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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 %
LB
201
Leo Brokerage
Texas
$10.7M +$641K +12,803 +6%
HCA
202
Horan Capital Advisors
Ohio
$10.7M -$106K -2,110 -1%
FBFS
203
First Business Financial Services
Wisconsin
$10.6M -$257K -5,130 -2%
EWM
204
Elmwood Wealth Management
California
$10.5M +$579K +11,539 +6%
GLA
205
Good Life Advisors
Pennsylvania
$10.5M +$9.86M +196,574 +1,498%
FFG
206
Frisch Financial Group
New York
$10.3M +$729K +14,545 +8%
LCGC
207
Legacy Capital Group California
California
$10.3M +$8.32M +165,975 +423%
IPW
208
IronBridge Private Wealth
Texas
$10.3M +$1.03M +20,558 +11%
AWAU
209
Alliance Wealth Advisors (Utah)
Utah
$10.2M +$1.33M +26,546 +15%
BCI
210
Brinker Capital Investments
Pennsylvania
$10.2M +$10.2M +203,476 New
OPS
211
Orion Portfolio Solutions
Nebraska
$10.2M +$10.2M +203,476 New
CA
212
Crewe Advisors
Utah
$10.2M +$1.69M +33,751 +20%
LWA
213
Lowe Wealth Advisors
Maryland
$10.2M +$25.9K +517 +0.3%
TYCC
214
Texas Yale Capital Corp
Florida
$10.1M -$735K -14,666 -7%
CWC
215
Carolinas Wealth Consulting
North Carolina
$10.1M -$500K -9,972 -5%
CCA
216
Cobblestone Capital Advisors
New York
$10.1M -$1.77M -35,355 -15%
RFM
217
Royal Fund Management
Florida
$10M +$10M +200,137 New
SCA
218
Scott Capital Advisors
Oregon
$9.98M +$2.06M +41,131 +26%
MRCM
219
M&R Capital Management
New Jersey
$9.95M -$324K -6,455 -3%
HSG
220
Helen Stephens Group
Texas
$9.93M +$3.96K +79 +0%
IWN
221
Independent Wealth Network
Iowa
$9.78M -$3.18M -63,350 -25%
EWA
222
Encompass Wealth Advisors
Oregon
$9.65M -$187K -3,730 -2%
Citigroup
223
Citigroup
New York
$9.64M +$1.02M +20,290 +12%
ATPW
224
Ashton Thomas Private Wealth
Arizona
$9.61M -$2.95M -58,809 -23%
NA
225
NewEdge Advisors
Louisiana
$9.58M -$536K -10,695 -5%
7 8
9
10 11