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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 %
CAM
476
Cozad Asset Management
Illinois
$2.2M +$579K +11,545 +36%
SG
477
Sharper & Granite
California
$2.18M +$2.18M +43,550 New
OC
478
Oarsman Capital
Wisconsin
$2.17M +$2.17M +43,347 New
WP
479
WealthSource Partners
California
$2.17M +$1.36M +27,105 +168%
CM
480
Capital Management
Virginia
$2.16M -$72K -1,436 -3%
FC
481
FCA Corp
Texas
$2.16M -$134K -2,665 -6%
TC
482
Trilogy Capital
California
$2.15M +$2.15M +42,856 New
FCG
483
Financial Connections Group
California
$2.15M +$2.15M +42,828 New
NA
484
NewEdge Advisors
Louisiana
$2.14M -$360K -33,874 -14%
FCAG
485
First Capital Advisors Group
New Jersey
$2.14M -$394K -7,859 -16%
SIA
486
SkyView Investment Advisors
New Jersey
$2.14M -$394K -7,859 -16%
SC
487
Savant Capital
Illinois
$2.13M -$154K -3,076 -7%
LSIA
488
LaSalle St. Investment Advisors
Illinois
$2.12M +$2.12M +42,339 New
HKAM
489
Horizon Kinetics Asset Management
New York
$2.12M +$1.87M +37,268 +757%
GIA
490
Gladstone Institutional Advisory
Florida
$2.11M -$534K -10,656 -20%
CIC
491
Carnegie Investment Counsel
Ohio
$2.11M +$2.11M +42,115 New
MWM
492
Mission Wealth Management
California
$2.11M -$231K -4,609 -10%
NI
493
Nepsis Inc
Minnesota
$2.1M -$48.4K -965 -2%
TLFA
494
True Link Financial Advisors
California
$2.1M -$2.8M -55,893 -57%
E
495
ETFidea
New York
$2.01M +$2.01M +40,099 New
IFO
496
Intrepid Family Office
Florida
$2.01M +$2.01M +40,000 New
NCM
497
Northwest Capital Management
Oregon
$2M -$189K -3,771 -9%
LL
498
LPWM LLC
Minnesota
$1.98M +$16.7K +332 +0.8%
LW
499
Linscomb Wealth
Texas
$1.97M +$326K +6,495 +20%
WAP
500
Wealthcare Advisory Partners
Pennsylvania
$1.96M +$343K +6,837 +21%
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