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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 %
CYG
901
Clean Yield Group
Vermont
$51.2K +$51.2K +1,022 New
BCM
902
Bourgeon Capital Management
Connecticut
$51K +$51K +1,017 New
BFA
903
BBJS Financial Advisors
Washington
$50.7K -$596K -11,889 -92%
SWA
904
SOA Wealth Advisors
New York
$47.3K – – –
BAAM
905
Baker Avenue Asset Management
California
$46.6K +$702 +14 +2%
IGWM
906
ICA Group Wealth Management
Colorado
$46.3K -$1.3K -26 -3%
KFI
907
Key Financial Inc
Pennsylvania
$45.6K -$149K -2,980 -77%
HDIM
908
Hanson & Doremus Investment Management
Vermont
$44K – – –
WIM
909
WealthPlan Investment Management
Nebraska
$41.5K +$451 +9 +1%
Bessemer Group
910
Bessemer Group
New Jersey
$40K -$10.1M -202,445 -100%
TLA
911
Tanglewood Legacy Advisors
Texas
$38.9K – – –
RCM
912
Raleigh Capital Management
North Carolina
$36.2K -$8.98K -179 -20%
SIS
913
Sound Income Strategies
Florida
$36.1K -$3.46K -69 -9%
PCM
914
Perritt Capital Management
Illinois
$35.1K – – –
PP
915
Prudential plc
United Kingdom
$35.1K +$35.1K +700 New
GWSG
916
GPS Wealth Strategies Group
Colorado
$30.2K -$61.8K -1,232 -67%
WAM
917
Worth Asset Management
Texas
$29.6K -$10.8K -215 -27%
GTAM
918
Global Trust Asset Management
Florida
$26.7K – – –
AIP
919
Ameritas Investment Partners
Nebraska
$25.1K +$25.1K +500 New
LWANC
920
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K – – –
NSIM
921
North Star Investment Management
Illinois
$24K – – –
TAM
922
Tucker Asset Management
Colorado
$21K – – –
ACM
923
Antonetti Capital Management
Florida
$19.8K – – –
GIA
924
GHP Investment Advisors
Colorado
$19.6K +$400 +8 +2%
PCM
925
Penserra Capital Management
California
$19K +$19K +396 New
35 36
37
38 39