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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

783 hedge funds and large institutions have $11.8B invested in JPMorgan Ultra-Short Income ETF in 2021 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 284 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+85
Holders Change %
+12.18%
% of All Funds
12.09%
Holding in Top 10
143
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.33%
% of All Funds
2.21%
New
147
Increased
284
Reduced
311
Closed
50
Calls
$3.38M
Puts
–
Net Calls
+$3.38M
Net Calls Change
+$3.38M

Top Buyers

1
SLF
Sun Life Financial
Ontario, Canada
$480M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$109M
3
AWS
AJ Wealth Strategies
New York
$93.2M
4
Morgan Stanley
Morgan Stanley
New York
$1.27B
5
TC
TownSquare Capital
Utah
$78.7M

Top Sellers

1
SW
SVB Wealth
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$758M
3
AI
AXS Investments
New York
$0
4
CM
Cornerstone Management
Georgia
$56.4M
5
UBS Group
UBS Group
Switzerland
$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
226
BLB&B Advisors
Pennsylvania
$7.02M -$781K -15,470 -10%
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$7.02M +$6.1M +120,896 +665%
NCM
228
Noesis Capital Mangement
Florida
$6.97M -$1.72M -34,009 -20%
Truist Financial
229
Truist Financial
North Carolina
$6.84M -$3.11M -61,556 -31%
AWE
230
Avidian Wealth Enterprises
Texas
$6.8M +$2.64M +52,356 +64%
NCM
231
Novare Capital Management
North Carolina
$6.7M -$154K -3,047 -2%
MF
232
Meridian Financial
Massachusetts
$6.62M +$6.62M +131,058 New
CSWG
233
Cardinal Strategic Wealth Guidance
Kentucky
$6.61M +$78.9K +1,562 +1%
WP
234
WealthSource Partners
California
$6.6M +$1.8M +35,722 +38%
CFG
235
Citizens Financial Group
Rhode Island
$6.59M -$2.29M -45,275 -26%
NL
236
NVWM LLC
Pennsylvania
$6.42M +$386K +7,641 +6%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$6.35M +$6.35M +125,716 New
PCG
238
Prosperity Consulting Group
Maryland
$6.34M +$6.34M +125,785 New
FAM
239
Formidable Asset Management
Ohio
$6.3M -$226K -4,473 -3%
VFPI
240
Vantage Financial Partners (Illinois)
Illinois
$6.25M -$404K -8,000 -6%
JWCA
241
J.W. Cole Advisors
Florida
$6.25M +$6.25M +123,887 New
PWM
242
Pinnacle Wealth Management
California
$6.22M +$6.22M +123,244 New
BL
243
BFSG LLC
California
$6.21M +$3.22M +63,788 +108%
HWM
244
Howard Wealth Management
Connecticut
$6.17M +$2.94M +58,245 +91%
SW
245
StrongBox Wealth
Missouri
$6.15M +$118K +2,340 +2%
DCM
246
Donaldson Capital Management
Indiana
$6.08M -$7.41M -146,826 -55%
NCM
247
Northwest Capital Management
Oregon
$6.08M -$1.58M -31,312 -21%
HIC
248
Holderness Investments Company
North Carolina
$6.07M -$66.3K -1,313 -1%
SWP
249
Stratos Wealth Partners
Ohio
$6.06M -$42.8K -847 -0.7%
PCWA
250
Pacific Capital Wealth Advisors
California
$6.05M -$14.7M -291,993 -71%
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