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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 %
JWM
526
JGP Wealth Management
Oregon
$1.19M +$125K +2,503 +12%
VWM
527
Valley Wealth Managers
New Jersey
$1.18M +$43.1K +858 +4%
WAG
528
Winthrop Advisory Group
Massachusetts
$1.18M +$1.18M +23,509 New
BWG
529
Beta Wealth Group
California
$1.17M -$46.4K -924 -4%
SFS
530
Security Financial Services
Indiana
$1.17M -$224K -4,466 -16%
PBF
531
Petix & Botte Financial
California
$1.13M -$6.02K -120 -0.5%
SWP
532
Strategic Wealth Partners
Ohio
$1.13M -$65.4K -1,304 -5%
HIC
533
Holderness Investments Company
North Carolina
$1.11M +$1.11M +22,092 New
MCWA
534
Meadow Creek Wealth Advisors
Georgia
$1.1M +$59.3K +1,182 +6%
SC
535
Sepio Capital
Utah
$1.1M – – –
WS
536
Wedbush Securities
California
$1.1M -$85.4K -1,703 -7%
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$1.1M +$157K +3,135 +17%
IA
538
Integrity Advisory
Kansas
$1.1M -$270K -5,381 -20%
TWM
539
Tradition Wealth Management
Minnesota
$1.09M -$181K -3,604 -14%
PTC
540
Private Trust Company
Ohio
$1.08M +$163K +3,250 +18%
SWA
541
Stratos Wealth Advisors
Ohio
$1.08M -$569K -11,349 -34%
MA
542
MONECO Advisors
Connecticut
$1.08M -$25.6K -510 -2%
AGAM
543
Audent Global Asset Management
California
$1.07M – – –
DWM
544
Drive Wealth Management
Utah
$1.06M -$29.1K -581 -3%
ACS
545
Archford Capital Strategies
Illinois
$1.05M -$8.63K -172 -0.8%
BFG
546
Beacon Financial Group
Texas
$1.05M +$95.8K +1,911 +10%
PIMG
547
Patriot Investment Management Group
Tennessee
$1.04M -$1.21M -24,213 -54%
HIA
548
Harbor Investment Advisory
Maryland
$1.03M +$1.03M +20,614 New
GWANC
549
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.03M +$51.7K +1,031 +5%
ACM
550
AlphaStar Capital Management
North Carolina
$1.02M +$1.02M +20,233 New
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