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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 %
ME
276
McIlrath & Eck
Washington
$6.69M +$1.52M +30,236 +29%
WCFA
277
Walkner Condon Financial Advisors
Wisconsin
$6.6M +$1.38M +27,616 +27%
IWC
278
Integrated Wealth Concepts
Massachusetts
$6.58M -$19.2M -382,352 -74%
FAM
279
Formidable Asset Management
Ohio
$6.55M +$9.33K +186 +0.1%
BIP
280
Blueprint Investment Partners
North Carolina
$6.55M +$252K +5,020 +4%
KPWS
281
Kestra Private Wealth Services
Texas
$6.49M -$970K -19,355 -13%
PSIWM
282
Paradigm Strategies in Wealth Management
Minnesota
$6.44M -$462K -9,215 -7%
PWM
283
Pinnacle Wealth Management
California
$6.41M +$1.78M +35,604 +39%
TCM
284
Triumph Capital Management
Colorado
$6.4M +$1.85M +36,776 +41%
HFS
285
Howard Financial Services
Texas
$6.37M +$415K +8,270 +7%
AMM
286
American Money Management
California
$6.33M +$80.3K +1,602 +1%
FFP
287
FourThought Financial Partners
Florida
$6.32M +$6.32M +126,159 New
JWCA
288
J.W. Coons Advisors
Ohio
$6.29M -$1.05M -20,884 -14%
WAM
289
WealthTrust Asset Management
Florida
$6.22M +$1.92M +38,369 +45%
PCIA
290
Prime Capital Investment Advisors
Kansas
$6.2M +$4.61M +91,924 +289%
RFWA
291
RPg Family Wealth Advisory
Massachusetts
$6.2M -$9.4K -187 -0.2%
FP
292
Financial Perspectives
Minnesota
$6.1M +$647K +12,897 +12%
RRA
293
Round Rock Advisors
Connecticut
$6.09M +$2.6M +51,788 +74%
SCA
294
Scott Capital Advisors
Oregon
$6.07M +$2.51M +50,022 +70%
RWA
295
Rainsberger Wealth Advisors
Colorado
$6.06M -$8.87K -177 -0.1%
YWS
296
Yarger Wealth Strategies
Ohio
$6M +$3.11M +62,024 +108%
OPS
297
Orion Portfolio Solutions
Nebraska
$5.98M +$1.56M +31,100 +35%
WCM
298
Windsor Capital Management
Arizona
$5.95M -$22.9K -456 -0.4%
KP
299
Keel Point
Alabama
$5.95M -$5.14M -102,542 -46%
SF
300
Symphony Financial
Texas
$5.93M -$1.05M -21,009 -15%
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