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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 %
WI
876
Wintrust Investments
Illinois
$205K +$205K +4,095 New
LOIP
877
Live Oak Investment Partners
Texas
$205K -$313K – –
PS
878
Planned Solutions
California
$204K – – –
KIA
879
Kraematon Investment Advisors
Massachusetts
$203K +$652 +13 +0.3%
SFA
880
Source Financial Advisors
New York
$203K +$203K +4,044 New
AWM
881
Angeles Wealth Management
California
$201K – – –
FRA
882
Front Row Advisors
California
$201K – – –
CWG
883
Cornerstone Wealth Group
North Carolina
$201K – – –
FA
884
Financial Alternatives
California
$201K – – –
DWT
885
Dorsey & Whitney Trust
South Dakota
$201K +$201K +4,000 New
BC
886
Barrett & Company
Rhode Island
$184K – – –
TFA
887
Toth Financial Advisory
Virginia
$183K +$4.32K +86 +2%
CA
888
Clearstead Advisors
Ohio
$179K +$165K +3,279 +1,159%
HIA
889
Harbor Investment Advisory
Maryland
$146K +$10.4K +208 +8%
AIC
890
Archer Investment Corporation
Indiana
$139K -$7.97M -158,714 -98%
LFG
891
Larson Financial Group
Missouri
$138K +$3.81K +76 +3%
EG
892
Ellerson Group
Maryland
$138K +$138K +2,750 New
RDFA
893
Ritter Daniher Financial Advisory
Ohio
$138K -$4.87K -97 -3%
SCA
894
Stonebridge Capital Advisors
Minnesota
$130K -$1.71K -34 -1%
AIM
895
Acropolis Investment Management
Missouri
$101K +$1.1K +22 +1%
RCA
896
Reitz Capital Advisors
Michigan
$100K -$3.2M -63,854 -97%
PA
897
PSI Advisors
Florida
$96.3K -$1.91K -38 -2%
National Bank of Canada
898
National Bank of Canada
Quebec, Canada
$94.8K -$7.51K -150 -7%
PCMC
899
Private Capital Management (Colorado)
Colorado
$94.1K +$94.1K +1,875 New
DFA
900
DHJJ Financial Advisors
Illinois
$93K +$93K +1,854 New
34 35
36
37 38