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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
+$536M
2
Charles Schwab
Charles Schwab
California
+$149M
3
Bank of America
Bank of America
North Carolina
+$131M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$114M
5
TW
Transform Wealth
Colorado
+$111M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$82.6M
2
SRC
Shufro Rose & Co
New York
-$58.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$47.3M
4
CIAS
Capital Investment Advisory Services
North Carolina
-$45.2M
5
HPC
HM Payson & Co
Maine
-$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
276
Bartlett & Co
Ohio
$5.61M +$13K +259 +0.2%
BL
277
BFSG LLC
California
$5.61M -$357K -7,120 -6%
WIP
278
WealthCare Investment Partners
Rhode Island
$5.6M +$2.79M +55,674 +99%
WOSD
279
WFA of San Diego
California
$5.57M -$537K -10,713 -9%
FM
280
Family Management
New York
$5.53M -$3.24M -64,669 -37%
TCM
281
Tradewinds Capital Management
Washington
$5.5M -$1.66M -33,066 -23%
SPC
282
Sigma Planning Corp
Michigan
$5.47M -$526K -10,490 -9%
HFS
283
Heritage Financial Services
Massachusetts
$5.47M +$232K +4,619 +4%
FP
284
Financial Perspectives
Minnesota
$5.46M +$421K +8,387 +8%
WPA
285
West Paces Advisors
Georgia
$5.36M +$353K +7,037 +7%
WWM
286
WT Wealth Management
Arizona
$5.33M -$44.8K -893 -0.8%
SAS
287
Sanford Advisory Services
Michigan
$5.3M +$4.1M +81,769 +343%
WCFA
288
Walkner Condon Financial Advisors
Wisconsin
$5.22M +$1.48M +29,454 +40%
ME
289
McIlrath & Eck
Washington
$5.18M +$5.14M +102,416 +13,370%
SIG
290
Sargent Investment Group
Maryland
$5.15M +$268K +5,345 +5%
FF
291
Friedenthal Financial
New Jersey
$5.13M +$5.13M +102,221 New
CT
292
Colonial Trust
South Carolina
$5.12M +$5.12M +101,964 New
FWA
293
FSM Wealth Advisors
Ohio
$5.11M +$3.09M +61,576 +153%
Citigroup
294
Citigroup
New York
$5.1M +$971K +19,359 +23%
MW
295
Marks Wealth
Maryland
$5.08M -$55.7K -1,110 -1%
AWM
296
Avior Wealth Management
Nebraska
$5.07M +$4.96M +98,936 +4,713%
CAC
297
Certified Advisory Corp
Florida
$5.05M -$1.04M -20,751 -17%
WCM
298
Wunderlich Capital Managemnt
Tennessee
$5.01M -$4.08M -81,429 -45%
BRWA
299
B. Riley Wealth Advisors
Florida
$5.01M +$4.75M +94,661 +1,814%
APA
300
American Portfolios Advisors
New York
$4.98M +$2.54M +50,642 +104%
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