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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

811 hedge funds and large institutions have $13.1B invested in JPMorgan Ultra-Short Income ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 297 increasing their positions, 355 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+28
Holders Change %
+3.58%
% of All Funds
12.83%
Holding in Top 10
146
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.1%
% of All Funds
2.31%
New
102
Increased
297
Reduced
355
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$416M
2
SW
2
SVB Wealth
Massachusetts
$397M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.45B
4
AssetMark Inc
4
AssetMark Inc
California
$127M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$101M

Top Sellers

1
CP
1
Castleview Partners
Texas
$4.63M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
Jane Street
3
Jane Street
New York
$0
4
5L
4
55I LLC
Massachusetts
$13.1M
5
MC
5
McMorgan & Co
California
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
501
CIBC World Market
Ontario, Canada
$1.06M +$643K +12,787 +155%
ACS
502
Archford Capital Strategies
Illinois
$1.06M +$534K +10,643 +103%
KFC
503
Klingenstein Fields & Co
New York
$1.05M -$21.1K -420 -2%
WP
504
WealthSource Partners
California
$1.05M -$5.53M -109,903 -84%
SMG
505
Spectrum Management Group
Indiana
$1.04M +$46K +915 +5%
PCM
506
Parsons Capital Management
Rhode Island
$1.03M +$54.3K +1,080 +6%
CWG
507
Cornerstone Wealth Group
North Carolina
$1.03M -$6.14K -122 -0.6%
PFS
508
Prospera Financial Services
Texas
$1.02M +$727K +14,453 +245%
MA
509
MONECO Advisors
Connecticut
$1.02M -$22.4K -446 -2%
GCP
510
Gill Capital Partners
Colorado
$1.02M -$194K -3,850 -16%
TWM
511
TriaGen Wealth Management
California
$1.01M -$385K -7,655 -28%
ADBIC
512
A.D. Beadell Investment Counsel
Wisconsin
$1.01M – – –
SW
513
SlateStone Wealth
Florida
$1.01M -$12.8K -255 -1%
IAN
514
Integrated Advisors Network
Texas
$1M -$318K -6,337 -24%
WP
515
WealthPLAN Partners
Nebraska
$998K -$1.32M -26,269 -57%
WIM
516
WealthPlan Investment Management
Nebraska
$998K +$998K +19,868 New
HF
517
HRT Financial
New York
$988K +$988K +19,670 New
NL
518
Navalign LLC
California
$977K -$1.32M -26,304 -58%
SWMP
519
Signature Wealth Management Partners
New Jersey
$971K +$600K +11,945 +162%
LFA
520
Laraway Financial Advisors
Minnesota
$969K +$8.04K +160 +0.8%
PIA
521
Perennial Investment Advisors
California
$958K -$379K -7,537 -28%
CGH
522
Crossmark Global Holdings
Texas
$953K +$632K +12,565 +196%
CAP
523
Columbia Advisory Partners
Washington
$951K +$951K +18,919 New
NWMG
524
National Wealth Management Group
Ohio
$948K -$546K -10,858 -37%
CAG
525
Curtis Advisory Group
California
$943K +$111K +2,212 +13%
19 20
21
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