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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.

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 %
RCM
76
Requisite Capital Management
Texas
$28.5M -$7.8M -154,534 -21%
BMCM
77
Bryn Mawr Capital Management
Pennsylvania
$28.1M +$769K +15,304 +3%
BPWM
78
Badgley Phelps Wealth Managers
Washington
$27.2M +$189K +3,747 +0.7%
MIS
79
Morningstar Investment Services
Illinois
$26.8M +$16M +318,881 +149%
CAM
80
Cresset Asset Management
Illinois
$26.7M +$2.02M +40,043 +8%
CCWA
81
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26M +$1.28M +25,400 +5%
FMP
82
Financial Management Professionals
Texas
$25.9M +$265K +5,278 +1%
AF
83
Allworth Financial
California
$25.9M -$1.3M -25,980 -5%
MSA
84
Mason Street Advisors
Wisconsin
$24.8M – – –
MHR
85
Matthew Hamilton Rosenberg
$24.4M +$1.57M +31,329 +7%
MMA
86
Miracle Mile Advisors
California
$23.9M +$21.1M +420,746 +759%
FAM
87
Flaharty Asset Management
Florida
$23.6M +$111K +2,204 +0.5%
MWM
88
Mascoma Wealth Management
New Hampshire
$23.4M -$2.64M -52,597 -10%
TNB
89
Thomasville National Bank
Georgia
$23.4M +$4.16M +82,838 +22%
BIAS
90
Beacon Investment Advisory Services
New Jersey
$23.3M -$7.08M -140,870 -23%
Franklin Resources
91
Franklin Resources
California
$22.9M +$171K +3,399 +0.8%
EH
92
Equitable Holdings
New York
$22.8M +$1.93M +38,497 +9%
CA
93
Cornerstone Advisory
Maryland
$22.7M -$1.53M -30,378 -6%
Mariner
94
Mariner
Kansas
$22.6M -$8.73M -173,874 -28%
SLWA
95
San Luis Wealth Advisors
California
$22.1M +$5.22M +104,003 +31%
KAS
96
Kestra Advisory Services
Texas
$22.1M +$2.71M +53,948 +14%
PSIWM
97
Paradigm Strategies in Wealth Management
Minnesota
$21.8M +$2.1M +41,843 +11%
PGFC
98
Peapack-Gladstone Financial Corp
New Jersey
$21.6M +$62.9K +1,252 +0.3%
EK
99
Evensky & Katz
Florida
$21.5M +$251K +4,996 +1%
SF
100
Synovus Financial
Georgia
$21.3M -$1.88M -37,485 -8%
2 3
4
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