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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

838 hedge funds and large institutions have $14.2B invested in JPMorgan Ultra-Short Income ETF in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 310 increasing their positions, 361 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
838
Holders Change
+27
Holders Change %
+3.33%
% of All Funds
14.17%
Holding in Top 10
180
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+23.29%
% of All Funds
3.04%
New
103
Increased
310
Reduced
361
Closed
68
Calls
$3.96M
Puts
–
Net Calls
+$3.96M
Net Calls Change
+$3.96M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$409M
2
GC
Grimes & Company
Massachusetts
+$316M
3
FDCC
Foster Dykema Cabot & Co
Massachusetts
+$197M
4
Bank of America
Bank of America
North Carolina
+$110M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$105M

Top Sellers

1
SLF
Sun Life Financial
Ontario, Canada
-$416M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$159M
3
S
SignatureFD
Georgia
-$102M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$43.4M
5
KA
Klingman & Associates
New York
-$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
526
Integrated Advisors Network
Texas
$989K -$11K -219 -1%
GWM
527
Gray Wealth Management
Maine
$983K +$224K +4,471 +30%
SMG
528
Spectrum Management Group
Indiana
$981K -$59.9K -1,195 -6%
GWANC
529
Guardian Wealth Advisors (North Carolina)
North Carolina
$977K +$977K +19,504 New
PCM
530
Parsons Capital Management
Rhode Island
$967K -$62.6K -1,250 -6%
DIM
531
Delta Investment Management
California
$954K +$156K +3,116 +20%
BFG
532
Beacon Financial Group
Texas
$948K +$948K +18,937 New
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$941K +$787K +15,720 +512%
GM
534
GeoWealth Management
Illinois
$929K +$462K +9,233 +99%
PIA
535
Perennial Investment Advisors
California
$927K -$29.3K -583 -3%
LFA
536
Laraway Financial Advisors
Minnesota
$921K -$45.1K -900 -5%
PTC
537
Private Trust Company
Ohio
$918K +$918K +18,336 New
5SA
538
5th Street Advisors
Connecticut
$907K – – –
JCM
539
Jacobi Capital Management
Pennsylvania
$902K -$25.7K -513 -3%
CIBC World Market
540
CIBC World Market
Ontario, Canada
$896K -$156K -3,124 -15%
TWM
541
TMD Wealth Management
Arizona
$892K -$477K -9,518 -35%
CPW
542
Catalyst Private Wealth
California
$891K -$221K -4,401 -20%
PFA
543
Pathway Financial Advisors
Vermont
$882K +$580K +11,575 +192%
KWM
544
Kingsview Wealth Management
Oregon
$879K -$209K -4,164 -19%
CWG
545
Cornerstone Wealth Group
North Carolina
$877K -$150K -3,000 -15%
KC
546
Kinloch Capital
Virginia
$870K -$1.01M -20,268 -54%
ACA
547
Ascension Capital Advisors
Texas
$867K – – –
HFS
548
Horizon Financial Services
North Carolina
$860K +$155K +3,092 +22%
WAM
549
WNY Asset Management
New York
$854K -$41K -818 -5%
H
550
HoyleCohen
California
$852K +$204K +4,069 +31%
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