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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MHR
101
Matthew Hamilton Rosenberg
$21.8M 435,474 +16,229 +4%
PWG
102
Portside Wealth Group
Utah
$21.8M 435,262 +435,262 New
Franklin Resources
103
Franklin Resources
California
$21.1M 420,084 -79,429 -16%
SC
104
Savant Capital
Illinois
$20.9M 417,251 +388,591 +1,356%
JWBC
105
John W. Brooker & Co
California
$20.9M 416,343 -32,982 -7%
GVAG
106
Great Valley Advisor Group
Delaware
$20.7M 412,175 +38,800 +10%
BTWM
107
Baker Tilly Wealth Management
Wisconsin
$20.6M 410,743 +49,610 +14%
C
108
Certuity
Florida
$20.4M 407,182 +402,468 +8,538%
EK
109
Evensky & Katz
Florida
$20.2M 403,764 -7,610 -2%
CI
110
CX Institutional
Indiana
$20.2M 403,248 -10,566 -3%
AllianceBernstein
111
AllianceBernstein
Tennessee
$20.2M 401,936 +401,936 New
DAS
112
Dynamic Advisor Solutions
Arizona
$20M 399,211 -42,544 -10%
IWMWV
113
Ironwood Wealth Management (West Virginia)
West Virginia
$19.9M 399,346 +217 +0.1%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$19.9M 396,947 +396,947 New
Citadel Advisors
115
Citadel Advisors
Florida
$19.1M 381,926 +381,926 New
KFP
116
KB Financial Partners
New Jersey
$19M 379,680 -136 -0%
OCM
117
One Capital Management
California
$18.9M 377,097 -133,757 -26%
WAM
118
Weatherly Asset Management
California
$18.9M 376,490 +4,959 +1%
MWA
119
Mills Wealth Advisors
Texas
$18.6M 370,496 +41,118 +12%
Truist Financial
120
Truist Financial
North Carolina
$18.6M 370,004 -122,864 -25%
KAS
121
Kestra Advisory Services
Texas
$18.2M 362,801 -107,749 -23%
SWP
122
Summit Wealth Partners
Florida
$18M 358,335 -16,110 -4%
TNB
123
Thomasville National Bank
Georgia
$18M 358,191 -2,282 -0.6%
LNC
124
Lincoln National Corp
Pennsylvania
$17.8M 354,644 -248,624 -41%
AFG
125
Albion Financial Group
Utah
$17.7M 352,937 +978 +0.3%
3 4
5
6 7