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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
2.61%
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 %
SIS
926
Sound Income Strategies
Florida
$33.8K -$2.36K -47 -7%
RCM
927
Raleigh Capital Management
North Carolina
$33.5K -$2.76K -55 -8%
RFA
928
Resurgent Financial Advisors
Georgia
$33.1K +$33.1K +660 New
CAS
929
Coppell Advisory Solutions
Texas
$32.1K +$32.1K +640 New
GTAM
930
Global Trust Asset Management
Florida
$26.7K – – –
BFA
931
BBJS Financial Advisors
Washington
$26.3K -$24.4K -487 -48%
BCM
932
BluePath Capital Management
Georgia
$25.9K +$25.9K +517 New
LWANC
933
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K – – –
NSIM
934
North Star Investment Management
Illinois
$24K – – –
TAM
935
Tucker Asset Management
Colorado
$21K – – –
CIA
936
Cape Investment Advisory
Georgia
$20.8K -$182K -3,619 -90%
GIA
937
GHP Investment Advisors
Colorado
$19.8K +$150 +3 +0.8%
ACM
938
Antonetti Capital Management
Florida
$19.8K – – –
MPWT
939
MassMutual Private Wealth & Trust
Connecticut
$17K – – –
HWP
940
Hibernia Wealth Partners
Louisiana
$16.9K +$16.9K +337 New
CFS
941
CGC Financial Services
Oregon
$15.2K – – –
CA
942
Centerpoint Advisors
Massachusetts
$15K +$15K +300 New
KC
943
Kenfarb & Co
Kentucky
$14.5K – – –
EAM
944
Eukles Asset Management
Ohio
$14.1K – – –
EWA
945
EverSource Wealth Advisors
Alabama
$9.64K – – –
JFG
946
JDM Financial Group
Texas
$8.23K – – –
PCM
947
Penserra Capital Management
California
$7K -$11.9K -249 -63%
HBW
948
Hazlett, Burt & Watson
West Virginia
$7K – – –
PWMG
949
Provence Wealth Management Group
California
$5.17K +$5.17K +103 New
Simplex Trading
950
Simplex Trading
Illinois
$5K +$5K +100 New
36 37
38
39 40