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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.

Holders
948
Holders Change
+36
Holders Change %
+3.95%
% of All Funds
14.96%
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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.01B 59,960,957 -1,668,099 -3%
Bank of America
2
Bank of America
North Carolina
$978M 19,509,741 -2,207,743 -10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$832M 16,584,242 +914,046 +6%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$645M 12,865,620 -6,207,448 -33%
UBS Group
5
UBS Group
Switzerland
$577M 11,511,702 -824,421 -7%
Charles Schwab
6
Charles Schwab
California
$523M 10,438,314 +3,504,882 +51%
LPL Financial
7
LPL Financial
California
$466M 9,286,219 -136,008 -1%
AAS
8
Avantax Advisory Services
Texas
$463M 9,240,121 +145,993 +2%
Wells Fargo
9
Wells Fargo
California
$424M 8,447,330 -582,983 -6%
HWM
10
HB Wealth Management
Georgia
$348M 6,986,692 +364,065 +5%
Jane Street
11
Jane Street
New York
$319M 6,367,520 +997,883 +19%
HFRG
12
Houlihan Financial Resource Group
Virginia
$266M 5,307,728 +5,098,169 +2,433%
Cerity Partners
13
Cerity Partners
New York
$259M 5,164,875 +1,620,208 +46%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$185M 3,687,839 -306,574 -8%
Betterment LLC
15
Betterment LLC
New York
$184M 3,679,388 -165,254 -4%
LWMT
16
Legacy Wealth Management (Tennessee)
Tennessee
$181M 3,600,758 +26,696 +0.7%
Osaic Holdings
17
Osaic Holdings
Arizona
$166M 3,312,909 -512,343 -13%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$164M 3,270,215 -883,091 -21%
SW
19
SVB Wealth
Massachusetts
$149M 2,972,487 -3,362,841 -53%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$141M 2,803,364 -143,086 -5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$134M 2,667,902 -152,021 -5%
TC
22
TownSquare Capital
Utah
$129M 2,563,351 +512,400 +25%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$121M 2,422,789 -298,435 -11%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$109M 2,171,746 -179,029 -8%
SWM
25
Spire Wealth Management
Virginia
$104M 2,082,564 -224,134 -10%
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