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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 %
OCPWS
451
One Charles Private Wealth Services
Massachusetts
$2.04M -$78.7K -1,570 -4%
SFG
452
Sage Financial Group
Pennsylvania
$2.03M +$607K +12,100 +43%
CCP
453
Clarkston Capital Partners
Michigan
$2.01M +$254K +5,060 +14%
TL
454
Tradewinds LLC
North Carolina
$1.99M +$297K +5,917 +17%
SCM
455
SOL Capital Management
Maryland
$1.98M +$380K +7,580 +24%
RJT
456
Raymond James Trust
Florida
$1.98M +$456K +9,097 +30%
LL
457
LPWM LLC
Minnesota
$1.96M +$1.74M +34,750 +790%
SSWM
458
Sheets Smith Wealth Management
North Carolina
$1.91M +$76.5K +1,526 +4%
BWA
459
BDO Wealth Advisors
Florida
$1.91M +$201K +4,000 +12%
AWA
460
Amplius Wealth Advisors
Pennsylvania
$1.82M -$670K -13,359 -27%
QWM
461
Quaker Wealth Management
New Jersey
$1.81M +$1.49M +29,707 +462%
RW
462
RVW Wealth
California
$1.8M +$90.5K +1,805 +5%
BCP
463
Blue Chip Partners
Michigan
$1.8M -$92.5K -1,844 -5%
FA
464
Flagstar Advisors
New York
$1.8M -$93.6K -1,866 -5%
NCM
465
Next Capital Management
New York
$1.79M +$312K +6,211 +21%
AFS
466
Access Financial Services
Minnesota
$1.79M -$378K -7,530 -17%
FC
467
Fusion Capital
South Carolina
$1.78M +$1.78M +35,396 New
CCA
468
Column Capital Advisors
Indiana
$1.77M -$436K -8,700 -20%
SCA
469
Snowden Capital Advisors
New York
$1.76M -$227K -4,522 -11%
CI
470
Ceera Investments
Texas
$1.75M -$1.38M -27,580 -44%
BTIM
471
BancFirst Trust & Investment Management
Oklahoma
$1.71M +$1.71M +34,123 New
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$1.71M +$1.71M +34,099 New
SW
473
Simplicity Wealth
New Jersey
$1.7M -$24.1K -481 -1%
HL
474
HeadInvest LLC
Maine
$1.7M +$39.7K +791 +2%
RCG
475
Regatta Capital Group
California
$1.7M +$114K +2,277 +7%
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