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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

811 hedge funds and large institutions have $13.1B invested in JPMorgan Ultra-Short Income ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 297 increasing their positions, 355 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+28
Holders Change %
+3.58%
% of All Funds
12.83%
Holding in Top 10
146
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.1%
% of All Funds
2.31%
New
102
Increased
297
Reduced
355
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$416M
2
SW
2
SVB Wealth
Massachusetts
$397M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.45B
4
AssetMark Inc
4
AssetMark Inc
California
$127M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$101M

Top Sellers

1
CP
1
Castleview Partners
Texas
$4.63M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
Jane Street
3
Jane Street
New York
$0
4
5L
4
55I LLC
Massachusetts
$13.1M
5
MC
5
McMorgan & Co
California
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
351
Auxano Advisors
Washington
$3.19M -$12.3K -245 -0.4%
PCIA
352
Prime Capital Investment Advisors
Kansas
$3.18M -$1.74M -34,425 -35%
DADC
353
D.A. Davidson & Co
Montana
$3.17M -$127K -2,531 -4%
AP
354
Americana Partners
Texas
$3.16M +$87.6K +1,749 +3%
MA
355
MBA Advisors
Pennsylvania
$3.16M +$782K +15,556 +33%
ASN
356
Advisory Services Network
Georgia
$3.11M -$369K -7,342 -11%
LWP
357
Laurel Wealth Planning
Minnesota
$3.1M -$1.6M -31,755 -34%
GA
358
GoalVest Advisory
New York
$3.1M +$3.1M +61,582 New
EFS
359
Essex Financial Services
Connecticut
$3.06M -$91.8K -1,826 -3%
AWA
360
Acorn Wealth Advisors
Michigan
$3.06M -$561K -11,165 -16%
NW
361
Naviter Wealth
Arkansas
$3.02M -$2.05M -40,867 -40%
BCP
362
Blue Chip Partners
Michigan
$3.01M -$46.8K -931 -2%
AA
363
Advisory Alpha
Michigan
$2.95M +$355K +7,057 +14%
YWS
364
Yarger Wealth Strategies
Ohio
$2.94M -$538K -10,705 -15%
SC
365
Slow Capital
California
$2.93M -$36.2K -720 -1%
Creative Planning
366
Creative Planning
Kansas
$2.91M +$2.46M +48,851 +541%
AWMS
367
Advocacy Wealth Management Services
Georgia
$2.88M -$864K -17,204 -23%
APA
368
Astoria Portfolio Advisors
New York
$2.87M +$1.24M +24,758 +77%
KF
369
Krilogy Financial
Missouri
$2.86M -$1.6M -31,897 -36%
GRP
370
Global Retirement Partners
California
$2.82M +$2.82M +56,234 New
SPIA
371
Steward Partners Investment Advisory
New York
$2.82M -$193K -3,836 -6%
JIC
372
Joel Isaacson & Co
New York
$2.82M -$670K -13,346 -19%
VCM
373
Virtue Capital Management
Tennessee
$2.81M +$840K +16,707 +43%
SFG
374
Sage Financial Group
Pennsylvania
$2.69M +$52.2K +1,038 +2%
FW
375
FirstPurpose Wealth
Utah
$2.67M +$36.6K +728 +1%
13 14
15
16 17