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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 %
FWA
1026
FOCUS Wealth Advisors
Texas
– -$277K -5,514 Closed
RFA
1027
RTD Financial Advisors
Pennsylvania
– -$275K -5,475 Closed
MSA
1028
Marino Stram & Associates
Massachusetts
– -$266K -5,302 Closed
GAA
1029
Global Assets Advisory
Florida
– -$266K -5,291 Closed
LFAS
1030
Level Four Advisory Services
Texas
– -$256K -5,112 Closed
WWM
1031
Wiser Wealth Management
Georgia
– -$253K -5,048 Closed
WAM
1032
WealthTrust Asset Management
Florida
– -$248K -4,947 Closed
CAM
1033
Concorde Asset Management
Michigan
– -$234K -4,663 Closed
CW
1034
Channel Wealth
California
– -$230K -4,585 Closed
ACI
1035
Alpha Cubed Investments
California
– -$220K -4,375 Closed
HWM
1036
Howard Wealth Management
Connecticut
– -$214K -4,268 Closed
SCG
1037
Sonata Capital Group
Washington
– -$207K -4,118 Closed
SFA
1038
Source Financial Advisors
New York
– -$203K -4,044 Closed
EG
1039
Ellerson Group
Maryland
– -$138K -2,750 Closed
SCA
1040
Stonebridge Capital Advisors
Minnesota
– -$130K -2,600 Closed
RCA
1041
Reitz Capital Advisors
Michigan
– -$100K -2,000 Closed
GBT
1042
Grove Bank & Trust
Florida
– -$86.8K -1,730 Closed
IPW
1043
Impact Partnership Wealth
Georgia
– -$60.6K -1,207 Closed
CYG
1044
Clean Yield Group
Vermont
– -$51.2K -1,022 Closed
BAAM
1045
Baker Avenue Asset Management
California
– -$46.7K -930 Closed
PP
1046
Prudential plc
United Kingdom
– -$35.1K -700 Closed
CAS
1047
Coppell Advisory Solutions
Texas
– -$32.1K -640 Closed
BCM
1048
BluePath Capital Management
Georgia
– -$25.9K -517 Closed
MPWT
1049
MassMutual Private Wealth & Trust
Connecticut
– -$17K -338 Closed
HWP
1050
Hibernia Wealth Partners
Louisiana
– -$16.9K -337 Closed
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