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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 %
PFA
626
Pathway Financial Advisors
Vermont
$917K +$31.7K +633 +4%
BFA
627
Beaumont Financial Advisors
Massachusetts
$907K +$907K +18,086 New
FFA
628
Farther Finance Advisors
California
$898K +$898K +17,910 New
Ameriprise
629
Ameriprise
Minnesota
$896K -$49.5K -988 -5%
HAS
630
HBW Advisory Services
California
$889K +$28K +558 +3%
AWM
631
Aprio Wealth Management
Georgia
$889K +$50.1K +1,000 +6%
PTC
632
Private Trust Company
Ohio
$880K -$202K -4,034 -19%
LFA
633
Laraway Financial Advisors
Minnesota
$875K -$50.8K -1,013 -5%
APP
634
Avantax Planning Partners
Iowa
$874K -$23.4K -466 -3%
SFS
635
Security Financial Services
Indiana
$873K -$296K -5,904 -25%
PWM
636
Prosperity Wealth Management
California
$871K +$871K +17,367 New
TWC
637
TD Waterhouse Canada
Ontario, Canada
$868K -$10.6M -157,300 -92%
US Bancorp
638
US Bancorp
Minnesota
$861K -$143K -2,857 -14%
BMA
639
Brooks Moore & Associates
Tennessee
$859K -$1.37M -27,350 -61%
ACA
640
Ascension Capital Advisors
Texas
$846K +$25.8K +514 +3%
CSPIA
641
Cary Street Partners Investment Advisory
Virginia
$846K -$840K -16,753 -50%
AP
642
Americana Partners
Texas
$840K -$1.36M -27,099 -62%
ERIC
643
Eagle Rock Investment Company
Georgia
$812K – – –
AIM
644
Alhambra Investment Management
Florida
$807K – – –
EWM
645
Endowment Wealth Management
Wisconsin
$799K +$108K +2,149 +16%
HFS
646
Horizon Financial Services
North Carolina
$784K +$59K +1,176 +8%
JBA
647
Johnson Bixby & Associates
Washington
$765K +$259K +5,168 +51%
AWAP
648
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$762K -$3.36K -67 -0.4%
TPWM
649
Twelve Points Wealth Management
Massachusetts
$760K -$27.6K -550 -4%
SWP
650
Semus Wealth Partners
Florida
$758K +$758K +15,118 New
24 25
26
27 28