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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.

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 Market Value Shares Shares
Change 		Shares
Change %
NEWAS
76
N.E.W. Advisory Services
Wisconsin
$31.6M 629,300 +4,462 +0.7%
CAL
77
Capital Analysts LLC
Pennsylvania
$31M 618,590 +30,821 +5%
VA
78
Valmark Advisers
Ohio
$30.3M 605,237 +88,834 +17%
FCIM
79
Fairview Capital Investment Management
California
$30.2M 602,705 -39,740 -6%
AWS
80
Atria Wealth Solutions
New York
$29.5M 589,156 -117,397 -17%
AC
81
AlphaCore Capital
California
$29M 578,496 +185,488 +47%
FMP
82
Financial Management Professionals
Texas
$28M 558,067 +52,493 +10%
WSFS
83
Wilmington Savings Fund Society
Delaware
$27.9M 555,648 -27,616 -5%
FHA
84
Flagship Harbor Advisors
Massachusetts
$27.5M 547,879 +202,503 +59%
BPWM
85
Badgley Phelps Wealth Managers
Washington
$26.8M 535,174 -196,687 -27%
CCWA
86
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.1M 521,398 +15,792 +3%
CA
87
Cornerstone Advisory
Maryland
$25.9M 515,628 -115,372 -18%
MWM
88
Mascoma Wealth Management
New Hampshire
$25.6M 510,340 -140,737 -22%
Corient Private Wealth
89
Corient Private Wealth
Florida
$24.9M 496,190 -51,224 -9%
MSA
90
Mason Street Advisors
Wisconsin
$24.7M 493,250 – –
SFI
91
SPC Financial Inc
Maryland
$24.6M 490,639 +6,144 +1%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$24.4M 486,817 -171,339 -26%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$24M 478,318 +35,837 +8%
Mariner
94
Mariner
Kansas
$24M 477,925 +20,036 +4%
SF
95
Synovus Financial
Georgia
$23.7M 471,806 +9,665 +2%
CFG
96
Citizens Financial Group
Rhode Island
$23.6M 471,231 -185,332 -28%
CAM
97
Cresset Asset Management
Illinois
$23.2M 462,559 -9,811 -2%
PGFC
98
Peapack-Gladstone Financial Corp
New Jersey
$22.9M 456,576 +6,785 +2%
FPIS
99
Financial Planning & Information Services
Wisconsin
$22.7M 453,119 +187,918 +71%
FAM
100
Flaharty Asset Management
Florida
$22.3M 445,487 +445,487 New
2 3
4
5 6