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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 %
EFS
376
Essex Financial Services
Connecticut
$3.28M +$29.5K +589 +0.9%
GL
377
Graypoint LLC
New York
$3.28M -$40.7K -811 -1%
VFPI
378
Vantage Financial Partners (Illinois)
Illinois
$3.27M -$1.14M -22,660 -26%
EFS
379
Econ Financial Services
Pennsylvania
$3.25M +$3.25M +64,870 New
SPIA
380
Steward Partners Investment Advisory
New York
$3.25M +$410K +8,184 +14%
FAG
381
Financial Advisory Group
Texas
$3.18M -$610K -12,157 -16%
NCM
382
Novare Capital Management
North Carolina
$3.07M -$1.08M -21,594 -26%
MTWM
383
Masso Torrence Wealth Management
New Jersey
$3.06M -$202K -4,026 -6%
CW
384
CreativeOne Wealth
Kansas
$3.05M -$142K -2,832 -4%
NFG
385
Nations Financial Group
Iowa
$3.03M +$71.9K +1,434 +2%
AWMS
386
Advocacy Wealth Management Services
Georgia
$3M +$181K +3,622 +6%
FIM
387
Freedom Investment Management
Connecticut
$3M +$2.19M +43,745 +273%
WWM
388
Western Wealth Management
Colorado
$2.98M +$1.33M +26,502 +80%
WMA
389
West Michigan Advisors
Michigan
$2.98M +$1.74M +34,607 +140%
GA
390
GoalVest Advisory
New York
$2.98M -$441K -8,802 -13%
Members Trust
391
Members Trust
Florida
$2.93M -$4.99M -99,502 -63%
SOS
392
Silver Oak Securities
Tennessee
$2.91M +$2.91M +57,968 New
YWS
393
Yarger Wealth Strategies
Ohio
$2.89M -$116K -2,318 -4%
SIC
394
Salem Investment Counselors
North Carolina
$2.86M +$333K +6,635 +13%
FW
395
FirstPurpose Wealth
Utah
$2.84M +$358K +7,142 +14%
ST
396
Sentinel Trust
Texas
$2.81M +$2.81M +56,000 New
IDA
397
Intelligence Driven Advisers
California
$2.8M -$607K -12,119 -18%
JIC
398
Joel Isaacson & Co
New York
$2.78M – – –
GWM
399
Greenwich Wealth Management
Connecticut
$2.75M -$2.82M -56,199 -51%
BFEC
400
Benjamin F. Edwards & Company
Missouri
$2.74M -$3.93M -78,290 -59%
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