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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 %
MAG
451
Mayfair Advisory Group
Alabama
$2.54M +$1.8M +35,778 +240%
GWM
452
Gray Wealth Management
Maine
$2.52M +$1.54M +30,676 +157%
BAM
453
BOS Asset Management
Illinois
$2.48M +$2.48M +49,540 New
FA
454
Flagstar Advisors
New York
$2.47M +$674K +13,446 +38%
HWM
455
Howard Wealth Management
Connecticut
$2.47M -$2.27M -45,313 -48%
NF
456
Nikulski Financial
Iowa
$2.46M +$93.1K +1,857 +4%
BOH
457
Bank of Hawaii
Hawaii
$2.45M -$44.5K -888 -2%
EFH
458
Eaton Financial Holdings
Florida
$2.43M +$2.43M +48,504 New
RBC
459
Roble Belko & Company
Pennsylvania
$2.43M +$910K +18,157 +60%
FIM
460
Freedom Investment Management
Connecticut
$2.42M -$579K -11,540 -19%
SIC
461
Salem Investment Counselors
North Carolina
$2.41M -$453K -9,010 -16%
CRWM
462
Castle Rock Wealth Management
California
$2.41M +$1.97M +39,066 +442%
RPCA
463
Running Point Capital Advisors
California
$2.4M +$5.97K +119 +0.2%
SOS
464
Silver Oak Securities
Tennessee
$2.36M -$545K -10,874 -19%
AF
465
Advisornet Financial
Minnesota
$2.35M -$89.7K -1,790 -4%
WWP
466
WR Wealth Planners
Missouri
$2.35M -$117K -2,324 -5%
State of Tennessee, Department of Treasury
467
State of Tennessee, Department of Treasury
Tennessee
$2.34M +$2.34M +46,700 New
CCM
468
Condor Capital Management
New Jersey
$2.34M -$93.4K -1,864 -4%
SSWM
469
Sheets Smith Wealth Management
North Carolina
$2.32M +$409K +8,168 +21%
BAWC
470
Boyce & Associates Wealth Consulting
Texas
$2.31M +$227K +4,533 +11%
FAG
471
Financial Advisory Group
Texas
$2.29M -$887K -17,688 -28%
MGIA
472
Matthew Goff Investment Advisor
Texas
$2.28M +$945K +18,848 +71%
BCM
473
Brookstone Capital Management
Illinois
$2.24M +$2M +39,855 +818%
AWM
474
Apollon Wealth Management
South Carolina
$2.21M +$1.33M +26,549 +151%
SAM
475
SP Asset Management
California
$2.2M +$1.73M +34,450 +363%
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