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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 %
RFA
876
Resurgent Financial Advisors
Georgia
$201K +$167K +3,334 +505%
NP
877
NorthRock Partners
Minnesota
$195K +$195K +3,861 New
BC
878
Barrett & Company
Rhode Island
$185K – – –
TFA
879
Toth Financial Advisory
Virginia
$180K -$3.72K -74 -2%
FHA
880
First Horizon Advisors
Tennessee
$178K -$65.3K -1,300 -27%
LOIP
881
Live Oak Investment Partners
Texas
$165K -$205K – –
HIA
882
Harbor Investment Advisory
Maryland
$159K +$12.6K +250 +9%
Jones Financial Companies
883
Jones Financial Companies
Missouri
$154K +$154K +3,060 New
RG
884
Retirement Group
California
$152K +$100K +1,994 +193%
CPA
885
Clear Point Advisors
New York
$151K +$151K +3,010 New
LFG
886
Larson Financial Group
Missouri
$135K -$3.82K -76 -3%
AIC
887
Archer Investment Corporation
Indiana
$126K -$13.7K -273 -10%
RDFA
888
Ritter Daniher Financial Advisory
Ohio
$117K -$20.5K -408 -15%
BCM
889
Barometer Capital Management
Ontario, Canada
$110K -$110K -2,200 -50%
SWA
890
SOA Wealth Advisors
New York
$107K +$59.6K +1,187 +126%
HCA
891
Heck Capital Advisors
Wisconsin
$103K +$42.8K +853 +71%
AIM
892
Acropolis Investment Management
Missouri
$103K +$1.36K +27 +1%
MM
893
Main Management
California
$98K -$352K -7,028 -78%
PA
894
PSI Advisors
Florida
$96.4K – – –
National Bank of Canada
895
National Bank of Canada
Quebec, Canada
$95.1K – – –
SMA
896
Sage Mountain Advisors
Georgia
$95K -$324K -6,458 -77%
MCM
897
MidAtlantic Capital Management
Virginia
$93.9K +$93.9K +1,869 New
KFI
898
Key Financial Inc
Pennsylvania
$85.9K – – –
WTC
899
WhitTier Trust Company
Nevada
$85.4K – – –
VAG
900
VisionPoint Advisory Group
Texas
$84.7K -$1.81M -36,052 -96%
34 35
36
37 38