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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 %
CA
326
Continuum Advisory
Idaho
$4.31M +$998K +19,904 +30%
WAM
327
WealthTrust Asset Management
Florida
$4.3M +$4.3M +85,681 New
CCM
328
Covington Capital Management
California
$4.28M -$2.92M -58,200 -41%
DI
329
DFPG Investments
Utah
$4.22M -$5.86K -117 -0.1%
GRP
330
Global Retirement Partners
California
$4.22M +$1.42M +28,424 +51%
MA
331
Modus Advisors
Minnesota
$4.2M -$123K -2,450 -3%
NL
332
NVWM LLC
Pennsylvania
$4.2M -$14.1K -282 -0.3%
HCM
333
Hollencrest Capital Management
California
$4.19M – – –
DWA
334
Delos Wealth Advisors
Texas
$4.17M +$4.17M +83,093 New
ICM
335
IMS Capital Management
Oregon
$4.16M -$131K -2,619 -3%
SDWIA
336
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.12M -$1.36M -27,192 -25%
TIA
337
Tiemann Investment Advisors
California
$4.12M +$139K +2,773 +3%
CAG
338
Csenge Advisory Group
Florida
$4.08M -$134K -2,677 -3%
WPW
339
Waldron Private Wealth
Pennsylvania
$4.04M -$11.1M -222,113 -73%
BBA
340
BLB&B Advisors
Pennsylvania
$3.99M -$803K -16,020 -17%
CG
341
CFO4Life Group
Texas
$3.97M +$8.43K +168 +0.2%
AIM
342
Anchor Investment Management
South Carolina
$3.95M +$328K +6,532 +9%
DC
343
Darrow Company
Massachusetts
$3.83M +$3.83M +76,424 New
MSFS
344
Main Street Financial Solutions
Pennsylvania
$3.79M -$545K -10,870 -13%
SFWC
345
Strategic Family Wealth Counselors
New Jersey
$3.78M -$167K -3,328 -4%
APA
346
Astoria Portfolio Advisors
New York
$3.77M +$935K +18,646 +33%
NL
347
NWAM LLC
Washington
$3.75M +$1.95M +38,826 +108%
LA
348
Latitude Advisors
Florida
$3.69M +$1.14M +22,760 +45%
HIC
349
Hartline Investment Corp
Illinois
$3.69M +$3.69M +73,469 New
BPA
350
Beacon Pointe Advisors
California
$3.68M +$206K +4,097 +6%
12 13
14
15 16