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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 %
FEM
301
Fulcrum Equity Management
Texas
$4.98M -$2.43M -48,519 -33%
GC
302
Gratus Capital
Georgia
$4.96M +$1.52M +30,277 +44%
Lido Advisors
303
Lido Advisors
California
$4.95M +$716K +14,272 +17%
TLFA
304
True Link Financial Advisors
California
$4.91M – – –
NCM
305
Noesis Capital Mangement
Florida
$4.86M -$464K -9,245 -9%
HFM
306
Hartford Financial Management
Connecticut
$4.86M -$1.6M -31,812 -25%
AHC
307
Anderson Hoagland & Co
Missouri
$4.8M +$8.83K +176 +0.2%
IA
308
IFG Advisory
Georgia
$4.78M +$13.7K +273 +0.3%
FT
309
Fiduciary Trust
Massachusetts
$4.76M +$4.76M +94,862 New
HWM
310
Howard Wealth Management
Connecticut
$4.75M -$196K -3,898 -4%
PI
311
Parkside Investments
Illinois
$4.72M -$301K -6,000 -6%
PPWM
312
Paragon Private Wealth Management
Kentucky
$4.71M +$62.4K +1,244 +1%
SRC
313
Shufro Rose & Co
New York
$4.71M -$58.9M -1,173,592 -93%
PWM
314
Pinnacle Wealth Management
California
$4.63M +$245K +4,887 +6%
KF
315
Krilogy Financial
Missouri
$4.62M +$2.52M +50,149 +120%
GVAG
316
Great Valley Advisor Group
Delaware
$4.61M -$698K -13,914 -13%
RHP
317
Royal Harbor Partners
Texas
$4.57M -$1.11M -22,125 -20%
TCM
318
Triumph Capital Management
Colorado
$4.54M +$1.04M +20,664 +30%
FHA
319
Flagship Harbor Advisors
Massachusetts
$4.53M +$2.83M +56,455 +167%
CWC
320
Carolinas Wealth Consulting
North Carolina
$4.51M -$820K -16,350 -15%
NFP
321
Narus Financial Partners
Utah
$4.49M +$447K +8,903 +11%
AWA
322
Acorn Wealth Advisors
Michigan
$4.44M +$1.45M +28,998 +49%
OPS
323
Orion Portfolio Solutions
Nebraska
$4.43M +$1.69M +33,640 +62%
MA
324
MBA Advisors
Pennsylvania
$4.41M +$163K +3,255 +4%
CPIG
325
Chicago Partners Investment Group
Illinois
$4.31M +$190K +3,808 +5%
11 12
13
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