JPST icon

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 %
PA
601
Prossimo Advisors
California
$1.06M +$1.06M +21,190 New
MA
602
MONECO Advisors
Connecticut
$1.06M -$17.8K -355 -2%
NB
603
NBT Bank
New York
$1.04M +$641K +12,789 +159%
TFA
604
Tobias Financial Advisors
Florida
$1.04M -$271K -5,402 -21%
DFG
605
Delta Financial Group
New Jersey
$1.04M +$1.04M +20,738 New
TSWM
606
Tyler-Stone Wealth Management
Ohio
$1.01M +$232K +4,630 +30%
TI
607
Tidal Investments
Wisconsin
$1.01M +$1.01M +20,223 New
CC
608
Callan Capital
California
$1.01M +$592K +11,811 +140%
CI
609
CPR Investments
Michigan
$1.01M +$1.01M +20,160 New
WAG
610
Wallace Advisory Group
California
$1.01M +$1.01M +20,153 New
RCG
611
Rock Creek Group
District of Columbia
$999K +$999K +19,936 New
PIA
612
Perennial Investment Advisors
California
$987K +$180K +3,582 +22%
H
613
HoyleCohen
California
$983K +$32.6K +650 +3%
RIA
614
Realta Investment Advisors
Delaware
$973K +$530K +10,581 +120%
ETIA
615
Epic Trust Investment Advisors
Washington
$969K -$265K -5,285 -21%
SWM
616
Sanctuary Wealth Management
Idaho
$968K +$14.9K +298 +2%
NC
617
NewSquare Capital
Pennsylvania
$968K -$360K -7,190 -27%
NEPWA
618
New England Private Wealth Advisors
Massachusetts
$952K +$17.3K +346 +2%
NCM
619
New Capital Management
Texas
$952K +$952K +18,987 New
SFG
620
Sovereign Financial Group
Connecticut
$951K +$51.4K +1,026 +6%
SWP
621
Strategic Wealth Partners
Ohio
$949K -$176K -3,519 -16%
BF
622
BOK Financial
Oklahoma
$935K +$151K +3,003 +19%
HA
623
Herold Advisors
New York
$935K +$363K +7,240 +63%
Members Trust
624
Members Trust
Florida
$929K -$2M -39,921 -68%
AIM
625
Aspen Investment Management
Michigan
$919K +$919K +18,329 New
23 24
25
26 27