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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 %
LC
176
Legacy CG
Texas
$12.5M -$826K -16,475 -6%
RCG
177
Rock Creek Group
District of Columbia
$12.4M -$571K -11,396 -4%
RA
178
Ruggaard & Associates
Ohio
$12.3M +$1.05M +20,869 +9%
ACG
179
Allen Capital Group
Nebraska
$12M +$653K +13,023 +6%
SAS
180
Sage Advisory Services
Texas
$12M -$1.45K -29 -0%
SCM
181
Stonehearth Capital Management
Massachusetts
$11.9M -$1.91M -38,088 -14%
PA
182
Prism Advisors
California
$11.9M -$992K -19,790 -8%
MAC
183
Mason & Associates (California)
California
$11.8M -$1.52M -30,266 -11%
FNT
184
First National Trust
Pennsylvania
$11.8M -$1.84M -36,776 -14%
PI
185
Parkside Investments
Illinois
$11.7M +$3.56M +70,930 +44%
ES
186
Eagle Strategies
New York
$11.6M -$877K -17,486 -7%
KL
187
KWMG LLC
Kansas
$11.6M +$1.01M +20,116 +10%
DWM
188
Dakota Wealth Management
Florida
$11.5M -$341K -6,795 -3%
LA
189
LexAurum Advisors
Kansas
$11.5M +$1.36M +27,162 +13%
MOS
190
MGO One Seven
Ohio
$11.5M -$1.53M -30,584 -12%
BFO
191
Boston Family Office
Massachusetts
$11.3M +$530K +10,577 +5%
GFG
192
Goldstone Financial Group
Illinois
$11.2M +$10.3M +206,208 +1,187%
IA
193
IFP Advisors
Florida
$11.2M -$2.34M -46,358 -17%
AI
194
Atria Investments
North Carolina
$11.1M +$3.23M +64,408 +41%
WCM
195
Wunderlich Capital Managemnt
Tennessee
$10.9M +$5.6M +111,691 +105%
SFP
196
Sandbox Financial Partners
Maryland
$10.8M +$355K +7,086 +3%
IWP
197
Insight Wealth Partners
Texas
$10.8M +$8.91M +177,790 +478%
MIS
198
Morningstar Investment Services
Illinois
$10.7M +$555K +11,072 +5%
LL
199
LPWM LLC
Minnesota
$10.7M +$3.03M +60,608 +39%
CWM
200
Cahaba Wealth Management
Georgia
$10.7M +$852K +16,984 +9%
6 7
8
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