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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

838 hedge funds and large institutions have $14.2B invested in JPMorgan Ultra-Short Income ETF in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 310 increasing their positions, 361 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
838
Holders Change
+27
Holders Change %
+3.33%
% of All Funds
14.17%
Holding in Top 10
180
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+23.29%
% of All Funds
3.04%
New
103
Increased
310
Reduced
361
Closed
68
Calls
$3.96M
Puts
–
Net Calls
+$3.96M
Net Calls Change
+$3.96M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.86B
2
GC
Grimes & Company
Massachusetts
$318M
3
FDCC
Foster Dykema Cabot & Co
Massachusetts
$197M
4
Bank of America
Bank of America
North Carolina
$849M
5
CCMG
Clark Capital Management Group
Pennsylvania
$206M

Top Sellers

1
SLF
Sun Life Financial
Ontario, Canada
$46.5M
2
CIAS
CFS Investment Advisory Services
New Jersey
$760K
3
S
SignatureFD
Georgia
$128M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$158M
5
KA
Klingman & Associates
New York
$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LHWM
226
Lake Hills Wealth Management
Texas
$7.71M +$2.49M +49,770 +48%
HSG
227
Helen Stephens Group
Texas
$7.69M +$144K +2,875 +2%
CPW
228
Crestmont Private Wealth
Texas
$7.6M +$219K +4,367 +3%
NP
229
NorthRock Partners
Minnesota
$7.57M -$1.86M -37,157 -20%
CCG
230
Chatham Capital Group
Georgia
$7.48M -$191K -3,810 -2%
ACM
231
Alpha Capital Management
Texas
$7.44M -$6.71M -134,030 -47%
FEM
232
Fulcrum Equity Management
Texas
$7.4M +$7.4M +147,728 New
AMR
233
Asset Management Resources
Massachusetts
$7.3M +$7.3M +145,681 New
TC
234
TAP Consulting
Missouri
$7.22M +$7.22M +144,214 New
CCM
235
Covington Capital Management
California
$7.19M -$1.01M -20,159 -12%
KPWS
236
Kestra Private Wealth Services
Texas
$7.16M +$3.43M +68,553 +92%
TCM
237
Tradewinds Capital Management
Washington
$7.15M -$1.31M -26,172 -16%
BAM
238
Belpointe Asset Management
Nevada
$7.11M +$6.86M +136,988 +2,812%
NA
239
NewEdge Advisors
Louisiana
$7.05M +$1.36M +27,199 +24%
PSIWM
240
Paradigm Strategies in Wealth Management
Minnesota
$6.98M -$5.39M -107,558 -44%
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$6.82M +$777K +15,517 +13%
SFP
242
Sandbox Financial Partners
Maryland
$6.66M +$224K +4,479 +3%
BFEC
243
Benjamin F. Edwards & Company
Missouri
$6.66M +$5.9M +117,717 +777%
FWM
244
Fortress Wealth Management
California
$6.65M -$2.69M -53,609 -29%
PA
245
Perennial Advisors
New York
$6.65M -$635K -12,670 -9%
DWM
246
Dakota Wealth Management
Florida
$6.57M +$1.77M +35,376 +37%
FNT
247
First National Trust
Pennsylvania
$6.51M +$1.56M +31,124 +31%
FAM
248
Formidable Asset Management
Ohio
$6.51M +$222K +4,425 +4%
PCG
249
Prosperity Consulting Group
Maryland
$6.46M -$42.4K -846 -0.7%
VNA
250
Valley National Advisers
Pennsylvania
$6.45M -$5.95M -118,897 -48%
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