JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

912 hedge funds and large institutions have $18B invested in JPMorgan Ultra-Short Income ETF in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 367 increasing their positions, 376 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-16
Holders Change %
-1.72%
% of All Funds
14.6%
Holding in Top 10
176
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.37%
% of All Funds
2.82%
New
96
Increased
367
Reduced
376
Closed
88
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$960M
2
Morgan Stanley
Morgan Stanley
New York
$3.1B
3
Jane Street
Jane Street
New York
$270M
4
Cerity Partners
Cerity Partners
New York
$178M
5
EWA
EP Wealth Advisors
California
$78.6M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$1.64M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$789M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M
4
Bank of America
Bank of America
North Carolina
$1.09B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
901
Truvestments Capital
Florida
$7.56K – – –
GLA
902
Great Lakes Advisors
Illinois
$7.15K +$7.15K +142 New
IWP
903
IAG Wealth Partners
Wisconsin
$6.84K +$6.84K +136 New
FCFS
904
First Command Financial Services
Texas
$5.54K – – –
FCB
905
First Command Bank
Texas
$5.54K – – –
EWA
906
EverSource Wealth Advisors
Alabama
$3.47K -$387K -7,698 -99%
FGAM
907
Financial Gravity Asset Management
Texas
$2.97K +$2.95K +11,686 +23,372%
FCMT
908
Founders Capital Management (Texas)
Texas
$2K – – –
C
909
Covestor
United Kingdom
$1K -$3.1K -90 -76%
RWM
910
Ruedi Wealth Management
Illinois
$776 +$724 +14 +1,400%
BWL
911
Bogart Wealth LLC
Virginia
$453 -$2.16K -43 -83%
OSAM
912
O'Shaughnessy Asset Management
Connecticut
$403 +$403 +8 New
BlackRock
913
BlackRock
New York
$54 -$37.1K -687 -100%
SFC
914
SYM Financial Corp
Indiana
$50 – – –
GWSA
915
Global Wealth Strategies & Associates
Colorado
$7 -$7 – –
TSA
916
Tri-Star Advisors
Texas
$6 – – –
FTUS
917
Flow Traders U.S.
New York
– -$32M -638,616 Closed
Citadel Advisors
918
Citadel Advisors
Florida
– -$23.7M -472,502 Closed
DOA
919
D'Orazio & Associates
Virginia
– -$13.5M -268,317 Closed
IA
920
IAM Advisory
Pennsylvania
– -$11.6M -230,640 Closed
SA
921
Stewardship Advisors
Pennsylvania
– -$9.48M -189,053 Closed
HWM
922
Hohimer Wealth Management
Washington
– -$7.85M -156,644 Closed
IAIM
923
International Assets Investment Management
Florida
– -$8.17M -152,888 Closed
HKIMG
924
Hutchens & Kramer Investment Management Group
Indiana
– -$7.66M -152,836 Closed
TSS
925
Two Sigma Securities
New York
– -$7.08M -141,196 Closed
35 36
37
38 39