JPST icon

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 %
RPCA
426
Running Point Capital Advisors
California
$2.39M +$117K +2,341 +5%
TCWM
427
Total Clarity Wealth Management
Illinois
$2.38M -$388K -7,744 -14%
NF
428
Nikulski Financial
Iowa
$2.37M +$10.7K +213 +0.5%
MWM
429
Mission Wealth Management
California
$2.34M +$762K +15,198 +48%
Baird Financial Group
430
Baird Financial Group
Wisconsin
$2.34M +$171K +3,419 +8%
FA
431
Fermata Advisors
California
$2.34M +$683K +13,622 +41%
Creative Planning
432
Creative Planning
Kansas
$2.33M -$435K -8,680 -16%
PFS
433
Prospera Financial Services
Texas
$2.32M +$926K +18,460 +66%
FC
434
FCA Corp
Texas
$2.29M +$70.8K +1,412 +3%
SC
435
Savant Capital
Illinois
$2.28M +$60.8K +1,213 +3%
CM
436
Capital Management
Virginia
$2.24M -$121K -2,420 -5%
HIP
437
HUB Investment Partners
Texas
$2.23M +$188K +3,742 +9%
BMA
438
Brooks Moore & Associates
Tennessee
$2.23M -$2.17M -43,300 -49%
HWM
439
Hohimer Wealth Management
Washington
$2.23M -$15.8K -316 -0.7%
AP
440
Americana Partners
Texas
$2.2M -$574K -11,442 -21%
NCM
441
Northwest Capital Management
Oregon
$2.19M -$1.04M -20,806 -32%
NWMG
442
National Wealth Management Group
Ohio
$2.17M -$165K -3,285 -7%
Wealthfront Advisers
443
Wealthfront Advisers
California
$2.17M +$377K +7,515 +21%
LWP
444
Laurel Wealth Planning
Minnesota
$2.15M -$142K -2,822 -6%
NI
445
Nepsis Inc
Minnesota
$2.15M -$74.5K -1,485 -3%
GI
446
Glovista Investments
New Jersey
$2.15M +$497K +9,910 +30%
IHWM
447
Iron Horse Wealth Management
Iowa
$2.12M -$3.67M -73,203 -63%
AHC
448
Adell Harriman & Carpenter
Texas
$2.09M +$2.09M +41,765 New
BAWC
449
Boyce & Associates Wealth Consulting
Texas
$2.09M +$2.09M +41,570 New
I2I
450
Insight 2811 Inc
Illinois
$2.06M -$55.9K -1,114 -3%
16 17
18
19 20