JPST icon

JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

928 hedge funds and large institutions have $17.4B invested in JPMorgan Ultra-Short Income ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 354 increasing their positions, 365 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+71
Holders Change %
+8.28%
% of All Funds
14.97%
Holding in Top 10
190
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.53%
% of All Funds
3.07%
New
162
Increased
354
Reduced
365
Closed
73
Calls
$4.55M
Puts
–
Net Calls
+$4.55M
Net Calls Change
-$8.22M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$428M
2
Bank of America
Bank of America
North Carolina
+$181M
3
Charles Schwab
Charles Schwab
California
+$149M
4
LPL Financial
LPL Financial
California
+$147M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$104M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$204M
2
FDCC
Foster Dykema Cabot & Co
Massachusetts
-$118M
3
AWS
AJ Wealth Strategies
New York
-$104M
4
AssetMark Inc
AssetMark Inc
California
-$101M
5
TW
Transform Wealth
Colorado
-$98.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
226
J.W. Cole Advisors
Florida
$8.45M +$647K +12,902 +8%
CWA
227
Choice Wealth Advisors
Maine
$8.42M +$677K +13,506 +9%
5SA
228
5th Street Advisors
Connecticut
$8.38M -$69K -1,376 -0.8%
SC
229
Saiph Capital
New Jersey
$8.38M +$4.96M +98,953 +145%
LWAC
230
Laurel Wealth Advisors (California)
California
$8.37M +$4.88M +97,422 +140%
LWM
231
Lionsbridge Wealth Management
Florida
$8.18M +$1.85M +36,979 +29%
IAIM
232
International Assets Investment Management
Florida
$8.17M +$8.17M +152,888 New
CI
233
CX Institutional
Indiana
$8.14M +$7.89M +157,398 +3,188%
CTA
234
Colonial Trust Advisors
South Carolina
$8.12M -$326K -6,508 -4%
WIP
235
WealthCare Investment Partners
Rhode Island
$8.09M +$2.49M +49,612 +44%
KCM
236
Kendall Capital Management
Maryland
$8.06M -$212K -4,228 -3%
CWM
237
Cahaba Wealth Management
Georgia
$8.04M +$1.61M +32,101 +25%
MF
238
Meridian Financial
Massachusetts
$7.93M +$493K +9,828 +7%
TFO
239
Tarbox Family Office
California
$7.92M +$7.68M +153,213 +3,230%
ZIMP
240
Zimmermann Investment Management & Planning
Pennsylvania
$7.89M +$759K +15,134 +11%
HWM
241
Hohimer Wealth Management
Washington
$7.85M +$5.62M +112,158 +252%
ST
242
Sentinel Trust
Texas
$7.81M +$5M +99,800 +178%
HKIMG
243
Hutchens & Kramer Investment Management Group
Indiana
$7.66M +$7.31M +145,880 +2,097%
Citigroup
244
Citigroup
New York
$7.64M +$2.53M +50,558 +50%
HKIM
245
Hayek Kallen Investment Management
Alabama
$7.62M -$841K -16,779 -10%
GCA
246
Gradient Capital Advisors
California
$7.52M -$232K -4,631 -3%
PA
247
Perennial Advisors
New York
$7.51M -$204K -4,063 -3%
AWAU
248
Alliance Wealth Advisors (Utah)
Utah
$7.46M +$7.46M +148,720 New
CSWG
249
Cardinal Strategic Wealth Guidance
Kentucky
$7.42M +$862K +17,186 +13%
SPL
250
Smart Portfolios LLC
Washington
$7.41M +$7.41M +147,901 New
8 9
10
11 12