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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 %
MHS
576
M Holdings Securities
Oregon
$1.25M +$54K +1,076 +5%
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$1.24M +$145K +2,885 +13%
CA
578
CGN Advisors
Kansas
$1.24M -$238K -4,749 -16%
BWM
579
Birchcreek Wealth Management
Ohio
$1.23M -$7.42K -148 -0.6%
HIA
580
Harbor Investment Advisory
Maryland
$1.22M +$190K +3,797 +18%
ACA
581
Atlas Capital Advisors
Wyoming
$1.21M -$22K -438 -2%
DIM
582
Delta Investment Management
California
$1.19M -$11.3K -226 -0.9%
AG
583
Ascent Group
Virginia
$1.19M +$191K +3,801 +19%
VWM
584
Valley Wealth Managers
New Jersey
$1.19M +$2.26K +45 +0.2%
BWG
585
Beta Wealth Group
California
$1.18M +$10.2K +203 +0.9%
SPA
586
Shore Point Advisors
New Jersey
$1.17M +$1.17M +23,427 New
CFAM
587
Center For Asset Management
Florida
$1.16M +$733K +14,628 +171%
Comerica Bank
588
Comerica Bank
Texas
$1.16M -$518K -10,318 -31%
QFA
589
Quattro Financial Advisors
Texas
$1.14M +$1.14M +22,768 New
EWA
590
Etesian Wealth Advisors
Oregon
$1.13M +$1.13M +22,620 New
AWA
591
Amplius Wealth Advisors
Pennsylvania
$1.13M -$690K -13,771 -38%
WIA
592
Westbourne Investment Advisors
Maryland
$1.13M -$510K -10,178 -31%
GI
593
Glovista Investments
New Jersey
$1.12M -$1.03M -20,526 -48%
AIP
594
Almanack Investment Partners
Pennsylvania
$1.12M -$4.52M -90,196 -80%
MSWMA
595
Market Street Wealth Management Advisors
Indiana
$1.11M +$1.11M +22,230 New
HIC
596
Holderness Investments Company
North Carolina
$1.11M +$2.96K +59 +0.3%
ICP
597
Interchange Capital Partners
Pennsylvania
$1.09M +$251K +5,002 +30%
PIMG
598
Patriot Investment Management Group
Tennessee
$1.08M +$27.5K +546 +3%
SWA
599
Stratos Wealth Advisors
Ohio
$1.08M -$5.06K -101 -0.5%
VIM
600
Vista Investment Management
Pennsylvania
$1.06M +$234K +4,675 +28%
22 23
24
25 26