$146K -2,906 -41%
MCA
870
MSH Capital Advisors
Arizona
$212K -$652 -13 -0.3%
LSA
871
Lion Street Advisors
Texas
$211K +$211K +4,200 New
PG
872
Proffitt & Goodson
Tennessee
$210K +$27.9K +555 +15%
EWM
873
Elevatus Welath Management
New York
$210K +$853 +17 +0.4%
PA
874
Planning Alternatives
Michigan
$209K – – –
SCG
875
Sonata Capital Group
Washington
$207K – – –
33 34
35
36 37