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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 %
MPWT
926
MassMutual Private Wealth & Trust
Connecticut
$16.9K -$55.1K -1,098 -76%
AWM
927
Abound Wealth Management
Tennessee
$15.3K +$15.3K +305 New
CFS
928
CGC Financial Services
Oregon
$15.1K +$15.1K +302 New
KC
929
Kenfarb & Co
Kentucky
$14.5K – – –
CA
930
Clearstead Advisors
Ohio
$14.2K -$74.1K -1,477 -84%
EAM
931
Eukles Asset Management
Ohio
$14K – – –
EWA
932
EverSource Wealth Advisors
Alabama
$9.63K +$6.17K +123 +178%
FA
933
Fiduciary Alliance
South Carolina
$8.57K -$4.24M -84,561 -100%
JFG
934
JDM Financial Group
Texas
$8.22K – – –
VCM
935
Versant Capital Management
Arizona
$7.87K +$7.87K +157 New
TC
936
Truvestments Capital
Florida
$7.53K – – –
HBW
937
Hazlett, Burt & Watson
West Virginia
$7K +$7K +131 New
FCB
938
First Command Bank
Texas
$5.52K – – –
FCFS
939
First Command Financial Services
Texas
$5.52K – – –
FMII
940
Farmers & Merchants Investments Inc
Nebraska
$3.36K +$3.36K +67 New
FCMT
941
Founders Capital Management (Texas)
Texas
$2.26K – – –
GI
942
Gradient Investments
Minnesota
$2.16K -$23.5K -468 -92%
GWS
943
Glassman Wealth Services
Virginia
$1.91K +$1.91K +38 New
BAM
944
Bellevue Asset Management
Washington
$1.7K +$1.7K +34 New
C
945
Covestor
United Kingdom
$1K – – –
RWM
946
Ruedi Wealth Management
Illinois
$829 +$98 +2 +13%
FGAM
947
Financial Gravity Asset Management
Texas
$635 +$46 +920 +8%
BWL
948
Bogart Wealth LLC
Virginia
$451 – – –
SFC
949
SYM Financial Corp
Indiana
$251 +$201 +4 +400%
DJSG
950
D.J. St. Germain
Massachusetts
$100 +$100 +2 New
36 37
38
39 40