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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 %
GWSA
951
Global Wealth Strategies & Associates
Colorado
$7 -$7 – –
HCM
952
Hilton Capital Management
New York
– -$8.48M -169,225 Closed
GAG
953
GM Advisory Group
New York
– -$5.25M -104,311 Closed
FEM
954
Fulcrum Equity Management
Texas
– -$5.16M -102,540 Closed
3AM
955
3EDGE Asset Management
Florida
– -$3.78M -75,033 Closed
WCAMG
956
Woodard & Company Asset Management Group
North Carolina
– -$3.61M -71,801 Closed
LWP
957
Laurel Wealth Planning
Minnesota
– -$3.14M -62,317 Closed
CA
958
Crumly & Associates
Illinois
– -$2.8M -55,691 Closed
SB
959
Strategic Blueprint
Georgia
– -$2.43M -48,369 Closed
AHC
960
Anderson Hoagland & Co
Missouri
– -$2.41M -47,823 Closed
BIP
961
Blueprint Investment Partners
North Carolina
– -$2.27M -45,163 Closed
TC
962
Trilogy Capital
California
– -$2.19M -43,554 Closed
CFAM
963
Center For Asset Management
Florida
– -$1.51M -30,042 Closed
LHWM
964
Lake Hills Wealth Management
Texas
– -$1.28M -25,389 Closed
RCS
965
Retirement Capital Strategies
California
– -$1.15M -22,835 Closed
LSA
966
Lion Street Advisors
Texas
– -$981K -19,500 Closed
SSWM
967
Smith Salley Wealth Management
North Carolina
– -$945K -18,783 Closed
OCPWS
968
One Charles Private Wealth Services
Massachusetts
– -$937K -18,623 Closed
BHWA
969
Beacon Harbor Wealth Advisors
Virginia
– -$823K -16,350 Closed
CGA
970
Crescent Grove Advisors
Illinois
– -$802K -15,945 Closed
RA
971
RFG Advisory
Alabama
– -$766K -15,220 Closed
GI
972
Glovista Investments
New Jersey
– -$707K -14,053 Closed
RA
973
Riversedge Advisors
Delaware
– -$658K -13,082 Closed
LCWP
974
Legacy Capital Wealth Partners
Arkansas
– -$647K -12,859 Closed
ADL
975
Asset Dedication LLC
California
– -$598K -11,890 Closed
37 38
39
40 41