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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 %
SF
101
Synovus Financial
Georgia
$23.1M 460,825 -10,981 -2%
PA
102
Paragon Advisors
Texas
$22.8M 455,036 +104,890 +30%
MHR
103
Matthew Hamilton Rosenberg
$22.8M 454,475 +19,001 +4%
Franklin Resources
104
Franklin Resources
California
$22.7M 452,333 +32,249 +8%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$21.7M 432,451 -54,366 -11%
FTUS
106
Flow Traders U.S.
New York
$21.7M 431,445 +148,728 +53%
Corient Private Wealth
107
Corient Private Wealth
Florida
$21.6M 430,396 -65,794 -13%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$21.5M 428,617 -27,959 -6%
EK
109
Evensky & Katz
Florida
$21.3M 423,975 +20,211 +5%
BTWM
110
Baker Tilly Wealth Management
Wisconsin
$20.9M 416,724 +5,981 +1%
EH
111
Equitable Holdings
New York
$20.8M 414,758 +101,903 +33%
SC
112
Savant Capital
Illinois
$20M 398,364 -18,887 -5%
IWMWV
113
Ironwood Wealth Management (West Virginia)
West Virginia
$19.9M 397,608 -1,738 -0.4%
WWA
114
WCG Wealth Advisors
Nevada
$19.7M 380,489 +54,490 +17%
PSIWM
115
Paradigm Strategies in Wealth Management
Minnesota
$19.6M 391,474 +123,706 +46%
KAS
116
Kestra Advisory Services
Texas
$19.3M 385,535 +22,734 +6%
GKWIM
117
Gerber Kawasaki Wealth & Investment Management
California
$19.2M 383,128 +45,514 +13%
TNB
118
Thomasville National Bank
Georgia
$19.2M 382,916 +24,725 +7%
WAM
119
Weatherly Asset Management
California
$19.1M 380,115 +3,625 +1%
KFP
120
KB Financial Partners
New Jersey
$19M 379,229 -451 -0.1%
Citadel Advisors
121
Citadel Advisors
Florida
$18.9M 376,464 -5,462 -1%
VP
122
Verum Partners
North Carolina
$18.2M 361,873 +105,118 +41%
Truist Financial
123
Truist Financial
North Carolina
$18.2M 361,821 -8,183 -2%
SWP
124
Summit Wealth Partners
Florida
$17.9M 356,494 -1,841 -0.5%
AFG
125
Albion Financial Group
Utah
$17.2M 343,725 -9,212 -3%
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5
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