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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 %
RFWA
926
RPg Family Wealth Advisory
Massachusetts
– -$6.2M -123,263 Closed
OPS
927
Orion Portfolio Solutions
Nebraska
– -$5.98M -119,331 Closed
WOSD
928
WFA of San Diego
California
– -$5.15M -102,820 Closed
WEG
929
World Equity Group
Illinois
– -$4.25M -84,822 Closed
NCG
930
Newport Capital Group
New Jersey
– -$4.23M -84,473 Closed
EFS
931
Econ Financial Services
Pennsylvania
– -$3.13M -62,375 Closed
SWA
932
SFMG Wealth Advisors
Texas
– -$3.08M -61,478 Closed
VAS
933
Vestmark Advisory Solutions
Massachusetts
– -$2.75M -54,797 Closed
EFH
934
Eaton Financial Holdings
Florida
– -$2.43M -48,504 Closed
IFO
935
Intrepid Family Office
Florida
– -$2.01M -40,000 Closed
FC
936
Fusion Capital
South Carolina
– -$1.53M -30,459 Closed
CI
937
Ceera Investments
Texas
– -$1.47M -29,240 Closed
BWG
938
Beta Wealth Group
California
– -$1.18M -23,579 Closed
TI
939
Tidal Investments
Wisconsin
– -$1.01M -20,223 Closed
CI
940
CPR Investments
Michigan
– -$1.01M -20,160 Closed
Members Trust
941
Members Trust
Florida
– -$929K -18,524 Closed
Ameriprise
942
Ameriprise
Minnesota
– -$896K -17,880 Closed
SC
943
Slow Capital
California
– -$752K -15,000 Closed
GAA
944
Global Assets Advisory
Florida
– -$751K -14,989 Closed
SL
945
SWMG LLC
Texas
– -$682K -13,596 Closed
PF
946
Parker Financial
Washington
– -$626K -12,496 Closed
MAG
947
MRA Advisory Group
New Jersey
– -$600K -11,972 Closed
ATWA
948
Arbor Trust Wealth Advisors
Michigan
– -$552K -10,989 Closed
IWA
949
IVC Wealth Advisors
Pennsylvania
– -$536K -10,698 Closed
TAM
950
Tocqueville Asset Management
New York
– -$515K -10,273 Closed
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