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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 %
FA
151
Fountainhead AM
New Jersey
$14.7M +$210K +4,178 +1%
SQA
152
Simon Quick Advisors
New Jersey
$14.7M -$1.17M -23,278 -7%
SFA
153
Souders Financial Advisors
Ohio
$14.6M +$778K +15,506 +6%
FWM
154
Fortress Wealth Management
California
$14.6M +$1.4M +27,978 +11%
DAS
155
Dynamic Advisor Solutions
Arizona
$14.5M -$5.49M -109,382 -27%
NG
156
Norden Group
Utah
$14.5M +$14.5M +289,705 New
LAS
157
Lloyd Advisory Services
Georgia
$14.5M +$14.5M +289,705 New
MA
158
Mutual Advisors
Nebraska
$14.5M +$1.68M +33,406 +13%
CG
159
Cynosure Group
Utah
$14.1M +$34.2K +682 +0.2%
WCM
160
Wunderlich Capital Managemnt
Tennessee
$14M +$3.1M +61,679 +28%
SC
161
Saiph Capital
New Jersey
$13.8M +$240K +4,790 +2%
TSW
162
Three Seasons Wealth
Utah
$13.4M +$13.4M +267,520 New
RFWA
163
RPg Family Wealth Advisory
Massachusetts
$13.4M +$504K +10,047 +4%
SFS
164
Sowell Financial Services
Arkansas
$13.3M -$2.47M -49,283 -16%
RA
165
Ruggaard & Associates
Ohio
$13.1M +$840K +16,739 +7%
MFP
166
Meridian Financial Partners
Virginia
$12.9M +$357K +7,122 +3%
TCM
167
Triumph Capital Management
Colorado
$12.8M -$1.59M -31,608 -11%
IAIM
168
International Assets Investment Management
Florida
$12.7M +$12.7M +241,122 New
RHP
169
Royal Harbor Partners
Texas
$12.6M -$4.92M -98,104 -28%
SFG
170
StrategIQ Financial Group
Indiana
$12.6M -$1.2M -23,817 -9%
LGA
171
Lebenthal Global Advisors
New York
$12.4M -$20.8M -414,171 -63%
ES
172
Eagle Strategies
New York
$12.3M +$597K +11,889 +5%
PA
173
Prism Advisors
California
$12.2M +$371K +7,394 +3%
EFG
174
Ethos Financial Group
Pennsylvania
$12.2M +$8.4M +158,821 +220%
SCM
175
Stonehearth Capital Management
Massachusetts
$12.1M +$168K +3,357 +1%
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