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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 %
LF
601
Lee Financial
Texas
$728K +$377K +7,511 +107%
HFS
602
Horizon Financial Services
North Carolina
$725K -$136K -2,707 -16%
SAF
603
Smith Anglin Financial
Texas
$720K +$30.3K +603 +4%
LI
604
LVZ Inc
Michigan
$709K +$465K +9,285 +191%
BBW
605
Blue Barn Wealth
Utah
$705K +$74K +1,474 +12%
AWA
606
Arete Wealth Advisors
Illinois
$705K +$153K +3,052 +28%
BFA
607
Beacon Financial Advisory
Ohio
$703K -$3.1M -61,806 -82%
ACA
608
Affinity Capital Advisors
California
$701K +$2.36K +47 +0.3%
EWM
609
Endowment Wealth Management
Wisconsin
$691K +$69.5K +1,386 +11%
MFGP
610
Marshall Financial Group (Pennsylvania)
Pennsylvania
$672K +$2.56K +51 +0.4%
SC
611
Solstein Capital
California
$668K – – –
WB
612
Webster Bank
Connecticut
$662K +$10K +200 +2%
IF
613
Intrua Financial
Texas
$660K +$46.4K +924 +8%
IAN
614
Integrated Advisors Network
Texas
$657K -$333K -6,636 -34%
SS
615
Simplicity Solutions
Minnesota
$643K -$8.28K -165 -1%
GPA
616
Guerra Pan Advisors
New Jersey
$641K -$60.4K -1,207 -9%
CWG
617
Cornerstone Wealth Group
North Carolina
$627K -$251K -5,000 -29%
PGAM
618
Princeton Global Asset Management
New Jersey
$625K +$173K +3,441 +38%
CAN
619
Claraphi Advisory Network
United States
$622K +$622K +12,392 New
WAM
620
WNY Asset Management
New York
$614K -$242K -4,816 -28%
MWM
621
Madison Wealth Management
Ohio
$602K -$50.2K -1,000 -8%
CA
622
Calton & Associates
Florida
$602K +$289K +5,765 +92%
TFS
623
TrustCore Financial Services
Tennessee
$601K -$99.1K -1,976 -14%
ADL
624
Asset Dedication LLC
California
$598K +$1.96K +39 +0.3%
WIM
625
WealthPlan Investment Management
Nebraska
$598K +$598K +11,916 New
23 24
25
26 27