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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 %
SDH
551
Sloy Dahl & Holst
Washington
$1.47M -$50.1K -1,000 -3%
CI
552
Ceera Investments
Texas
$1.47M -$281K -5,615 -16%
ESB
553
Essex Savings Bank
Connecticut
$1.46M +$1.1M +21,982 +309%
AFP
554
Ausdal Financial Partners
Iowa
$1.46M +$1.46M +29,080 New
PA
555
Parallel Advisors
California
$1.46M -$160K -3,188 -10%
SIAP
556
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.45M -$962K -19,200 -40%
CGH
557
Crossmark Global Holdings
Texas
$1.45M – – –
AWM
558
Avaii Wealth Management
Wisconsin
$1.44M +$547K +10,909 +61%
PA
559
Planning Alternatives
Michigan
$1.44M +$99.9K +1,993 +7%
BMWM
560
Brown Miller Wealth Management
Virginia
$1.42M -$1.88M -37,530 -57%
CCP
561
Clarkston Capital Partners
Michigan
$1.42M -$593K -11,820 -29%
CA
562
Continuum Advisory
Idaho
$1.41M -$2.9M -57,756 -67%
RA
563
RFG Advisory
Alabama
$1.38M +$894K +17,803 +182%
EA
564
Ergawealth Advisors
Illinois
$1.38M +$1.38M +27,529 New
HL
565
HeadInvest LLC
Maine
$1.37M -$327K -6,530 -19%
SRC
566
Shufro Rose & Co
New York
$1.36M -$3.35M -66,830 -71%
GWANC
567
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.36M +$325K +6,464 +31%
EBWM
568
Eagle Bluffs Wealth Management
Missouri
$1.35M -$143K -2,850 -10%
PFS
569
Prospera Financial Services
Texas
$1.35M -$971K -19,373 -42%
SFB
570
STAR Financial Bank
Indiana
$1.33M +$1.33M +26,560 New
BEAM
571
Baker Ellis Asset Management
Washington
$1.31M -$273K -5,455 -17%
PCM
572
Prelude Capital Management
New York
$1.3M +$1.3M +26,030 New
FFA
573
Fragasso Financial Advisors
Pennsylvania
$1.27M -$28.9K -577 -2%
DC
574
Davenport & Co
Virginia
$1.26M -$165K -3,299 -12%
PAG
575
Private Advisor Group
New Jersey
$1.25M -$231K -104,230 -16%
21 22
23
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