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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

965 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 316 increasing their positions, 473 reducing their positions, and 87 closing their positions.

Holders
965
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.15%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.32%
New
103
Increased
316
Reduced
473
Closed
87
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.64B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.77B
3
Jane Street
3
Jane Street
New York
$302M
4
Charles Schwab
4
Charles Schwab
California
$676M
5
FDCP
5
Foster Dykema Cabot & Partners
Massachusetts
$120M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$561K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$705M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$85.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$134M
5
SW
5
SVB Wealth
Massachusetts
$36.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.64B 112,222,120 +55,253,811 +97%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.77B 35,144,701 +17,151,652 +95%
Bank of America
3
Bank of America
North Carolina
$831M 16,545,760 -777,456 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$705M 14,034,652 -1,673,453 -11%
Charles Schwab
5
Charles Schwab
California
$676M 13,457,071 +3,081,352 +30%
LPL Financial
6
LPL Financial
California
$492M 9,802,212 +506,695 +5%
UBS Group
7
UBS Group
Switzerland
$450M 8,953,816 -559,546 -6%
HWM
8
HB Wealth Management
Georgia
$381M 7,633,421 +593,425 +8%
Wells Fargo
9
Wells Fargo
California
$374M 7,450,430 -551,477 -7%
Jane Street
10
Jane Street
New York
$302M 6,020,258 +5,372,369 +829%
Cerity Partners
11
Cerity Partners
New York
$229M 4,528,724 -441,605 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$185M 3,681,315 -196,645 -5%
Betterment LLC
13
Betterment LLC
New York
$179M 3,568,494 -105,992 -3%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$177M 3,515,527 +293,360 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$136M 2,710,105 -923,432 -25%
Osaic Holdings
16
Osaic Holdings
Arizona
$134M 2,671,258 -1,124,134 -30%
TC
17
TownSquare Capital
Utah
$122M 2,421,088 -217,268 -8%
FDCP
18
Foster Dykema Cabot & Partners
Massachusetts
$120M 2,372,247 +2,372,247 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$105M 2,081,130 -556,587 -21%
AWM
20
AE Wealth Management
Kansas
$98.5M 1,953,273 +544,863 +39%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$96.2M 1,914,344 -180,714 -9%
Goldman Sachs
22
Goldman Sachs
New York
$93.6M 1,862,915 +1,862,915 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$85.5M 1,702,437 -1,220,684 -42%
S
24
SignatureFD
Georgia
$82M 1,632,348 -131,453 -7%
SWM
25
Spire Wealth Management
Virginia
$80.4M 1,596,765 -68,001 -4%
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