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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 %
LPAM
526
Lodestar Private Asset Management
California
$1.68M +$1.68M +33,553 New
AF
527
Affiance Financial
Minnesota
$1.68M +$1.4M +27,907 +499%
NCM
528
Next Capital Management
New York
$1.68M -$110K -2,185 -6%
AHC
529
Adell Harriman & Carpenter
Texas
$1.67M -$425K -8,470 -20%
BWA
530
BDO Wealth Advisors
Florida
$1.65M -$260K -5,183 -14%
WSTAM
531
Wilbanks Smith & Thomas Asset Management
Virginia
$1.63M +$354K +7,052 +28%
AWS
532
Aspen Wealth Strategies
Colorado
$1.63M +$1.63M +32,503 New
FEG
533
Financial Enhancement Group
Indiana
$1.62M +$1.45M +28,816 +829%
CW
534
CIC Wealth
Maryland
$1.61M +$1.61M +32,041 New
EWM
535
Echo Wealth Management
Minnesota
$1.58M +$726K +14,468 +85%
ACA
536
Aptus Capital Advisors
Alabama
$1.57M +$155K +3,084 +11%
FFG
537
Frisch Financial Group
New York
$1.56M +$362K +7,218 +30%
RJT
538
Raymond James Trust
Florida
$1.56M -$415K -8,274 -21%
FFA
539
Founders Financial Alliance
North Carolina
$1.56M +$673K +13,434 +76%
CCFM
540
Clear Creek Financial Management
Washington
$1.53M +$1.53M +30,529 New
FC
541
Fusion Capital
South Carolina
$1.53M -$247K -4,937 -14%
QWM
542
Quaker Wealth Management
New Jersey
$1.52M -$288K -5,751 -16%
VWM
543
Venturi Wealth Management
Texas
$1.52M -$44.3K -884 -3%
EWS
544
Evergreen Wealth Solutions
Pennsylvania
$1.51M +$1.51M +30,182 New
IA
545
Insight Advisors
Pennsylvania
$1.51M -$108K -2,154 -7%
EWMCB
546
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.5M +$1.17M +23,429 +358%
GWM
547
GSB Wealth Management
Connecticut
$1.49M -$58.3K -1,162 -4%
LSPW
548
Lake Street Private Wealth
Illinois
$1.48M -$1.07M -21,394 -42%
SAM
549
SignalPoint Asset Management
Missouri
$1.48M -$22K -439 -1%
GG
550
Gofen & Glossberg
Illinois
$1.48M +$24.1K +480 +2%
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