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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 %
SW
551
SlateStone Wealth
Florida
$1.01M +$6.97K +139 +0.7%
AIA
552
Angeles Investment Advisors
California
$1.01M -$82.6M -1,646,870 -99%
US Bancorp
553
US Bancorp
Minnesota
$1M -$133K -2,659 -12%
PCM
554
Parsons Capital Management
Rhode Island
$1M +$35.1K +700 +4%
NC
555
NovaPoint Capital
Georgia
$999K +$150K +2,986 +18%
AG
556
Ascent Group
Virginia
$995K -$530K -10,570 -35%
RDFA
557
Ritter Daniher Financial Advisory
Ohio
$995K +$927K +18,485 +1,372%
SMG
558
Spectrum Management Group
Indiana
$982K – – –
Ameriprise
559
Ameriprise
Minnesota
$979K +$979K +18,868 New
GWM
560
Gray Wealth Management
Maine
$978K -$6.52K -130 -0.7%
SWM
561
Sanctuary Wealth Management
Idaho
$954K -$36.3M -723,454 -97%
H
562
HoyleCohen
California
$951K +$97.7K +1,947 +11%
NEPWA
563
New England Private Wealth Advisors
Massachusetts
$935K +$406K +8,091 +77%
RCA
564
Resonant Capital Advisors
Wisconsin
$924K +$924K +18,420 New
MM
565
Main Management
California
$907K +$270K +5,373 +42%
SFG
566
Sovereign Financial Group
Connecticut
$900K -$150K -2,988 -14%
APP
567
Avantax Planning Partners
Iowa
$898K +$100K +1,994 +13%
AWM
568
Avaii Wealth Management
Wisconsin
$896K +$502K +10,007 +127%
PFA
569
Pathway Financial Advisors
Vermont
$886K +$2.86K +57 +0.3%
FFA
570
Founders Financial Alliance
North Carolina
$882K +$580K +11,556 +192%
AWM
571
Apollon Wealth Management
South Carolina
$881K -$571K -11,374 -39%
HAS
572
HBW Advisory Services
California
$862K +$862K +17,183 New
PWM
573
Perigon Wealth Management
California
$858K +$52.8K +1,054 +7%
AWM
574
Accurate Wealth Management
Florida
$853K +$853K +14,205 New
EWM
575
Echo Wealth Management
Minnesota
$852K +$22.2K +444 +3%
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