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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.

New
Increased
Maintained
Reduced
Closed
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 %
AIM
1001
Aspen Investment Management
Michigan
– -$616K -12,287 Closed
WEG
1002
World Equity Group
Illinois
– -$515K -11,207 Closed
SA
1003
Shilanski & Associates
Alaska
– -$510K -10,171 Closed
CI
1004
CPR Investments
Michigan
– -$503K -10,020 Closed
Koshinski Asset Management
1005
Koshinski Asset Management
Illinois
– -$471K -9,378 Closed
MW
1006
Marks Wealth
Maryland
– -$460K -9,167 Closed
LJHT
1007
Laurie J. Hall Trustee
– -$457K -9,110 Closed
MWM
1008
Modera Wealth Management
New Jersey
– -$456K -9,090 Closed
EFN
1009
Equita Financial Network
Pennsylvania
– -$439K -8,744 Closed
VCA
1010
Verdence Capital Advisors
Maryland
– -$437K -8,700 Closed
WAOI
1011
Wealth Advisors of Iowa
Iowa
– -$432K -8,605 Closed
RA
1012
RFG Advisory
Alabama
– -$404K -8,055 Closed
AC
1013
AIFG Consultants
New York
– -$384K -7,643 Closed
NL
1014
Navalign LLC
California
– -$372K -7,415 Closed
KAM
1015
Kraft Asset Management
Tennessee
– -$368K -7,330 Closed
CMS
1016
Capital Market Strategies
Florida
– -$365K -7,306 Closed
VFPI
1017
Vantage Financial Partners (Illinois)
Illinois
– -$351K -7,000 Closed
RWA
1018
Redhawk Wealth Advisors
Minnesota
– -$348K -6,933 Closed
RWP
1019
RWA Wealth Partners
Massachusetts
– -$333K -6,635 Closed
PA
1020
PFG Advisors
Arizona
– -$311K -6,197 Closed
TA
1021
TrueWealth Advisors
Alabama
– -$303K -6,045 Closed
NFG
1022
Northeast Financial Group
Pennsylvania
– -$301K -6,002 Closed
CA
1023
Calton & Associates
Florida
– -$295K -5,876 Closed
ACP
1024
Aveo Capital Partners
Colorado
– -$291K -5,800 Closed
LAS
1025
LWM Advisory Services
Florida
– -$279K -5,550 Closed
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