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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 %
CF
301
Concorde Financial
Texas
$5.92M – – –
SB
302
Strategic Blueprint
Georgia
$5.9M +$3.27M +65,213 +124%
SWM
303
Silverlake Wealth Management
Vermont
$5.86M -$347K -6,926 -6%
CWC
304
Carolinas Wealth Consulting
North Carolina
$5.82M +$1.3M +25,881 +29%
WWM
305
WT Wealth Management
Arizona
$5.8M +$470K +9,359 +9%
UB
306
UMB Bank
Missouri
$5.79M -$1.99M -39,645 -26%
VCM
307
Virtue Capital Management
Tennessee
$5.64M -$869K -17,335 -13%
SLWA
308
San Luis Wealth Advisors
California
$5.62M +$4.03M +80,370 +253%
FWA
309
FSM Wealth Advisors
Ohio
$5.61M +$502K +10,011 +10%
TIA
310
Tiemann Investment Advisors
California
$5.61M +$1.49M +29,695 +36%
PI
311
Parkside Investments
Illinois
$5.55M +$842K +16,800 +18%
ACA
312
Aspire Capital Advisors
Washington
$5.55M -$168K -3,354 -3%
JFA
313
JNBA Financial Advisors
Minnesota
$5.54M -$114K -2,275 -2%
IHWM
314
Iron Horse Wealth Management
Iowa
$5.44M +$3.32M +66,196 +157%
CPO
315
Cerity Partners OCIO
New York
$5.42M +$5.42M +108,077 New
EWA
316
EP Wealth Advisors
California
$5.39M -$827K -16,499 -13%
FM
317
Family Management
New York
$5.38M -$151K -3,011 -3%
PPWM
318
Paragon Private Wealth Management
Kentucky
$5.37M +$654K +13,045 +14%
ACS
319
Archford Capital Strategies
Illinois
$5.36M +$4.31M +86,042 +413%
WCM
320
Wunderlich Capital Managemnt
Tennessee
$5.31M +$298K +5,951 +6%
WPA
321
West Paces Advisors
Georgia
$5.3M -$53K -1,058 -1%
BC
322
Bartlett & Co
Ohio
$5.28M -$360K -7,136 -6%
BCWM
323
Bartlett & Co Wealth Management
Ohio
$5.27M -$359K -7,136 -6%
TCM
324
Tradewinds Capital Management
Washington
$5.27M -$227K -4,529 -4%
DWA
325
Delos Wealth Advisors
Texas
$5.26M +$1.09M +21,771 +26%
11 12
13
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