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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
2.62%
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 %
BSB
951
Bangor Savings Bank
Maine
$4.9K +$4.9K +98 New
TCOV
952
Trust Company of Vermont
Vermont
$3.56K +$3.56K +71 New
GI
953
Gradient Investments
Minnesota
$2.45K +$300 +6 +14%
C
954
Covestor
United Kingdom
$2K +$651 +14 +48%
BAM
955
Bellevue Asset Management
Washington
$1.71K – – –
HNB
956
Huntington National Bank
Ohio
$1.1K -$168K – –
RWM
957
Ruedi Wealth Management
Illinois
$912 +$51 +1 +6%
BWL
958
Bogart Wealth LLC
Virginia
$452 – – –
AWM
959
Abound Wealth Management
Tennessee
$402 -$14.9K -297 -97%
CPG
960
Cornerstone Planning Group
New Jersey
$401 +$401 +8 New
SPWM
961
Spartan Planning & Wealth Management
North Carolina
$201 +$201 +4 New
DJSG
962
D.J. St. Germain
Massachusetts
$100 – – –
BlackRock
963
BlackRock
New York
$53 -$1.83M -34,435 -100%
AAP
964
Arax Advisory Partners
Colorado
$40 -$45.4K -1,135 -100%
GWSA
965
Global Wealth Strategies & Associates
Colorado
$7 -$7 – –
SLF
966
Sun Life Financial
Ontario, Canada
– -$46.5M -928,354 Closed
C
967
Certuity
Florida
– -$20.4M -407,182 Closed
AllianceBernstein
968
AllianceBernstein
Tennessee
– -$20.2M -401,936 Closed
NWM
969
NEIRG Wealth Management
Massachusetts
– -$16.6M -331,441 Closed
CM
970
Cohanzick Management
New York
– -$256K -255,992 Closed
LC
971
Legacy CG
Texas
– -$12.5M -248,670 Closed
MAC
972
Mason & Associates (California)
California
– -$11.8M -236,329 Closed
PWM
973
Pinnacle Wealth Management
California
– -$4.92M -98,095 Closed
PPW
974
Pasadena Private Wealth
California
– -$3.83M -76,312 Closed
CIA
975
Caerus Investment Advisors
Texas
– -$3.09M -61,568 Closed
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