JPST icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
EIA
976
Eldridge Investment Advisors
New Hampshire
– -$532K -10,573 Closed
EBA
977
Eagle Bay Advisors
New York
– -$457K -9,078 Closed
TA
978
TFB Advisors
Kansas
– -$382K -7,584 Closed
MFGP
979
Marshall Financial Group (Pennsylvania)
Pennsylvania
– -$367K -7,300 Closed
PWM
980
Prentice Wealth Management
New York
– -$364K -7,231 Closed
SIG
981
Spinnaker Investment Group
California
– -$359K -7,134 Closed
IC
982
IEQ Capital
California
– -$336K -6,683 Closed
DFA
983
DHJJ Financial Advisors
Illinois
– -$313K -6,219 Closed
AFP
984
Alpha Financial Partners
Kentucky
– -$305K -6,057 Closed
ANTB
985
AMG National Trust Bank
Colorado
– -$302K -6,003 Closed
LWM
986
Laidlaw Wealth Management
New York
– -$298K -5,921 Closed
AC
987
Asio Capital
Kentucky
– -$296K -5,885 Closed
ACP
988
Aveo Capital Partners
Colorado
– -$266K -5,279 Closed
TFG
989
Tilson Financial Group
New Jersey
– -$264K -5,237 Closed
Fisher Asset Management
990
Fisher Asset Management
Washington
– -$260K -5,172 Closed
SWMP
991
Signature Wealth Management Partners
New Jersey
– -$246K -4,880 Closed
NL
992
Navalign LLC
California
– -$244K -4,845 Closed
M&T Bank
993
M&T Bank
New York
– -$232K -4,617 Closed
MC
994
Moors & Cabot
Massachusetts
– -$225K -4,481 Closed
CFA
995
Compass Financial Advisors
Indiana
– -$216K -4,300 Closed
CIC
996
Carnegie Investment Counsel
Ohio
– -$211K -4,188 Closed
NP
997
NorthRock Partners
Minnesota
– -$210K -4,178 Closed
MA
998
Mosaic Advisors
Texas
– -$206K -4,094 Closed
BWM
999
Benchmark Wealth Management
Connecticut
– -$205K -4,076 Closed
AC
1000
Arjuna Capital
North Carolina
– -$64.6K -1,284 Closed
37 38 39
40
41