JPST icon

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 %
CWM
251
Cahaba Wealth Management
Georgia
$6.44M +$6.44M +128,315 New
BAM
252
Belpointe Asset Management
Nevada
$6.43M -$683K -13,624 -10%
EH
253
Equitable Holdings
New York
$6.4M +$4.94M +98,434 +338%
LWM
254
Lionsbridge Wealth Management
Florida
$6.33M +$193K +3,848 +3%
BIP
255
Blueprint Investment Partners
North Carolina
$6.3M -$5.65M -112,728 -47%
AMM
256
American Money Management
California
$6.25M +$438K +8,741 +8%
EWA
257
EP Wealth Advisors
California
$6.22M -$1.94M -38,735 -24%
SWM
258
Silverlake Wealth Management
Vermont
$6.21M +$2.56M +51,006 +70%
RFWA
259
RPg Family Wealth Advisory
Massachusetts
$6.2M +$29.1K +579 +0.5%
NP
260
NorthRock Partners
Minnesota
$6.15M -$1.43M -28,566 -19%
LWMG
261
Levy Wealth Management Group
Pennsylvania
$6.11M +$121K +2,408 +2%
RWA
262
Rainsberger Wealth Advisors
Colorado
$6.07M +$423K +8,440 +7%
TWM
263
TriaGen Wealth Management
California
$6.02M +$2.51M +50,088 +72%
WCM
264
Windsor Capital Management
Arizona
$5.98M +$149K +2,963 +3%
HFS
265
Howard Financial Services
Texas
$5.96M +$3.27M +65,191 +122%
CF
266
Concorde Financial
Texas
$5.92M +$9.68K +193 +0.2%
GWM
267
Geneos Wealth Management
Colorado
$5.9M -$3.89M -77,655 -40%
BAAM
268
Baker Avenue Asset Management
California
$5.86M -$70.6K -1,408 -1%
OC
269
Oppenheimer & Co
New York
$5.78M +$1.32M +26,220 +29%
ACA
270
Aspire Capital Advisors
Washington
$5.72M -$451K -8,986 -7%
UWM
271
USAdvisors Wealth Management
Minnesota
$5.72M +$426K +8,486 +8%
JFA
272
JNBA Financial Advisors
Minnesota
$5.66M -$470K -9,370 -8%
AC
273
Avestar Capital
New York
$5.66M -$124K -2,465 -2%
AIP
274
Almanack Investment Partners
Pennsylvania
$5.64M -$7.05M -140,678 -56%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$5.61M +$13K +259 +0.2%
9 10
11
12 13