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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 %
PA
376
Paragon Advisors
Texas
$3.95M +$424K +8,452 +12%
GRP
377
Global Retirement Partners
California
$3.94M -$275K -5,484 -7%
CCA
378
Childress Capital Advisors
Texas
$3.89M +$2.25M +44,821 +136%
CAC
379
Certified Advisory Corp
Florida
$3.89M -$1.15M -22,973 -23%
JWM
380
JGP Wealth Management
Oregon
$3.87M +$2.68M +53,542 +226%
EFS
381
Essex Financial Services
Connecticut
$3.83M +$555K +11,070 +17%
AWA
382
Acorn Wealth Advisors
Michigan
$3.82M -$621K -12,396 -14%
KWM
383
Kingsview Wealth Management
Oregon
$3.8M +$1.13M +22,485 +42%
AFA
384
American Financial Advisors
Georgia
$3.77M +$3.21M +64,038 +572%
CWM
385
Centurion Wealth Management
Virginia
$3.76M +$3.76M +75,103 New
WMA
386
West Michigan Advisors
Michigan
$3.74M +$764K +15,242 +26%
GM
387
GeoWealth Management
Illinois
$3.74M +$409K +8,157 +12%
JWA
388
JFS Wealth Advisors
Pennsylvania
$3.73M +$215K +4,283 +6%
SSWM
389
Smith Salley Wealth Management
North Carolina
$3.68M -$3.1M -61,829 -46%
FHB
390
First Hawaiian Bank
Hawaii
$3.64M +$3.31M +66,084 +1,011%
TC
391
TAP Consulting
Missouri
$3.63M +$51.4K +1,025 +1%
CP
392
Castleview Partners
Texas
$3.58M +$227K +4,537 +7%
VP
393
Verum Partners
North Carolina
$3.55M +$3.55M +70,733 New
TCWM
394
Total Clarity Wealth Management
Illinois
$3.54M +$1.16M +23,195 +49%
BFEC
395
Benjamin F. Edwards & Company
Missouri
$3.47M +$733K +14,613 +27%
AWMS
396
Advocacy Wealth Management Services
Georgia
$3.45M +$450K +8,968 +15%
SPIA
397
Steward Partners Investment Advisory
New York
$3.44M +$198K +3,958 +6%
JFG
398
Jefferies Financial Group
New York
$3.41M +$3.41M +67,925 New
FCA
399
Fortis Capital Advisors
Kansas
$3.4M +$3.4M +67,913 New
SFWC
400
Strategic Family Wealth Counselors
New Jersey
$3.38M -$394K -7,852 -10%
14 15
16
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