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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

912 hedge funds and large institutions have $18B invested in JPMorgan Ultra-Short Income ETF in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 367 increasing their positions, 376 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-16
Holders Change %
-1.72%
% of All Funds
14.6%
Holding in Top 10
176
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.37%
% of All Funds
2.82%
New
96
Increased
367
Reduced
376
Closed
88
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$960M
2
Morgan Stanley
Morgan Stanley
New York
$3.1B
3
Jane Street
Jane Street
New York
$270M
4
Cerity Partners
Cerity Partners
New York
$178M
5
EWA
EP Wealth Advisors
California
$78.6M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$1.64M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$789M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M
4
Bank of America
Bank of America
North Carolina
$1.09B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
976
Congress Wealth Management
Massachusetts
– -$227K -4,519 Closed
CCMG
977
Clark Capital Management Group
Pennsylvania
– -$223K -4,447 Closed
PFBT
978
Parkside Financial Bank & Trust
Missouri
– -$218K -4,350 Closed
CAMG
979
CWA Asset Management Group
Florida
– -$217K -4,323 Closed
3F
980
360 Financial
Minnesota
– -$216K -4,308 Closed
AFS
981
AFG Fiduciary Services
Massachusetts
– -$213K -4,258 Closed
PAS
982
Park Avenue Securities
New York
– -$207K -4,134 Closed
KC
983
Kinloch Capital
Virginia
– -$204K -4,074 Closed
OWP
984
Obermeyer Wealth Partners
Colorado
– -$203K -4,044 Closed
QAM
985
Q3 Asset Management
Michigan
– -$190K -3,795 Closed
AWM
986
Accurate Wealth Management
Florida
– -$158K -3,156 Closed
Toronto Dominion Bank
987
Toronto Dominion Bank
Ontario, Canada
– -$106K -2,105 Closed
CS
988
Credit Suisse
Switzerland
– -$97.3K -1,940 Closed
CB
989
Community Bank
New York
– -$88.5K -1,765 Closed
GWS
990
Glassman Wealth Services
Virginia
– -$80.7K -1,609 Closed
MWM
991
MinichMacGregor Wealth Management
New York
– -$67.6K -1,347 Closed
CASC
992
Coppell Advisory Solutions Corp
Texas
– -$32.1K -640 Closed
CAS
993
Coppell Advisory Solutions
Texas
– -$32.1K -640 Closed
PFC
994
Phocas Financial Corp
California
– -$31.3K -625 Closed
TIM
995
Tortoise Investment Management
New York
– -$30.4K -606 Closed
USCWA
996
U.S. Capital Wealth Advisors
Texas
– -$30.1K -600 Closed
SC
997
SouthState Corp
Florida
– -$10K -200 Closed
BEI
998
Benjamin Edwards Inc
Missouri
– -$7K -135 Closed
CWP
999
Concord Wealth Partners
Virginia
– -$5.41K -108 Closed
GMA
1000
Glassy Mountain Advisors
Maryland
– -$5.16K -103 Closed
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