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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 %
MBT
401
Montecito Bank & Trust
California
$2.72M +$1.94M +38,612 +247%
FCFC
402
First Citizens Financial Corp
Iowa
$2.71M -$39.3K -783 -1%
Millennium Management
403
Millennium Management
New York
$2.7M +$2.7M +53,853 New
AA
404
Advisory Alpha
Michigan
$2.68M -$369K -7,353 -12%
KWM
405
Kingsview Wealth Management
Oregon
$2.67M +$1.79M +35,708 +203%
PCM
406
Pennsylvania Capital Management
Pennsylvania
$2.66M -$341K -6,799 -11%
GIA
407
Gladstone Institutional Advisory
Florida
$2.65M +$2.39M +47,728 +942%
AA
408
Auxano Advisors
Washington
$2.65M -$2.36K -47 -0.1%
CTA
409
Chesley Taft & Associates
Illinois
$2.64M +$23.8K +475 +0.9%
SB
410
Strategic Blueprint
Georgia
$2.63M -$104K -2,075 -4%
APW
411
Acima Private Wealth
Virginia
$2.62M – – –
BWS
412
Buck Wealth Strategies
Colorado
$2.58M +$2.58M +51,363 New
CA
413
Cambridge Advisors
Nebraska
$2.57M +$356K +7,093 +16%
LSPW
414
Lake Street Private Wealth
Illinois
$2.56M -$250K -4,984 -9%
FCAG
415
First Capital Advisors Group
New Jersey
$2.54M +$2.33M +46,408 +1,116%
SIA
416
SkyView Investment Advisors
New Jersey
$2.54M +$2.33M +46,408 +1,116%
BOH
417
Bank of Hawaii
Hawaii
$2.5M -$756K -15,073 -23%
PP
418
PDS Planning
Ohio
$2.49M -$74.5K -1,486 -3%
WWP
419
WR Wealth Planners
Missouri
$2.47M -$72.7K -1,450 -3%
NCG
420
Newport Capital Group
New Jersey
$2.45M +$2.45M +48,886 New
AF
421
Advisornet Financial
Minnesota
$2.44M -$1.06M -21,120 -30%
CAG
422
Curtis Advisory Group
California
$2.44M +$481K +9,580 +25%
CCM
423
Condor Capital Management
New Jersey
$2.43M -$228K -4,540 -9%
SIAP
424
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.42M -$22.6K -450 -0.9%
RTS
425
Round Table Services
New Jersey
$2.41M +$2.13M +42,539 +786%
15 16
17
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