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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

912 hedge funds and large institutions have $18B invested in JPMorgan Ultra-Short Income ETF in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 367 increasing their positions, 376 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-16
Holders Change %
-1.72%
% of All Funds
14.6%
Holding in Top 10
176
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.37%
% of All Funds
2.82%
New
96
Increased
367
Reduced
376
Closed
88
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$960M
2
Morgan Stanley
Morgan Stanley
New York
$3.1B
3
Jane Street
Jane Street
New York
$270M
4
Cerity Partners
Cerity Partners
New York
$178M
5
EWA
EP Wealth Advisors
California
$78.6M

Top Sellers

1
GC
Grimes & Company
Massachusetts
$1.64M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$789M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M
4
Bank of America
Bank of America
North Carolina
$1.09B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Prism Advisors
California
$12.9M +$424K +8,433 +3%
ATPW
177
Ashton Thomas Private Wealth
Arizona
$12.6M -$5.14M -102,232 -29%
ES
178
Eagle Strategies
New York
$12.6M +$1.16M +22,971 +10%
MFP
179
Meridian Financial Partners
Virginia
$12.5M -$615K -12,254 -5%
SAS
180
Sage Advisory Services
Texas
$12.1M -$1.38M -27,339 -10%
NW
181
Naviter Wealth
Arkansas
$12M -$21.4K -426 -0.2%
DWM
182
Dakota Wealth Management
Florida
$11.9M +$562K +11,172 +5%
CFG
183
Cooper Financial Group
California
$11.9M +$1.01M +20,112 +9%
CCA
184
Cobblestone Capital Advisors
New York
$11.9M -$1.21M -24,120 -9%
SWP
185
Stratos Wealth Partners
Ohio
$11.9M -$5.86M -116,391 -33%
SC
186
Saiph Capital
New Jersey
$11.8M +$3.37M +66,924 +40%
DADC
187
D.A. Davidson & Co
Montana
$11.6M -$36.7M -728,393 -76%
ACG
188
Allen Capital Group
Nebraska
$11.4M +$11.4M +227,094 New
PMG
189
ProVise Management Group
Florida
$11.4M -$1.84M -36,662 -14%
LWMG
190
Levy Wealth Management Group
Pennsylvania
$11.3M -$1.26M -25,119 -10%
RA
191
Ruggaard & Associates
Ohio
$11.3M +$11.3M +223,571 New
CFD
192
Creative Financial Designs
Indiana
$11.1M +$1.17M +23,281 +12%
TYCC
193
Texas Yale Capital Corp
Florida
$10.9M -$3.34M -66,421 -23%
FBFS
194
First Business Financial Services
Wisconsin
$10.9M +$641K +12,738 +6%
HCA
195
Horan Capital Advisors
Ohio
$10.8M -$32K -636 -0.3%
BFO
196
Boston Family Office
Massachusetts
$10.8M -$98.2K -1,951 -0.9%
KPWS
197
Kestra Private Wealth Services
Texas
$10.7M +$4.21M +83,694 +65%
CWC
198
Carolinas Wealth Consulting
North Carolina
$10.7M +$4.83M +96,024 +83%
KL
199
KWMG LLC
Kansas
$10.6M +$285K +5,658 +3%
HFRG
200
Houlihan Financial Resource Group
Virginia
$10.5M +$1.42M +28,213 +16%
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