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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 %
FIBT
176
First International Bank & Trust
North Dakota
$12M -$1.07M -21,229 -8%
CAWM
177
Capital Advisors Wealth Management
Washington
$11.9M -$978K -19,487 -8%
LL
178
LPWM LLC
Minnesota
$11.9M +$1.17M +23,501 +11%
CWM
179
Cahaba Wealth Management
Georgia
$11.9M +$1.17M +23,303 +11%
KL
180
KWMG LLC
Kansas
$11.8M +$273K +5,441 +2%
PCIA
181
Prime Capital Investment Advisors
Kansas
$11.8M -$1.25M -24,823 -10%
Millennium Management
182
Millennium Management
New York
$11.8M -$1.06M -21,172 -8%
GFG
183
Goldstone Financial Group
Illinois
$11.6M +$356K +7,100 +3%
IPW
184
IronBridge Private Wealth
Texas
$11.5M +$1.26M +25,034 +12%
HWP
185
Highline Wealth Partners
California
$11.5M +$3.38M +67,438 +42%
GS
186
GTS Securities
New York
$11.3M +$11.3M +225,000 New
DCM
187
Donaldson Capital Management
Indiana
$11.3M +$3.7M +73,651 +49%
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$11.2M -$8.67M -172,831 -44%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$11.2M +$7.16M +142,505 +176%
SCA
190
Scott Capital Advisors
Oregon
$11.2M +$1.25M +25,008 +13%
AWAU
191
Alliance Wealth Advisors (Utah)
Utah
$11.2M +$981K +19,548 +10%
IWC
192
Integrated Wealth Concepts
Massachusetts
$11.1M -$4.76M -94,783 -30%
DWM
193
Dakota Wealth Management
Florida
$11M -$514K -10,250 -4%
HFRG
194
Houlihan Financial Resource Group
Virginia
$11M -$255M -5,089,085 -96%
NA
195
NewEdge Advisors
Louisiana
$10.8M +$1.26M +25,142 +13%
FFG
196
Frisch Financial Group
New York
$10.8M +$528K +10,522 +5%
SFP
197
Sandbox Financial Partners
Maryland
$10.8M +$26.1K +521 +0.2%
MIS
198
Morningstar Investment Services
Illinois
$10.8M +$40.8K +813 +0.4%
IA
199
IFP Advisors
Florida
$10.7M -$394K -7,842 -4%
BFO
200
Boston Family Office
Massachusetts
$10.7M -$576K -11,479 -5%
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