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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cetera Advisors
Colorado
$14.5M -$6.04M -120,452 -29%
FA
152
Fountainhead AM
New Jersey
$14.5M -$609K -12,137 -4%
TCM
153
Triumph Capital Management
Colorado
$14.4M -$3.29M -65,523 -19%
AC
154
Abbrea Capital
California
$14.2M -$5.16M -102,938 -27%
FTUS
155
Flow Traders U.S.
New York
$14.2M +$14.2M +282,717 New
CG
156
Cynosure Group
Utah
$14.1M +$14.1M +280,562 New
AWM
157
Aprio Wealth Management
Georgia
$13.9M -$2.4M -47,856 -15%
SFA
158
Souders Financial Advisors
Ohio
$13.8M -$32.3K -645 -0.2%
SFG
159
StrategIQ Financial Group
Indiana
$13.7M -$941K -18,772 -6%
RA
160
Rockingstone Advisors
Massachusetts
$13.6M -$350K -6,974 -2%
SC
161
Saiph Capital
New Jersey
$13.6M +$1.83M +36,482 +16%
AWM
162
Axxcess Wealth Management
California
$13.5M -$605K -12,061 -4%
ACA
163
Aptus Capital Advisors
Alabama
$13.5M +$8.33M +166,202 +163%
CFG
164
Cooper Financial Group
California
$13.4M +$1.56M +31,162 +13%
PSIWM
165
Paradigm Strategies in Wealth Management
Minnesota
$13.4M +$5.16M +102,821 +62%
FWM
166
Fortress Wealth Management
California
$13.2M +$5.52M +110,036 +72%
FIBT
167
First International Bank & Trust
North Dakota
$13M -$696K -13,873 -5%
PCIA
168
Prime Capital Investment Advisors
Kansas
$13M +$12.3M +244,537 +1,667%
SC
169
Scotia Capital
Ontario, Canada
$13M -$5.2M -103,740 -29%
CAWM
170
Capital Advisors Wealth Management
Washington
$12.9M +$65.7K +1,310 +0.5%
VP
171
Verum Partners
North Carolina
$12.9M -$84.6K -1,687 -0.7%
MA
172
Mutual Advisors
Nebraska
$12.8M +$3.61M +71,959 +39%
RFWA
173
RPg Family Wealth Advisory
Massachusetts
$12.8M +$12.8M +256,229 New
Millennium Management
174
Millennium Management
New York
$12.8M -$5.25M -104,781 -29%
MFP
175
Meridian Financial Partners
Virginia
$12.5M +$68.7K +1,370 +0.6%
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