JPST icon

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 %
OPA
401
Old Port Advisors
Maine
$3.36M -$122K -2,427 -3%
AC
402
Asio Capital
Kentucky
$3.35M -$8.21M -163,792 -71%
NFG
403
Nations Financial Group
Iowa
$3.34M +$321K +6,403 +11%
BBA
404
BLB&B Advisors
Pennsylvania
$3.33M -$656K -13,094 -16%
ICM
405
IMS Capital Management
Oregon
$3.27M -$888K -17,716 -21%
PWS
406
Private Wealth Strategies
Ohio
$3.27M +$3.03M +60,435 +1,276%
NL
407
NWAM LLC
Washington
$3.27M -$484K -9,654 -13%
AWM
408
Aries Wealth Management
Maine
$3.19M -$296K -5,900 -8%
OPWM
409
Oxinas Partners Wealth Management
Indiana
$3.18M -$293K -5,840 -8%
DWP
410
Daymark Wealth Partners
Ohio
$3.17M +$3.17M +63,234 New
Wealthfront Advisers
411
Wealthfront Advisers
California
$3.14M +$968K +19,314 +45%
EFS
412
Econ Financial Services
Pennsylvania
$3.13M -$125K -2,495 -4%
FA
413
Fermata Advisors
California
$3.11M +$770K +15,356 +33%
CWA
414
Centennial Wealth Advisory
Michigan
$3.09M -$556K -11,094 -15%
MFS
415
Madrona Financial Services
Washington
$3.09M +$3.09M +61,564 New
SWA
416
SFMG Wealth Advisors
Texas
$3.08M +$3.08M +61,478 New
IIA
417
Integral Investment Advisors
California
$3.08M -$313K -6,237 -9%
CAG
418
Curtis Advisory Group
California
$3.08M +$640K +12,759 +26%
NCM
419
Novare Capital Management
North Carolina
$3.07M +$10.4K +208 +0.3%
PG
420
Patten Group
Tennessee
$3.05M +$2.58M +51,453 +549%
FW
421
FirstPurpose Wealth
Utah
$3.04M +$205K +4,094 +7%
CIA
422
Caerus Investment Advisors
Texas
$3.03M +$1.69M +33,770 +126%
PWM
423
Perigon Wealth Management
California
$3M +$2.15M +42,795 +250%
SDWIA
424
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.96M -$1.16M -23,195 -28%
VF
425
Vawter Financial
Ohio
$2.95M +$2.95M +58,803 New
15 16
17
18 19