JPST icon

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 %
EIA
626
Eldridge Investment Advisors
New Hampshire
$596K -$94.5K -1,882 -14%
CS
627
Credit Suisse
Switzerland
$594K +$295K +5,882 +99%
NL
628
Navalign LLC
California
$576K -$230K -4,584 -29%
HA
629
Herold Advisors
New York
$572K +$9.08K +181 +2%
CPA
630
Capital Planning Advisors
California
$568K -$64.1K -1,279 -10%
HIM
631
Hotaling Investment Management
Pennsylvania
$567K -$14.1K -282 -2%
AFA
632
American Financial Advisors
Georgia
$562K +$301K +6,007 +116%
SWMP
633
Signature Wealth Management Partners
New Jersey
$561K -$99.3K -1,981 -15%
IWM
634
IHT Wealth Management
Illinois
$560K +$8.68K +173 +2%
KC
635
Kinloch Capital
Virginia
$551K -$320K -6,380 -37%
TCM
636
TD Capital Management
Tennessee
$545K +$301K +5,996 +123%
BFS
637
Bickling Financial Services
Massachusetts
$541K +$305K +6,064 +129%
BONH
638
Bank of New Hampshire
New Hampshire
$528K -$173K -3,450 -25%
PB
639
Pinnacle Bancorp
Nebraska
$527K -$40.2K -800 -7%
GCP
640
Gill Capital Partners
Colorado
$521K -$491K -9,790 -48%
ANTB
641
AMG National Trust Bank
Colorado
$520K -$3.01K -60 -0.6%
MCA
642
MSH Capital Advisors
Arizona
$516K +$18.6K +371 +4%
TAM
643
Tocqueville Asset Management
New York
$516K -$186K -3,700 -26%
ICP
644
Ironvine Capital Partners
Nebraska
$516K -$1.3K -26 -0.3%
LJCM
645
Lee Johnson Capital Management
Texas
$513K -$14.4K -288 -3%
1IA
646
1834 Investment Advisors
Wisconsin
$513K +$376K +7,500 +274%
JBA
647
Johnson Bixby & Associates
Washington
$506K -$53.7K -1,072 -10%
State Farm Mutual Automobile Insurance
648
State Farm Mutual Automobile Insurance
Illinois
$502K – – –
PWA
649
Phoenix Wealth Advisors
North Carolina
$502K +$502K +10,010 New
OCM
650
Orion Capital Management
California
$500K – – –
24 25
26
27 28