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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BIAS
76
Beacon Investment Advisory Services
New Jersey
$30.4M 605,111 -36,384 -6%
LNC
77
Lincoln National Corp
Pennsylvania
$29.6M 589,466 +234,822 +66%
GG
78
Greenwood Gearhart
Arkansas
$29.4M 586,325 -134,100 -19%
AWS
79
Atria Wealth Solutions
New York
$28.6M 569,383 -19,773 -3%
RCG
80
Rock Creek Group
District of Columbia
$28.5M 567,491 +319,345 +129%
GVAG
81
Great Valley Advisor Group
Delaware
$28.3M 563,975 +151,800 +37%
WSFS
82
Wilmington Savings Fund Society
Delaware
$27.7M 551,698 -3,950 -0.7%
BMCM
83
Bryn Mawr Capital Management
Pennsylvania
$27.3M 544,580 +544,580 New
AF
84
Allworth Financial
California
$27.2M 542,087 -116,229 -18%
BPWM
85
Badgley Phelps Wealth Managers
Washington
$26.8M 534,600 -574 -0.1%
EWM
86
Evermay Wealth Management
Virginia
$26.1M 519,956 -386,918 -43%
MWM
87
Mascoma Wealth Management
New Hampshire
$26M 518,358 +8,018 +2%
CA
88
Cetera Advisors
Colorado
$25.7M 512,184 +222,139 +77%
FMP
89
Financial Management Professionals
Texas
$25.7M 511,203 -46,864 -8%
AAS
90
Ameritas Advisory Services
Nebraska
$25.5M 507,268 +495,137 +4,082%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$25.4M 505,263 +333,016 +193%
FPIS
92
Financial Planning & Information Services
Wisconsin
$25M 498,772 +45,653 +10%
MSA
93
Mason Street Advisors
Wisconsin
$24.8M 493,250 – –
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.7M 492,527 -28,871 -6%
PI
95
Parkside Investments
Illinois
$24.7M 491,360 +257,955 +111%
CAM
96
Cresset Asset Management
Illinois
$24.5M 488,563 +26,004 +6%
SFI
97
SPC Financial Inc
Maryland
$24.5M 487,675 -2,964 -0.6%
CA
98
Cornerstone Advisory
Maryland
$24.2M 483,122 -32,506 -6%
PWG
99
Portside Wealth Group
Utah
$23.8M 473,834 +38,572 +9%
FAM
100
Flaharty Asset Management
Florida
$23.5M 468,183 +22,696 +5%
2 3
4
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