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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

965 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 316 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.15%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.32%
New
103
Increased
316
Reduced
473
Closed
87
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.64B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.77B
3
Jane Street
3
Jane Street
New York
$302M
4
Charles Schwab
4
Charles Schwab
California
$676M
5
Goldman Sachs
5
Goldman Sachs
New York
$93.6M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$561K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$705M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$85.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$134M
5
SW
5
SVB Wealth
Massachusetts
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
951
First Pacific Financial
Washington
$2.46K +$2.46K +49 New
T
952
Tidemark
California
$2.31K +$2.31K +46 New
GI
953
Gradient Investments
Minnesota
$2.2K -$250 -5 -10%
CFB
954
Cullen/Frost Bankers
Texas
$2.01K +$2.01K +40 New
TVAMP
955
Tennessee Valley Asset Management Partners
Tennessee
$1.76K +$1.76K +35 New
BAM
956
Bellevue Asset Management
Washington
$1.71K – – –
GA
957
GoalVest Advisory
New York
$1.46K +$1.46K +29 New
CAM
958
Clarity Asset Management
Iowa
$1.3K +$1.3K +26 New
RWM
959
Ruedi Wealth Management
Illinois
$1.12K +$203 +4 +22%
LC
960
Lindbrook Capital
California
$1.01K +$1.01K +20 New
C
961
Covestor
United Kingdom
$1K -$654 -17 -40%
RIL
962
Rothschild Investment LLC
Illinois
$904 +$904 +18 New
OIA
963
Optimum Investment Advisors
Illinois
$553 +$553 +11 New
BWL
964
Bogart Wealth LLC
Virginia
$502 +$50 +1 +11%
CPG
965
Cornerstone Planning Group
New Jersey
$402 – – –
SPWM
966
Spartan Planning & Wealth Management
North Carolina
$201 – – –
BlackRock
967
BlackRock
New York
$53 – – –
OSAM
968
O'Shaughnessy Asset Management
Connecticut
$50 +$50 +1 New
GWSA
969
Global Wealth Strategies & Associates
Colorado
$7 -$7 – –
SAM
970
Smartleaf Asset Management
Massachusetts
$7 – – –
AA
971
ACT Advisors
North Carolina
– -$31.1M -620,671 Closed
Citadel Advisors
972
Citadel Advisors
Florida
– -$18.9M -376,464 Closed
LAS
973
Lloyd Advisory Services
Georgia
– -$14.5M -289,705 Closed
GS
974
GTS Securities
New York
– -$11.3M -225,000 Closed
Susquehanna International Group
975
Susquehanna International Group
Pennsylvania
– -$11.2M -224,116 Closed
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39
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