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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 %
SCA
876
Stonebridge Capital Advisors
Minnesota
$132K -$12.5K -250 -9%
EWP
877
Elevation Wealth Partners
California
$125K -$191K -3,817 -60%
SC
878
Solstein Capital
California
$120K -$126K -2,520 -51%
HCA
879
Heck Capital Advisors
Wisconsin
$112K +$100K +2,000 +830%
WWM
880
Wolff Wiese Magana
California
$111K +$1.25K +25 +1%
BWA
881
BDO Wealth Advisors
Florida
$109K -$8.73K -174 -7%
TWC
882
TD Waterhouse Canada
Ontario, Canada
$108K – – –
National Bank of Canada
883
National Bank of Canada
Quebec, Canada
$102K +$51.1K +1,021 +100%
AIM
884
Acropolis Investment Management
Missouri
$100K -$25.9K -517 -21%
PA
885
PSI Advisors
Florida
$98.2K – – –
VAG
886
VisionPoint Advisory Group
Texas
$85.7K +$85.7K +1,710 New
WTC
887
WhitTier Trust Company
Nevada
$85.2K -$23.6K -471 -22%
HCP
888
Hexagon Capital Partners
Arkansas
$81.5K – – –
TF
889
TimeScale Financial
Massachusetts
$76.5K – – –
GJIA
890
Glass Jacobson Investment Advisors
Maryland
$64.2K +$64.2K +1,280 New
IPW
891
Impact Partnership Wealth
Georgia
$61.9K +$61.9K +1,235 New
MIM
892
Macroview Investment Management
Maryland
$61.8K – – –
PCFFS
893
Pacific Center for Financial Services
California
$60.4K +$60.4K +1,204 New
WT
894
Whittier Trust
California
$59.7K -$4.01K -80 -6%
HWA
895
HHM Wealth Advisors
Tennessee
$59.2K -$19.8K -395 -25%
AAP
896
Arax Advisory Partners
Colorado
$56.9K -$22.1M -440,528 -100%
SS
897
Sunbelt Securities
Texas
$55.8K +$17.5K +349 +46%
GA
898
GoalVest Advisory
New York
$55.6K +$55.6K +1,110 New
RG
899
Retirement Group
California
$54.8K +$28.8K +574 +111%
IAIM
900
Industrial Alliance Investment Management
Quebec, Canada
$52K -$271K -5,377 -84%
34 35
36
37 38