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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 %
VFIC
1001
Valley Forge Investment Consultants
Pennsylvania
– – -5,939 Closed
NB
1002
Nicolet Bankshares
Wisconsin
– – -5,607 Closed
GFA
1003
Gallagher Fiduciary Advisors
Illinois
– – -5,503 Closed
PFP
1004
Pinnacle Financial Partners
Tennessee
– – -4,961 Closed
BBA
1005
Braun-Bostich & Associates
Pennsylvania
– – -4,814 Closed
KAM
1006
KEB Asset Management
Illinois
– – -4,559 Closed
PCS
1007
Personal CFO Solutions
New Jersey
– – -4,500 Closed
PSP
1008
Pacific Sage Partners
Washington
– – -4,350 Closed
JBA
1009
Johnson Bixby & Associates
Washington
– – -4,246 Closed
SC
1010
Solstein Capital
California
– – -2,395 Closed
WWM
1011
Wolff Wiese Magana
California
– – -2,218 Closed
PCFFS
1012
Pacific Center for Financial Services
California
– – -1,204 Closed
GA
1013
GoalVest Advisory
New York
– – -1,110 Closed
IAIM
1014
Industrial Alliance Investment Management
Quebec, Canada
– – -1,032 Closed
BCM
1015
Bourgeon Capital Management
Connecticut
– – -1,017 Closed
IGWM
1016
ICA Group Wealth Management
Colorado
– – -924 Closed
WIM
1017
WealthPlan Investment Management
Nebraska
– – -827 Closed
WAM
1018
Worth Asset Management
Texas
– – -590 Closed
AIP
1019
Ameritas Investment Partners
Nebraska
– – -500 Closed
FA
1020
Fiduciary Alliance
South Carolina
– – -171 Closed
VCM
1021
Versant Capital Management
Arizona
– – -157 Closed
TC
1022
Truvestments Capital
Florida
– – -150 Closed
FMII
1023
Farmers & Merchants Investments Inc
Nebraska
– – -67 Closed
FCMT
1024
Founders Capital Management (Texas)
Texas
– – -45 Closed
GWS
1025
Glassman Wealth Services
Virginia
– – -38 Closed
37 38 39 40
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