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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 %
HFM
251
Hartford Financial Management
Connecticut
$6.44M +$2.04M +40,703 +46%
CI
252
CX Institutional
Indiana
$6.34M +$2.17M +43,380 +52%
CPO
253
Cerity Partners OCIO
New York
$6.32M +$6.32M +126,171 New
JWCA
254
J.W. Cole Advisors
Florida
$6.17M +$258K +5,146 +4%
ACA
255
Aspire Capital Advisors
Washington
$6.17M -$378K -7,547 -6%
RFWA
256
RPg Family Wealth Advisory
Massachusetts
$6.16M +$59.3K +1,184 +1%
LWM
257
Lionsbridge Wealth Management
Florida
$6.13M +$6.13M +122,426 New
JFA
258
JNBA Financial Advisors
Minnesota
$6.12M +$69.4K +1,385 +1%
WOSD
259
WFA of San Diego
California
$6.1M -$636K -12,700 -9%
CAC
260
Certified Advisory Corp
Florida
$6.08M +$355K +7,092 +6%
SPC
261
Sigma Planning Corp
Michigan
$5.99M -$353K -7,057 -6%
VIA
262
Vident Investment Advisory
Georgia
$5.98M +$5.98M +119,462 New
LWMG
263
Levy Wealth Management Group
Pennsylvania
$5.98M +$3.11K +62 +0.1%
BL
264
BFSG LLC
California
$5.96M +$164K +3,274 +3%
BAAM
265
Baker Avenue Asset Management
California
$5.93M +$2.56M +51,068 +76%
CF
266
Concorde Financial
Texas
$5.9M -$1.05M -20,895 -15%
WCM
267
Windsor Capital Management
Arizona
$5.82M +$425K +8,483 +8%
AMM
268
American Money Management
California
$5.81M +$589K +11,764 +11%
IHWM
269
Iron Horse Wealth Management
Iowa
$5.78M +$238K +4,755 +4%
AC
270
Avestar Capital
New York
$5.77M -$651K -12,996 -10%
JWCA
271
J.W. Coons Advisors
Ohio
$5.68M +$1.42M +28,320 +33%
RHP
272
Royal Harbor Partners
Texas
$5.67M -$2.01M -40,103 -26%
RWA
273
Rainsberger Wealth Advisors
Colorado
$5.64M +$24.3K +486 +0.4%
BC
274
Bartlett & Co
Ohio
$5.59M -$448K -8,944 -7%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$5.59M -$448K -8,944 -7%
9 10
11
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