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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 %
AC
501
AIFG Consultants
New York
$1.96M +$1.96M +39,101 New
BWA
502
Boulder Wealth Advisors
Colorado
$1.94M +$1.94M +38,638 New
OCPWS
503
One Charles Private Wealth Services
Massachusetts
$1.91M -$129K -2,579 -6%
MTWM
504
Masso Torrence Wealth Management
New Jersey
$1.91M -$1.15M -22,899 -38%
IDA
505
Intelligence Driven Advisers
California
$1.87M -$931K -18,552 -33%
FM
506
Foster & Motley
Ohio
$1.86M -$1.74M -34,759 -48%
Bank of New York Mellon
507
Bank of New York Mellon
New York
$1.86M +$1.42M +28,235 +320%
Creative Planning
508
Creative Planning
Kansas
$1.85M -$476K -9,494 -20%
AFS
509
Access Financial Services
Minnesota
$1.81M +$28.6K +570 +2%
BWM
510
Baystate Wealth Management
Massachusetts
$1.81M +$1.47M +29,316 +436%
VFPI
511
Vantage Financial Partners (Illinois)
Illinois
$1.8M -$1.46M -29,190 -45%
BCP
512
Blue Chip Partners
Michigan
$1.76M -$41.7K -832 -2%
AC
513
Apella Capital
Connecticut
$1.75M +$1.75M +34,995 New
DWM
514
Drive Wealth Management
Utah
$1.75M +$694K +13,830 +66%
VWA
515
V Wealth Advisors
Kansas
$1.75M +$150K +2,996 +9%
IA
516
Integrity Advisory
Kansas
$1.75M +$647K +12,913 +59%
RCG
517
Regatta Capital Group
California
$1.74M +$39.6K +790 +2%
RW
518
RVW Wealth
California
$1.74M -$65.2K -1,300 -4%
NWMG
519
National Wealth Management Group
Ohio
$1.73M -$435K -8,671 -20%
WMWM
520
Whitaker-Myers Wealth Managers
Ohio
$1.72M +$1.72M +34,315 New
SFG
521
Sage Financial Group
Pennsylvania
$1.72M -$307K -6,120 -15%
WWM
522
Western Wealth Management
Colorado
$1.72M -$1.27M -25,239 -42%
I2I
523
Insight 2811 Inc
Illinois
$1.71M -$343K -6,846 -17%
PA
524
Pinnacle Associates
New York
$1.71M +$966K +19,275 +130%
BTIM
525
BancFirst Trust & Investment Management
Oklahoma
$1.71M – – –
19 20
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