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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.

New
Increased
Maintained
Reduced
Closed
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
2.61%
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 Holding Trade Value Shares
Change 		Shares
Change %
SAS
126
Sage Advisory Services
Texas
$16.9M +$4.88M +97,312 +41%
AIA
127
Arbor Investment Advisors
North Carolina
$16.9M +$1.31M +26,085 +8%
SLWA
128
San Luis Wealth Advisors
California
$16.9M +$2.07M +41,339 +14%
BB
129
Berkshire Bank
Massachusetts
$16.8M -$288K -5,741 -2%
AWM
130
Aprio Wealth Management
Georgia
$16.8M +$2.94M +58,611 +21%
JIP
131
Jaffetilchin Investment Partners
Florida
$16.7M -$695K -13,852 -4%
CFG
132
Citizens Financial Group
Rhode Island
$16.5M -$7.11M -141,718 -30%
RWA
133
Roberts Wealth Advisors
California
$16.5M -$340K -6,786 -2%
SW
134
SkyOak Wealth
Michigan
$16.5M +$1.16M +23,110 +8%
NW
135
Naviter Wealth
Arkansas
$16.4M -$154K -3,064 -0.9%
SA
136
Stewardship Advisors
Pennsylvania
$16.3M +$16.3M +325,544 New
Comerica Bank
137
Comerica Bank
Texas
$16.2M +$16.2M +322,438 New
SW
138
StrongBox Wealth
Missouri
$16.1M +$941K +18,747 +6%
NW
139
NewEdge Wealth
Pennsylvania
$15.6M -$565K -11,262 -3%
CFG
140
Cooper Financial Group
California
$15.6M +$2.19M +43,546 +16%
MWA
141
Mills Wealth Advisors
Texas
$15.6M -$3.03M -60,431 -16%
MOS
142
MGO One Seven
Ohio
$15.6M +$4.07M +81,096 +35%
SFC
143
SYM Financial Corp
Indiana
$15.5M +$15.5M +309,007 +6,180,140%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$15.5M -$344K -6,861 -2%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$15.3M -$54K -1,077 -0.4%
TWM
146
TMD Wealth Management
Arizona
$15.3M -$23.4M -465,741 -60%
RA
147
Rockingstone Advisors
Massachusetts
$15.3M +$1.59M +31,745 +12%
JWBC
148
John W. Brooker & Co
California
$15M -$5.91M -117,803 -28%
CI
149
CX Institutional
Indiana
$14.9M -$5.38M -107,291 -27%
AC
150
Abbrea Capital
California
$14.7M +$506K +10,074 +4%
4 5
6
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