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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 %
DCM
426
Donaldson Capital Management
Indiana
$2.94M -$372K -7,417 -11%
SSW
427
Stone Summit Wealth
Florida
$2.89M +$1.41M +28,197 +95%
RPSA
428
Richard P. Slaughter Associates
Texas
$2.89M -$762K -15,202 -21%
WB
429
Webster Bank
Connecticut
$2.88M +$2.22M +44,279 +335%
Baird Financial Group
430
Baird Financial Group
Wisconsin
$2.85M +$510K +10,181 +22%
LA
431
Latitude Advisors
Florida
$2.84M -$838K -16,725 -23%
AA
432
Advisory Alpha
Michigan
$2.83M +$157K +3,124 +6%
EP
433
Eudaimonia Partners
Tennessee
$2.82M +$2.82M +56,192 New
Brown Advisory
434
Brown Advisory
Maryland
$2.81M +$2.81M +55,967 New
MBT
435
Montecito Bank & Trust
California
$2.77M +$50.8K +1,013 +2%
VAS
436
Vestmark Advisory Solutions
Massachusetts
$2.75M +$1.49M +29,626 +118%
BA
437
Bridge Advisory
California
$2.73M +$2.73M +54,477 New
AHC
438
Anderson Hoagland & Co
Missouri
$2.73M -$2.09M -41,562 -43%
JIC
439
Joel Isaacson & Co
New York
$2.72M -$62.7K -1,250 -2%
MSFS
440
Main Street Financial Solutions
Pennsylvania
$2.71M -$1.07M -21,390 -28%
GWM
441
Greenwich Wealth Management
Connecticut
$2.68M -$68.4K -1,365 -2%
CA
442
Cambridge Advisors
Nebraska
$2.67M +$104K +2,069 +4%
FT
443
Fiduciary Trust
Massachusetts
$2.67M -$2.09M -41,674 -44%
MA
444
Modus Advisors
Minnesota
$2.67M -$1.53M -30,566 -37%
GL
445
Graypoint LLC
New York
$2.65M -$622K -12,407 -19%
AA
446
Auxano Advisors
Washington
$2.64M -$1.91K -38 -0.1%
GC
447
Gratus Capital
Georgia
$2.63M -$2.32M -46,355 -47%
LWP
448
Laurel Wealth Planning
Minnesota
$2.61M +$459K +9,156 +21%
CTA
449
Chesley Taft & Associates
Illinois
$2.6M -$37.6K -750 -1%
FCFC
450
First Citizens Financial Corp
Iowa
$2.58M -$122K -2,435 -5%
16 17
18
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