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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

783 hedge funds and large institutions have $11.8B invested in JPMorgan Ultra-Short Income ETF in 2021 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 284 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+85
Holders Change %
+12.18%
% of All Funds
12.09%
Holding in Top 10
143
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.33%
% of All Funds
2.21%
New
147
Increased
284
Reduced
311
Closed
50
Calls
$3.38M
Puts
–
Net Calls
+$3.38M
Net Calls Change
+$3.38M

Top Buyers

1
SLF
Sun Life Financial
Ontario, Canada
$480M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$109M
3
AWS
AJ Wealth Strategies
New York
$93.2M
4
Morgan Stanley
Morgan Stanley
New York
$1.27B
5
TC
TownSquare Capital
Utah
$78.7M

Top Sellers

1
SW
SVB Wealth
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$758M
3
AI
AXS Investments
New York
$0
4
CM
Cornerstone Management
Georgia
$56.4M
5
UBS Group
UBS Group
Switzerland
$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
276
First National Trust
Pennsylvania
$5.28M -$585K -11,591 -10%
IHWM
277
Iron Horse Wealth Management
Iowa
$5.24M +$409K +8,101 +8%
GL
278
Graypoint LLC
New York
$5.18M -$1.25M -24,718 -19%
MSFS
279
Main Street Financial Solutions
Pennsylvania
$5.15M +$15.9K +315 +0.3%
OPS
280
Orion Portfolio Solutions
Nebraska
$5.14M -$499K -9,888 -9%
NW
281
Naviter Wealth
Arkansas
$5.1M +$5.1M +100,910 New
WCM
282
Wunderlich Capital Managemnt
Tennessee
$5.09M -$137K -2,708 -3%
FP
283
Financial Perspectives
Minnesota
$5.06M -$97K -1,921 -2%
BMA
284
Brooks Moore & Associates
Tennessee
$5.03M +$1.18M +23,300 +30%
SFWC
285
Strategic Family Wealth Counselors
New Jersey
$5.01M +$2.14M +42,405 +75%
FAG
286
Financial Advisory Group
Texas
$4.99M -$3.84M -76,094 -43%
PCIA
287
Prime Capital Investment Advisors
Kansas
$4.92M +$1.39M +27,484 +39%
FCAG
288
First Capital Advisors Group
New Jersey
$4.9M +$4.9M +97,090 New
JFA
289
JNBA Financial Advisors
Minnesota
$4.9M -$1.49M -29,531 -23%
IIA
290
Integral Investment Advisors
California
$4.88M +$4.88M +96,571 New
Bank of Nova Scotia
291
Bank of Nova Scotia
Ontario, Canada
$4.86M +$4.86M +96,300 New
YIA
292
YHB Investment Advisors
Connecticut
$4.8M +$728K +14,428 +18%
LWAC
293
Laurel Wealth Advisors (California)
California
$4.77M +$4.77M +94,402 New
LWP
294
Laurel Wealth Planning
Minnesota
$4.72M +$138K +2,740 +3%
DWA
295
Divergent Wealth Advisors
Utah
$4.61M +$4.61M +91,221 New
MA
296
Modus Advisors
Minnesota
$4.58M -$151K -2,987 -3%
PPWM
297
Paragon Private Wealth Management
Kentucky
$4.58M +$4.58M +90,779 New
SIA
298
SkyView Investment Advisors
New Jersey
$4.54M -$174K -3,439 -4%
NA
299
NewEdge Advisors
Louisiana
$4.51M +$1.01M +19,915 +29%
KF
300
Krilogy Financial
Missouri
$4.48M +$867K +17,181 +24%
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