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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 %
MAM
351
MMA Asset Management
Pennsylvania
$4.46M +$808K +16,123 +22%
CPIG
352
Chicago Partners Investment Group
Illinois
$4.43M +$107K +2,131 +2%
IAN
353
Integrated Advisors Network
Texas
$4.43M +$3.77M +75,208 +574%
AWM
354
Avior Wealth Management
Nebraska
$4.43M -$640K -12,759 -13%
CW
355
CreativeOne Wealth
Kansas
$4.42M +$1.37M +27,340 +45%
TWM
356
TriaGen Wealth Management
California
$4.28M -$1.74M -34,714 -29%
SCM
357
SOL Capital Management
Maryland
$4.28M +$2.3M +45,893 +116%
FPIS
358
Financial Planning & Information Services
Wisconsin
$4.27M +$4.27M +85,273 New
BB
359
Bell Bank
North Dakota
$4.26M +$4.26M +85,039 New
HPC
360
HM Payson & Co
Maine
$4.25M -$2.2M -43,903 -34%
WEG
361
World Equity Group
Illinois
$4.25M +$3.78M +75,499 +810%
NCG
362
Newport Capital Group
New Jersey
$4.23M +$1.78M +35,587 +73%
JAG
363
Journey Advisory Group
Kentucky
$4.19M -$11.2M -223,801 -73%
IIC
364
Ironwood Investment Counsel
Arizona
$4.16M +$616K +12,293 +17%
AIM
365
Anchor Investment Management
South Carolina
$4.04M +$99.4K +1,983 +3%
WPW
366
Waldron Private Wealth
Pennsylvania
$4.04M – – –
MA
367
MBA Advisors
Pennsylvania
$4.04M -$369K -7,365 -8%
CG
368
CFO4Life Group
Texas
$4.02M +$55.2K +1,101 +1%
C
369
CFO4Life
Texas
$4.02M +$4.02M +80,288 New
DC
370
Darrow Company
Massachusetts
$4.02M +$184K +3,667 +5%
OC
371
Oppenheimer & Co
New York
$4.01M -$1.77M -35,236 -31%
BAM
372
Belpointe Asset Management
Nevada
$4M -$2.43M -48,382 -38%
BPA
373
Beacon Pointe Advisors
California
$3.98M +$311K +6,196 +8%
HIP
374
HUB Investment Partners
Texas
$3.98M +$1.75M +34,893 +78%
PP
375
PDS Planning
Ohio
$3.96M +$1.46M +29,218 +59%
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