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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 %
CA
951
Calton & Associates
Florida
– -$504K -10,053 Closed
MFG
952
Merit Financial Group
Georgia
– -$498K -9,926 Closed
MCA
953
MSH Capital Advisors
Arizona
– -$485K -9,677 Closed
AT
954
American Trust
Kentucky
– -$202K -9,298 Closed
CMS
955
Capital Market Strategies
Florida
– -$457K -9,125 Closed
CAP
956
Columbia Advisory Partners
Washington
– -$425K -8,469 Closed
LWM
957
Ledge Wealth Management
Minnesota
– -$411K -8,208 Closed
PWMAG
958
Pinnacle Wealth Management Advisory Group
New Jersey
– -$405K -8,080 Closed
KIA
959
KCM Investment Advisors
California
– -$391K -7,790 Closed
CG
960
Colony Group
Massachusetts
– -$378K -7,550 Closed
1IA
961
1834 Investment Advisors
Wisconsin
– -$376K -7,500 Closed
MPW
962
MGO Private Wealth
California
– -$363K -7,249 Closed
PWA
963
Phoenix Wealth Advisors
North Carolina
– -$319K -6,360 Closed
SWA
964
Strata Wealth Advisors
Texas
– -$301K -6,000 Closed
PEA
965
Park Edge Advisors
Ohio
– -$298K -5,952 Closed
WS
966
Wedbush Securities
California
– -$298K -5,947 Closed
VAG
967
VisionPoint Advisory Group
Texas
– -$296K -5,898 Closed
F4L
968
Fortune 45 LLC
Louisiana
– -$295K -5,877 Closed
BCI
969
Brinker Capital Investments
Pennsylvania
– -$294K -5,858 Closed
RSWM
970
Robertson Stephens Wealth Management
California
– -$281K -5,598 Closed
BF
971
Brooklyn FI
New York
– -$664K -5,474 Closed
SHA
972
Seneca House Advisors
Virginia
– -$256K -5,106 Closed
AFG
973
Affinia Financial Group
Massachusetts
– -$240K -4,782 Closed
WAM
974
Warberg Asset Management
Illinois
– -$238K -4,752 Closed
BCA
975
Bay Colony Advisors
Massachusetts
– -$234K -4,673 Closed
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