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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 %
JF
651
JSF Financial
California
$496K -$240K -4,796 -33%
GAA
652
Global Assets Advisory
Florida
$491K +$491K +9,808 New
RA
653
RFG Advisory
Alabama
$489K +$489K +9,760 New
SAM
654
SP Asset Management
California
$477K -$2.84M -56,568 -86%
AUB
655
Atlantic Union Bankshares
Virginia
$475K -$22.6K -450 -5%
AMIM
656
Aull & Monroe Investment Management
Alabama
$475K – – –
MAG
657
MRA Advisory Group
New Jersey
$475K +$58.3K +1,163 +14%
Manulife (Manufacturers Life Insurance)
658
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$472K +$472K +9,400 New
PG
659
Patten Group
Tennessee
$469K +$125K +2,501 +36%
SMA
660
Sage Mountain Advisors
Georgia
$469K +$469K +9,348 New
CMS
661
Capital Market Strategies
Florida
$468K -$402 -8 -0.1%
WEG
662
World Equity Group
Illinois
$468K +$468K +9,323 New
CAP
663
Columbia Advisory Partners
Washington
$466K – – –
FSG
664
Financial Strategies Group
Michigan
$461K +$16.6K +331 +4%
MMM
665
Mendel Money Management
Illinois
$454K -$30.1K -600 -6%
SCG
666
Sonata Capital Group
Washington
$448K -$59.7K -1,190 -12%
NB
667
Nicolet Bankshares
Wisconsin
$447K -$134K -2,664 -23%
CB
668
Community Bank
New York
$446K -$10.8K -215 -2%
DWM
669
Destination Wealth Management
California
$445K -$26.2M -522,647 -98%
Bank of New York Mellon
670
Bank of New York Mellon
New York
$443K -$4.25M -84,764 -91%
RIA
671
Realta Investment Advisors
Delaware
$443K -$23.4K -467 -5%
CRWM
672
Castle Rock Wealth Management
California
$443K +$92.5K +1,846 +26%
BWM
673
Benchmark Wealth Management
Connecticut
$442K -$79.8K -1,592 -15%
CP
674
Covenant Partners
Tennessee
$442K -$5.32K -106 -1%
RA
675
Rise Advisors
New York
$442K +$440K +8,781 +23,732%
25 26
27
28 29