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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
2.62%
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 %
GBT
901
Grove Bank & Trust
Florida
$86.8K +$86.8K +1,730 New
KFI
902
Key Financial Inc
Pennsylvania
$85.8K +$40.1K +800 +88%
OLVIG
903
Oliver Lagore Vanvalin Investment Group
Michigan
$85.5K -$62.9K -1,254 -42%
WTC
904
WhitTier Trust Company
Nevada
$85.3K – – –
HCP
905
Hexagon Capital Partners
Arkansas
$81.5K – – –
TWC
906
TD Waterhouse Canada
Ontario, Canada
$73.8K -$20.4K -407 -22%
TFG
907
Team Financial Group
California
$66.4K +$66.4K +1,323 New
GJIA
908
Glass Jacobson Investment Advisors
Maryland
$64.2K – – –
IPW
909
Impact Partnership Wealth
Georgia
$60.6K -$1.41K -28 -2%
HCA
910
Heck Capital Advisors
Wisconsin
$60.5K -$51.9K -1,035 -46%
AWM
911
Activest Wealth Management
Florida
$60.1K +$60.1K +1,197 New
WAS
912
Winch Advisory Services
Wisconsin
$52K +$52K +1,039 New
RG
913
Retirement Group
California
$51.8K -$3.01K -60 -5%
CYG
914
Clean Yield Group
Vermont
$51.2K – – –
WT
915
Whittier Trust
California
$50.2K -$9.53K -190 -16%
GWSG
916
GPS Wealth Strategies Group
Colorado
$50.1K +$19.8K +395 +66%
SWA
917
SOA Wealth Advisors
New York
$47.3K – – –
BAAM
918
Baker Avenue Asset Management
California
$46.7K – – –
SFA
919
Semmax Financial Advisors
North Carolina
$44.7K +$44.7K +891 New
HDIM
920
Hanson & Doremus Investment Management
Vermont
$44K – – –
Bessemer Group
921
Bessemer Group
New Jersey
$40K – – –
TLA
922
Tanglewood Legacy Advisors
Texas
$38.9K – – –
PCM
923
Perritt Capital Management
Illinois
$35.1K – – –
PP
924
Prudential plc
United Kingdom
$35.1K – – –
MIM
925
Macroview Investment Management
Maryland
$34.4K -$27.4K -547 -44%
35 36
37
38 39