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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 %
CGH
501
Crossmark Global Holdings
Texas
$1.45M – – –
DC
502
Davenport & Co
Virginia
$1.43M +$109K +2,169 +8%
ACA
503
Aptus Capital Advisors
Alabama
$1.42M +$81.9K +1,632 +6%
CG
504
Colony Group
Massachusetts
$1.42M -$151K -3,003 -10%
CA
505
Crewe Advisors
Utah
$1.39M -$58.5K -1,165 -4%
SEIA
506
Signature Estate & Investment Advisors
California
$1.36M +$40K +797 +3%
ATWA
507
Arbor Trust Wealth Advisors
Michigan
$1.35M -$552K -11,013 -29%
CIA
508
Caerus Investment Advisors
Texas
$1.34M +$1.34M +26,763 New
FIA
509
Foundations Investment Advisors
Arizona
$1.34M -$115K -2,302 -8%
PA
510
Planning Alternatives
Michigan
$1.34M -$19.1M -379,839 -93%
MGIA
511
Matthew Goff Investment Advisor
Texas
$1.34M +$82K +1,636 +7%
NC
512
NewSquare Capital
Pennsylvania
$1.33M +$23K +459 +2%
TFA
513
Tobias Financial Advisors
Florida
$1.32M -$237K -4,719 -15%
TWM
514
TMD Wealth Management
Arizona
$1.31M +$413K +8,228 +46%
GF
515
Gries Financial
Ohio
$1.3M +$1.3M +25,940 New
FFA
516
Fragasso Financial Advisors
Pennsylvania
$1.3M +$194K +3,864 +18%
WSTAM
517
Wilbanks Smith & Thomas Asset Management
Virginia
$1.28M -$4.31K -86 -0.3%
VAS
518
Vestmark Advisory Solutions
Massachusetts
$1.26M +$68.6K +1,367 +6%
BWM
519
Birchcreek Wealth Management
Ohio
$1.24M +$90.7K +1,808 +8%
ETIA
520
Epic Trust Investment Advisors
Washington
$1.24M +$221K +4,406 +22%
SWM
521
Segment Wealth Management
Texas
$1.23M – – –
ACA
522
Atlas Capital Advisors
Wyoming
$1.23M -$21.3K -425 -2%
DIM
523
Delta Investment Management
California
$1.2M +$249K +4,970 +26%
FFG
524
Frisch Financial Group
New York
$1.2M -$73.6K -1,468 -6%
MHS
525
M Holdings Securities
Oregon
$1.19M -$160K -3,196 -12%
19 20
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