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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
JPMorgan Chase & Co
New York
$903M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$162M
3
BPA
Beacon Pointe Advisors
California
$43.8M
4
AA
ACT Advisors
North Carolina
$31.1M
5
BMCM
Bryn Mawr Capital Management
Pennsylvania
$27.3M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$49.9M
2
Jane Street
Jane Street
New York
$32.5M
3
HFRG
Houlihan Financial Resource Group
Virginia
$11M
4
Morgan Stanley
Morgan Stanley
New York
$2.86B
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
201
Insight Wealth Partners
Texas
$10.7M -$106K -2,115 -1%
FBFS
202
First Business Financial Services
Wisconsin
$10.5M -$84.5K -1,683 -0.8%
Citigroup
203
Citigroup
New York
$10.5M +$872K +17,374 +9%
CA
204
Crewe Advisors
Utah
$10.4M +$189K +3,758 +2%
CCG
205
Chatham Capital Group
Georgia
$10.4M +$3.22M +64,100 +45%
CA
206
CoreCap Advisors
Michigan
$10.2M +$8.21M +163,560 +410%
ATPW
207
Ashton Thomas Private Wealth
Arizona
$10.2M +$581K +11,575 +6%
HCA
208
Horan Capital Advisors
Ohio
$10.2M -$500K -9,963 -5%
LWA
209
Lowe Wealth Advisors
Maryland
$10.1M -$66.7K -1,329 -0.7%
PMG
210
ProVise Management Group
Florida
$10.1M +$725K +14,448 +8%
RFM
211
Royal Fund Management
Florida
$10M -$16.7K -332 -0.2%
LA
212
LexAurum Advisors
Kansas
$10M -$1.52M -30,196 -13%
LCGC
213
Legacy Capital Group California
California
$9.78M -$515K -10,258 -5%
HSG
214
Helen Stephens Group
Texas
$9.76M -$173K -3,448 -2%
JWM
215
Janiczek Wealth Management
Colorado
$9.73M +$898K +17,902 +10%
WWM
216
WT Wealth Management
Arizona
$9.69M +$2M +39,843 +26%
WIC
217
Woodmont Investment Counsel
Tennessee
$9.68M -$4.88M -97,304 -34%
HH
218
Hilltop Holdings
Texas
$9.68M -$7.53M -150,105 -44%
MWC
219
MBM Wealth Consultants
Missouri
$9.66M +$729K +14,547 +8%
CFGF
220
Compass Financial Group (Florida)
Florida
$9.59M +$69.3K +1,381 +0.7%
SWP
221
Stratos Wealth Partners
Ohio
$9.58M -$7.78M -154,965 -45%
BCI
222
Brinker Capital Investments
Pennsylvania
$9.51M -$704K -14,035 -7%
OPS
223
Orion Portfolio Solutions
Nebraska
$9.51M -$704K -14,035 -7%
EWA
224
Encompass Wealth Advisors
Oregon
$9.5M -$162K -3,230 -2%
MWM
225
Magnolia Wealth Management
Alabama
$9.46M -$37.5K -747 -0.4%
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