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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
976
Bank of Nova Scotia
Ontario, Canada
– -$2.86M -57,065 Closed
MFS
977
Madrona Financial Services
Washington
– -$2.6M -51,928 Closed
OMC
978
Old Mission Capital
Illinois
– -$1.84M -36,705 Closed
BCM
979
Beck Capital Management
Texas
– -$1.61M -32,199 Closed
SAM
980
Simplify Asset Management
Nevada
– -$1.6M -31,942 Closed
VWA
981
V Wealth Advisors
Kansas
– -$1.51M -30,128 Closed
WANY
982
Wealthspire Advisors (New York)
New York
– -$1.38M -27,513 Closed
SHFP
983
Second Half Financial Partners
Florida
– -$1.34M -26,644 Closed
ACA
984
Atlas Capital Advisors
Wyoming
– -$1.27M -25,380 Closed
SWM
985
SFG Wealth Management
Maryland
– -$1.22M -24,331 Closed
SFG
986
Sterling Financial Group
California
– -$794K -15,827 Closed
BWM
987
Brown Wealth Management
Illinois
– -$790K -15,754 Closed
NAM
988
NorthCrest Asset Manangement
Minnesota
– -$755K -15,048 Closed
BFA
989
Bragg Financial Advisors
North Carolina
– -$599K -11,937 Closed
State Farm Mutual Automobile Insurance
990
State Farm Mutual Automobile Insurance
Illinois
– -$501K -10,000 Closed
NAS
991
Nicolet Advisory Services
Wisconsin
– -$470K -9,403 Closed
NLP
992
Next Level Private
New York
– -$461K -9,213 Closed
LWP
993
LMG Wealth Partners
Louisiana
– -$448K -8,943 Closed
FFS
994
Founders Financial Securities
Maryland
– -$414K -8,259 Closed
SC
995
Slow Capital
California
– -$413K -8,246 Closed
IW
996
Imprint Wealth
South Carolina
– -$391K -7,812 Closed
AO
997
Advisor OS
Illinois
– -$386K -7,707 Closed
CWM
998
Curi Wealth Management
North Carolina
– -$330K -6,591 Closed
MA
999
MJP Associates
Connecticut
– -$321K -6,406 Closed
CWM
1000
Connecticut Wealth Management
Connecticut
– -$301K -5,995 Closed
37 38 39
40
41