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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.

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
1
Morgan Stanley
New York
$2.39B
2
Charles Schwab
2
Charles Schwab
California
$149M
3
Bank of America
3
Bank of America
North Carolina
$981M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$307M
5
TW
5
Transform Wealth
Colorado
$115M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$1.01M
2
SRC
2
Shufro Rose & Co
New York
$4.71M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$110M
4
CIAS
4
Capital Investment Advisory Services
North Carolina
$51.2M
5
HPC
5
HM Payson & Co
Maine
$6.46M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$110M 2,202,617 -942,809 -30%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$106M 2,114,501 +527,342 +33%
RJA
28
Raymond James & Associates
Florida
$102M 2,035,819 +199,525 +11%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$89.1M 1,776,521 +645,624 +57%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$83.1M 1,657,500 -121,724 -7%
UCFA
31
United Capital Financial Advisors
Texas
$78.8M 1,571,148 +146,390 +10%
CM
32
Cornerstone Management
Georgia
$77.8M 1,550,594 -18,007 -1%
TC
33
TownSquare Capital
Utah
$77.1M 1,537,772 +66,782 +5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$76.9M 1,532,727 +1,396,619 +1,026%
CAN
35
Cetera Advisor Networks
California
$68.7M 1,369,919 +204,771 +18%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$68.1M 1,357,517 +448,967 +49%
RCM
37
Requisite Capital Management
Texas
$64.8M 1,291,172 -38,113 -3%
SEI Investments
38
SEI Investments
Pennsylvania
$63.9M 1,273,826 -24,159 -2%
EWM
39
Evermay Wealth Management
Virginia
$62.2M 1,239,479 +14,422 +1%
AA
40
Ancora Advisors
Ohio
$58M 1,157,183 -54,137 -4%
MML Investors Services
41
MML Investors Services
Massachusetts
$54.9M 1,093,941 +663,796 +154%
AWM
42
AE Wealth Management
Kansas
$54.7M 1,089,648 +111,829 +11%
SWM
43
Spire Wealth Management
Virginia
$53.5M 1,065,673 +39,938 +4%
CIAS
44
Capital Investment Advisory Services
North Carolina
$51.2M 1,020,556 -900,381 -47%
AP
45
Appleton Partners
Massachusetts
$48.6M 969,058 -10,168 -1%
QCG
46
Quadrant Capital Group
Ohio
$46.8M 932,809 +321,418 +53%
SLF
47
Sun Life Financial
Ontario, Canada
$46.6M 928,354 – –
AWM
48
Axxcess Wealth Management
California
$45.4M 905,022 -34,226 -4%
FCIM
49
Fairview Capital Investment Management
California
$45.2M 902,107 -10,625 -1%
AA
50
ACT Advisors
North Carolina
$44.5M 886,237 +73,393 +9%
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