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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 %
RPSA
351
Richard P. Slaughter Associates
Texas
$3.65M -$106K -2,110 -3%
MAM
352
MMA Asset Management
Pennsylvania
$3.65M +$3.65M +72,817 New
CWA
353
Centennial Wealth Advisory
Michigan
$3.65M -$107K -2,140 -3%
FM
354
Foster & Motley
Ohio
$3.6M -$27.1M -540,192 -88%
TC
355
TAP Consulting
Missouri
$3.59M -$3.65M -72,743 -50%
BFO
356
Boston Family Office
Massachusetts
$3.58M +$2.45M +48,801 +216%
SCA
357
Scott Capital Advisors
Oregon
$3.56M +$3.56M +70,985 New
IIC
358
Ironwood Investment Counsel
Arizona
$3.55M +$464K +9,258 +15%
PA
359
Paragon Advisors
Texas
$3.53M +$2.79M +55,571 +378%
JWA
360
JFS Wealth Advisors
Pennsylvania
$3.52M +$1.51K +30 +0%
RRA
361
Round Rock Advisors
Connecticut
$3.5M +$157K +3,137 +5%
AWM
362
Aries Wealth Management
Maine
$3.49M -$154K -3,070 -4%
LWAC
363
Laurel Wealth Advisors (California)
California
$3.48M +$1.73M +34,591 +99%
OPWM
364
Oxinas Partners Wealth Management
Indiana
$3.48M -$192K -3,828 -5%
OPA
365
Old Port Advisors
Maine
$3.47M -$119K -2,383 -3%
SC
366
Saiph Capital
New Jersey
$3.42M +$112K +2,233 +3%
FHA
367
First Horizon Advisors
Tennessee
$3.41M +$619K +12,346 +22%
TSS
368
Two Sigma Securities
New York
$3.41M +$1.67M +33,301 +96%
FAIM
369
Financial Advocates Investment Management
Washington
$3.4M -$57.4K -1,021 -2%
IIA
370
Integral Investment Advisors
California
$3.39M +$999K +19,921 +42%
CP
371
Castleview Partners
Texas
$3.35M +$2.92M +58,117 +671%
GM
372
GeoWealth Management
Illinois
$3.33M +$2.4M +47,810 +258%
DCM
373
Donaldson Capital Management
Indiana
$3.31M -$695K -13,858 -17%
BMWM
374
Brown Miller Wealth Management
Virginia
$3.31M -$1.78M -35,442 -35%
CFG
375
Cooper Financial Group
California
$3.28M +$866K +17,268 +36%
13 14
15
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