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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 %
SFP
201
Sandbox Financial Partners
Maryland
$10.5M +$1.72M +34,140 +20%
BA
202
Bristlecone Advisors
Washington
$10.3M -$4.52M -89,812 -30%
MRCM
203
M&R Capital Management
New Jersey
$10.3M -$2.25M -44,741 -18%
FFA
204
First Foundation Advisors
California
$10.3M -$11.1M -220,508 -52%
Bessemer Group
205
Bessemer Group
New Jersey
$10.2M +$22.4K +445 +0.2%
MWC
206
MBM Wealth Consultants
Missouri
$10.2M -$57 -1 -0%
SHGA
207
Sand Hill Global Advisors
California
$10.2M -$5.52M -109,635 -35%
MIS
208
Morningstar Investment Services
Illinois
$10.2M +$1.42M +28,162 +16%
LWA
209
Lowe Wealth Advisors
Maryland
$10.2M -$91.6K -1,820 -0.9%
LA
210
LexAurum Advisors
Kansas
$10.2M +$38.4K +763 +0.4%
NA
211
NewEdge Advisors
Louisiana
$10.2M +$18.4K +366 +0.2%
LB
212
Leo Brokerage
Texas
$10.1M +$10.1M +200,283 New
EWM
213
Elmwood Wealth Management
California
$9.99M +$182K +3,616 +2%
HSG
214
Helen Stephens Group
Texas
$9.96M +$734K +14,579 +8%
EWA
215
Encompass Wealth Advisors
Oregon
$9.88M +$96.7K +1,921 +1%
CWM
216
Cahaba Wealth Management
Georgia
$9.86M +$1.79M +35,593 +22%
AC
217
Avestar Capital
New York
$9.65M -$2.95M -58,650 -23%
MWM
218
Magnolia Wealth Management
Alabama
$9.62M -$220K -4,375 -2%
FFG
219
Frisch Financial Group
New York
$9.61M +$8.04M +159,847 +513%
CFGF
220
Compass Financial Group (Florida)
Florida
$9.53M +$59K +1,172 +0.6%
KF
221
Krilogy Financial
Missouri
$9.42M -$14M -278,609 -60%
IWC
222
Integrated Wealth Concepts
Massachusetts
$9.36M +$2.75M +54,646 +42%
MA
223
Mutual Advisors
Nebraska
$9.27M -$503K -9,987 -5%
IPW
224
IronBridge Private Wealth
Texas
$9.26M +$9.26M +183,961 New
CTC
225
Central Trust Company
Missouri
$9.23M -$2.74M -54,398 -23%
7 8
9
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