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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.

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
2.62%
New
84
Increased
355
Reduced
446
Closed
60
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$66K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$903M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$162M
3
BPA
3
Beacon Pointe Advisors
California
$43.8M
4
AA
4
ACT Advisors
North Carolina
$31.1M
5
BMCM
5
Bryn Mawr Capital Management
Pennsylvania
$27.3M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$49.9M
2
Jane Street
2
Jane Street
New York
$32.5M
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$11M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.86B
5
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$61.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.86B 56,968,309 -2,992,648 -5%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$903M 17,993,049 +5,127,429 +40%
Bank of America
3
Bank of America
North Carolina
$869M 17,323,216 -2,186,525 -11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$788M 15,708,105 -876,137 -5%
Charles Schwab
5
Charles Schwab
California
$521M 10,375,719 -62,595 -0.6%
UBS Group
6
UBS Group
Switzerland
$477M 9,513,362 -1,998,340 -17%
LPL Financial
7
LPL Financial
California
$466M 9,295,517 +9,298 +0.1%
Wells Fargo
8
Wells Fargo
California
$402M 8,001,907 -445,423 -5%
HWM
9
HB Wealth Management
Georgia
$351M 7,039,996 +53,304 +0.8%
Cerity Partners
10
Cerity Partners
New York
$249M 4,970,329 -194,546 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$195M 3,877,960 +190,121 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$190M 3,795,392 +482,483 +15%
Betterment LLC
13
Betterment LLC
New York
$184M 3,674,486 -4,902 -0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$182M 3,633,537 +363,322 +11%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$162M 3,222,167 +1,050,421 +48%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$147M 2,923,121 +119,757 +4%
TC
17
TownSquare Capital
Utah
$132M 2,638,356 +75,005 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$132M 2,637,717 -30,185 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$105M 2,095,058 -327,731 -14%
CAN
20
Cetera Advisor Networks
California
$94.7M 1,887,762 -69,764 -4%
AssetMark Inc
21
AssetMark Inc
California
$93.3M 1,858,422 +9,840 +0.5%
SW
22
SVB Wealth
Massachusetts
$91.7M 1,827,294 -1,145,193 -39%
S
23
SignatureFD
Georgia
$88.5M 1,763,801 +43,708 +3%
FDCC
24
Foster Dykema Cabot & Co
Massachusetts
$88.2M 1,757,225 +47,768 +3%
SWM
25
Spire Wealth Management
Virginia
$83.5M 1,664,766 -417,798 -20%
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