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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 %
ICP
576
Interchange Capital Partners
Pennsylvania
$843K +$843K +16,820 New
LFA
577
Laraway Financial Advisors
Minnesota
$841K +$3.64K +80 +0.4%
SB
578
Sunflower Bank
Texas
$839K -$353K -7,051 -30%
AWM
579
Aprio Wealth Management
Georgia
$839K -$194K -3,870 -19%
PCS
580
Personal CFO Solutions
New Jersey
$836K +$460K +9,178 +122%
CPW
581
Catalyst Private Wealth
California
$835K -$56.4K -1,125 -6%
AAS
582
Ameritas Advisory Services
Nebraska
$832K +$35.7K +712 +4%
VIM
583
Vista Investment Management
Pennsylvania
$828K +$472K +9,403 +132%
ACA
584
Ascension Capital Advisors
Texas
$821K -$47.7K -951 -5%
ERIC
585
Eagle Rock Investment Company
Georgia
$812K – – –
CWM
586
Connecticut Wealth Management
Connecticut
$810K +$528K +10,526 +187%
WP
587
WealthSource Partners
California
$808K -$300K -5,984 -27%
PIA
588
Perennial Investment Advisors
California
$808K -$119K -2,370 -13%
AIM
589
Alhambra Investment Management
Florida
$808K – – –
TPWM
590
Twelve Points Wealth Management
Massachusetts
$788K – – –
BF
591
BOK Financial
Oklahoma
$785K +$785K +15,648 New
TSWM
592
Tyler-Stone Wealth Management
Ohio
$783K +$129K +2,565 +20%
PA
593
PFG Advisors
Arizona
$780K +$780K +15,560 New
AWAP
594
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$766K -$320K -6,371 -29%
RA
595
Riversedge Advisors
Delaware
$757K +$53.7K +1,071 +8%
KCFA
596
Key Client Fiduciary Advisors
New Jersey
$753K +$50.3K +1,003 +7%
HS
597
Horan Securities
United States
$746K +$55.4K +1,105 +8%
MAG
598
Mayfair Advisory Group
Alabama
$746K +$746K +14,900 New
PA
599
Pinnacle Associates
New York
$745K -$3.93M -78,392 -84%
IWA
600
IVC Wealth Advisors
Pennsylvania
$728K +$115K +2,284 +19%
22 23
24
25 26