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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 %
CA
251
Crewe Advisors
Utah
$7.38M +$6M +119,679 +433%
ASN
252
Advisory Services Network
Georgia
$7.33M +$863K +17,208 +13%
CAWM
253
Capital Advisors Wealth Management
Washington
$7.28M -$5.6M -111,686 -43%
DI
254
DFPG Investments
Utah
$7.26M +$3.03M +60,335 +72%
FWP
255
FAS Wealth Partners
Kansas
$7.24M -$3.92M -78,120 -35%
FWM
256
Forza Wealth Management
Florida
$7.21M +$7.21M +143,880 New
GWM
257
Geneos Wealth Management
Colorado
$7.2M +$1.31M +26,092 +22%
LHWM
258
Lake Hills Wealth Management
Texas
$7.18M +$7.18M +143,225 New
PCG
259
Prosperity Consulting Group
Maryland
$7.17M -$60.5K -1,206 -0.8%
EL
260
Essex LLC
Illinois
$7.14M -$3.7M -73,863 -34%
HFS
261
Heritage Financial Services
Massachusetts
$7.13M +$1.67M +33,344 +31%
CPWA
262
Cerro Pacific Wealth Advisors
California
$7.13M -$768K -15,329 -10%
AR
263
Apeiron RIA
Texas
$7.09M -$444K -8,850 -6%
TSS
264
Two Sigma Securities
New York
$7.08M +$3.68M +73,314 +108%
SSB
265
Sandy Spring Bank
Maryland
$7.06M +$276K +5,509 +4%
FA
266
FDx Advisors
Illinois
$7.03M -$2.21M -44,127 -24%
CPW
267
Crestmont Private Wealth
Texas
$7M -$96K -1,915 -1%
FWM
268
Fortress Wealth Management
California
$6.99M +$295K +5,879 +4%
AWS
269
AJ Wealth Strategies
New York
$6.99M -$104M -2,071,603 -94%
PPW
270
Pasadena Private Wealth
California
$6.99M -$842K -16,792 -11%
CCG
271
Chatham Capital Group
Georgia
$6.95M -$130K -2,593 -2%
ACM
272
Alpha Capital Management
Texas
$6.94M – – –
VNA
273
Valley National Advisers
Pennsylvania
$6.89M -$352K -7,005 -5%
OA
274
Oxbow Advisors
Texas
$6.86M -$1.17M -23,320 -15%
GVAG
275
Great Valley Advisor Group
Delaware
$6.85M +$2.24M +44,692 +49%
9 10
11
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