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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.

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
1
JPMorgan Chase & Co
New York
$960M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.1B
3
Jane Street
3
Jane Street
New York
$270M
4
Cerity Partners
4
Cerity Partners
New York
$178M
5
EWA
5
EP Wealth Advisors
California
$78.6M

Top Sellers

1
GC
1
Grimes & Company
Massachusetts
$1.64M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$789M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$118M
4
Bank of America
4
Bank of America
North Carolina
$1.09B
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$148M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.1B 61,629,056 +5,359,338 +10%
Bank of America
2
Bank of America
North Carolina
$1.09B 21,717,484 -1,461,879 -6%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$960M 19,073,068 +10,751,662 +129%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$789M 15,670,196 -4,491,369 -22%
UBS Group
5
UBS Group
Switzerland
$621M 12,336,123 +565,322 +5%
LPL Financial
6
LPL Financial
California
$474M 9,422,227 +161,657 +2%
AAS
7
Avantax Advisory Services
Texas
$458M 9,094,128 +449,248 +5%
Wells Fargo
8
Wells Fargo
California
$454M 9,030,313 +268,300 +3%
Charles Schwab
9
Charles Schwab
California
$349M 6,933,432 +984,219 +17%
HWM
10
HB Wealth Management
Georgia
$330M 6,622,627 +669,702 +11%
SW
11
SVB Wealth
Massachusetts
$319M 6,335,328 -1,151,694 -15%
Jane Street
12
Jane Street
New York
$270M 5,369,637 +3,684,443 +219%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$209M 4,153,306 -864,066 -17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$201M 3,994,413 +310,040 +8%
Betterment LLC
15
Betterment LLC
New York
$193M 3,844,642 -54,498 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$193M 3,825,252 +627,259 +20%
LWMT
17
Legacy Wealth Management (Tennessee)
Tennessee
$180M 3,574,062 +13,507 +0.4%
Cerity Partners
18
Cerity Partners
New York
$178M 3,544,667 +3,039,036 +601%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$148M 2,946,450 -1,383,290 -32%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$142M 2,819,923 +11,050 +0.4%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$118M 2,350,775 -1,566,752 -40%
AssetMark Inc
22
AssetMark Inc
California
$116M 2,311,317 +815,831 +55%
SWM
23
Spire Wealth Management
Virginia
$116M 2,306,698 +1,137,286 +97%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$106M 2,107,490 +170,133 +9%
TC
25
TownSquare Capital
Utah
$103M 2,050,951 +381,969 +23%
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