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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

857 hedge funds and large institutions have $15.8B invested in JPMorgan Ultra-Short Income ETF in 2022 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 361 increasing their positions, 341 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
857
Holders Change
+19
Holders Change %
+2.27%
% of All Funds
14.82%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
3.27%
New
91
Increased
361
Reduced
341
Closed
54
Calls
$12.8M
Puts
–
Net Calls
+$12.8M
Net Calls Change
+$8.81M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.39B
2
Charles Schwab
Charles Schwab
California
$149M
3
Bank of America
Bank of America
North Carolina
$981M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$307M
5
TW
Transform Wealth
Colorado
$115M

Top Sellers

1
AIA
Angeles Investment Advisors
California
$1.01M
2
SRC
Shufro Rose & Co
New York
$4.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$110M
4
CIAS
Capital Investment Advisory Services
North Carolina
$51.2M
5
HPC
HM Payson & Co
Maine
$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFRG
226
Houlihan Financial Resource Group
Virginia
$7.65M +$7.65M +152,412 New
AR
227
Apeiron RIA
Texas
$7.52M -$361K -7,214 -5%
KPWS
228
Kestra Private Wealth Services
Texas
$7.47M +$293K +5,846 +4%
MF
229
Meridian Financial
Massachusetts
$7.44M -$408K -8,124 -5%
CA
230
CoreCap Advisors
Michigan
$7.42M -$5.24M -104,458 -41%
JWCA
231
J.W. Coons Advisors
Ohio
$7.34M +$1.65M +32,980 +29%
PCG
232
Prosperity Consulting Group
Maryland
$7.24M +$769K +15,332 +12%
VNA
233
Valley National Advisers
Pennsylvania
$7.22M +$769K +15,363 +12%
ZIMP
234
Zimmermann Investment Management & Planning
Pennsylvania
$7.14M +$4.57M +91,141 +178%
CPW
235
Crestmont Private Wealth
Texas
$7.1M -$514K -10,241 -7%
CCG
236
Chatham Capital Group
Georgia
$7.08M -$402K -8,015 -5%
SF
237
Symphony Financial
Texas
$6.99M -$856K -17,066 -11%
ACM
238
Alpha Capital Management
Texas
$6.95M -$502K -10,000 -7%
PSIWM
239
Paradigm Strategies in Wealth Management
Minnesota
$6.91M -$77.1K -1,536 -1%
YIA
240
YHB Investment Advisors
Connecticut
$6.89M -$3.14M -62,596 -31%
SSB
241
Sandy Spring Bank
Maryland
$6.79M -$1.42M -28,225 -17%
SSWM
242
Smith Salley Wealth Management
North Carolina
$6.79M -$3.55M -70,725 -34%
FWM
243
Fortress Wealth Management
California
$6.7M +$48.4K +964 +0.7%
NW
244
Naviter Wealth
Arkansas
$6.66M +$3.7M +73,675 +125%
CA
245
Cetera Advisors
Colorado
$6.65M -$9.28M -185,084 -58%
CSWG
246
Cardinal Strategic Wealth Guidance
Kentucky
$6.56M -$2.44M -48,664 -27%
FAM
247
Formidable Asset Management
Ohio
$6.54M +$32.9K +656 +0.5%
VCM
248
Virtue Capital Management
Tennessee
$6.51M +$2.56M +51,073 +65%
ASN
249
Advisory Services Network
Georgia
$6.47M +$3.3M +65,831 +104%
HPC
250
HM Payson & Co
Maine
$6.46M -$42.6M -850,028 -87%
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