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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 %
BL
326
BFSG LLC
California
$5.21M -$400K -7,974 -7%
LWM
327
Lodestone Wealth Management
Washington
$5.18M +$5.18M +103,304 New
CT
328
Colonial Trust
South Carolina
$5.18M +$64.9K +1,294 +1%
NFP
329
Narus Financial Partners
Utah
$5.17M +$677K +13,511 +15%
NA
330
Nottingham Advisors
New York
$5.16M -$9.73M -194,017 -65%
WOSD
331
WFA of San Diego
California
$5.15M -$416K -8,302 -7%
Lido Advisors
332
Lido Advisors
California
$5.11M +$167K +3,333 +3%
BAAM
333
Baker Avenue Asset Management
California
$5.1M -$758K -15,112 -13%
SIG
334
Sargent Investment Group
Maryland
$5.08M -$73.4K -1,465 -1%
NCM
335
Noesis Capital Mangement
Florida
$5.08M +$222K +4,420 +5%
MW
336
Marks Wealth
Maryland
$5.04M -$28.6K -570 -0.6%
PCM
337
Pennsylvania Capital Management
Pennsylvania
$5.04M +$2.38M +47,364 +89%
SC
338
Solstein Capital
California
$4.93M +$4.27M +85,093 +639%
SAS
339
Sanford Advisory Services
Michigan
$4.84M -$457K -9,122 -9%
YIA
340
YHB Investment Advisors
Connecticut
$4.81M -$2.08M -41,413 -30%
RHP
341
Royal Harbor Partners
Texas
$4.81M +$246K +4,900 +5%
IA
342
IFG Advisory
Georgia
$4.73M -$51.1K -1,019 -1%
BRWA
343
B. Riley Wealth Advisors
Florida
$4.7M -$322K -6,414 -6%
UWM
344
USAdvisors Wealth Management
Minnesota
$4.69M -$1.03M -20,516 -18%
FHA
345
First Horizon Advisors
Tennessee
$4.68M +$1.28M +25,484 +38%
RA
346
Rockingstone Advisors
Massachusetts
$4.68M +$4.68M +93,330 New
TWM
347
Tradition Wealth Management
Minnesota
$4.63M +$3.53M +70,458 +323%
EFG
348
Ethos Financial Group
Pennsylvania
$4.6M +$4.6M +91,240 New
HFM
349
Hartford Financial Management
Connecticut
$4.54M -$308K -6,140 -6%
NL
350
NVWM LLC
Pennsylvania
$4.52M +$309K +6,150 +7%
12 13
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