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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 %
NC
551
NovaPoint Capital
Georgia
$848K -$334K -6,656 -28%
VHAM
552
Van Hulzen Asset Management
California
$843K +$38K +758 +5%
GKWIM
553
Gerber Kawasaki Wealth & Investment Management
California
$841K +$1.2K +24 +0.1%
SWA
554
Strategies Wealth Advisors
Michigan
$837K +$449K +8,956 +115%
EWM
555
Echo Wealth Management
Minnesota
$828K +$306K +6,115 +59%
SA
556
Shilanski & Associates
Alaska
$816K +$25.9K +518 +3%
ERIC
557
Eagle Rock Investment Company
Georgia
$811K +$811K +16,182 New
KCM
558
Kathmere Capital Management
Pennsylvania
$807K -$327K -6,535 -29%
AIM
559
Alhambra Investment Management
Florida
$807K -$10K -200 -1%
NL
560
Navalign LLC
California
$805K -$169K -3,371 -17%
FIM
561
Freedom Investment Management
Connecticut
$804K +$57.6K +1,149 +8%
PWM
562
Perigon Wealth Management
California
$804K -$332K -6,641 -29%
TF
563
TRH Financial
Iowa
$804K +$804K +16,056 New
APP
564
Avantax Planning Partners
Iowa
$797K -$52.2K -1,041 -6%
AAS
565
Ameritas Advisory Services
Nebraska
$795K -$1.8M -35,910 -69%
CCFM
566
Clear Creek Financial Management
Washington
$792K +$512K +10,226 +183%
TPWM
567
Twelve Points Wealth Management
Massachusetts
$787K -$25K -500 -3%
MBT
568
Montecito Bank & Trust
California
$784K +$784K +15,635 New
CIAS
569
CFS Investment Advisory Services
New Jersey
$760K -$159M -3,178,904 -100%
QPWM
570
Quadrant Private Wealth Management
Pennsylvania
$756K -$12.9K -258 -2%
PAS
571
Park Avenue Securities
New York
$745K +$88.2K +1,761 +13%
PA
572
Paragon Advisors
Texas
$737K +$35.8K +715 +5%
JF
573
JSF Financial
California
$736K -$697K -13,912 -49%
RA
574
Riversedge Advisors
Delaware
$703K +$27.7K +552 +4%
KCFA
575
Key Client Fiduciary Advisors
New Jersey
$702K -$19.9K -398 -3%
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